Category: Markets and Macro

American shoppers are not skipping the holidays, but they are rewriting the rules of how and when they spend. Early sales data and fresh surveys point to a season where consumers are still opening their wallets, yet doing it more carefully, more digitally, and with sharper expectations for value. The signal coming from carts and…

The S&P 500’s tech-fueled surge is hitting a patch of turbulence just as investors were counting on a smooth glide into year-end. A cluster of signals, from stretched valuations to fresh doubts about artificial intelligence and crypto, suggests the rally that dominated much of 2025 is starting to tire. Instead of a clean correction story,…

Wall Street has fallen hard for artificial intelligence, and one of its most influential banks now argues that the market has already sprinted ahead of the real economy. The core claim is stark: roughly $19 trillion in U.S. equity value is tied to AI optimism that has yet to show up in productivity data or…

Elon Musk’s latest clash with Bill Gates has pushed a long-simmering Wall Street bet back into the spotlight, as the Tesla chief publicly pressed the Microsoft co-founder to unwind a large short position against the electric car maker. The exchange, which Musk has framed as both a financial miscalculation and a moral misstep, highlights how…

Elon Musk has started to frame artificial intelligence and robotics not just as transformative technologies, but as the only realistic escape hatch from America’s mounting debt problem. Instead of arguing for traditional austerity or tax hikes, he is betting that a surge in productivity from machines can outgrow the liabilities that politicians seem unwilling to…

Donald Trump’s advisers are warning that a new wave of migration could soon show up in the meat aisle, arguing that unchecked border crossings will drive beef prices toward $10 a pound. The claim taps into real anxiety about food costs, but it also compresses a complex mix of labor markets, trade policy and corporate…

Donald Trump is once again promising to be an active player in the stock market narrative, telling supporters he would personally talk up equities whenever positive economic news hits. The pledge crystallizes a long-running pattern in which the president treats market sentiment as another lever of political power, blurring the line between cheerleading and attempted…

JPMorgan Chase CEO Jamie Dimon is again sounding the alarm, warning that the United States risks drifting into the kind of slow‑growth, high‑debt trap that has dogged parts of Europe. His message is blunt: if Washington and state capitals keep layering on anti‑business rules while expanding social spending without a clear growth strategy, the country’s…

Federal Reserve researchers have presented a compelling argument that tariffs, often viewed as inflationary, actually function as demand shocks that can lower inflation by significantly impacting employment and economic activity. This perspective challenges traditional views on trade policies, suggesting that the reduction in consumer and business spending due to tariffs can help curb price pressures….

U.S. stock futures are experiencing a modest rise as investors eagerly anticipate Nvidia’s upcoming earnings report. This anticipation is set against a backdrop of mixed global market performances and a recent record-setting close for the S&P 500 and Nasdaq. As the market braces for a significant week of earnings reports, Nvidia’s results are poised to…