Category: Markets and Macro

Inflation in the United States is now at the center of a political and pocketbook tug-of-war. The White House says prices are rising at roughly 2.5%, a figure officials present as proof that the worst of the surge is over, while shoppers staring at grocery receipts and rent hikes feel something very different. The gap…

The surface story of the United States economy heading into 2026 looks almost comforting: inflation has cooled from its peak, unemployment is no longer climbing, and stock indexes remain near record territory. Yet inside the labor market, the data that employers actually generate tell a more complicated story, one that suggests the next year could…

Artificial intelligence is moving from buzzword to baseline infrastructure, and one of its most vocal critics says the fallout will hit paychecks long before it feels routine. Robert Kiyosaki is warning that the “BIGGEST CHANGE in MODERN HISTORY” could trigger “massive unemployment” by 2026, particularly for people who did everything by the book and still…

Warren Buffett has spent a lifetime telling investors not to bet against the United States, and his latest portfolio shifts suggest he still sees the country’s productive engine gaining strength even as markets look stretched. On the surface, he is hoarding cash and trimming exposure, but underneath that caution sit targeted wagers on housing, health…

History does not hand investors a calendar date for the next boom or bust, but it does offer a clear pattern: over long stretches, stocks have rewarded patience far more often than they have punished it. As 2026 approaches, the real question is not whether markets will be perfect, but whether your plan is built…

The next phase of the market cycle is starting to look less like a late-stage grind and more like the early innings of a new expansion, with earnings growth poised to reaccelerate. Morgan Stanley is leaning into that view, arguing that investors who position now for an economic upswing can tap into a powerful combination…

U.S. stocks are back in record territory, powered by a narrow group of technology giants and relentless enthusiasm for artificial intelligence. Valuations are stretching, forecasts are climbing, and yet the nagging question of whether this is an AI bubble refuses to fade from the tape. I see a market that is both rationally excited about…

European companies that once treated China as an irreplaceable production base are now quietly rewriting that assumption. Boardroom debates about “de-risking” are turning into concrete investment decisions, factory moves and new sourcing contracts that reshape how goods flow into Europe and the United States. The shift is still gradual, but the European Union Chamber of…

The warning lights on the American job market are starting to flash red just as President Donald Trump doubles down on tariffs as his signature economic weapon. A leading forecaster now argues that the United States is sliding into a “jobs recession,” where hiring stalls and layoffs rise even if headline growth figures still look…

Oil prices snapped back from early losses after the United States intercepted a sanctioned supertanker off the coast of Venezuela, reminding traders how quickly geopolitics can jolt a fragile market. The move tightened perceived supply from a key export route and injected fresh risk into an already tense standoff between Washington and Caracas, lifting crude…