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Executive Summary: Nvidia investors were underwhelmed by yesterday’s impressive earnings report with surging revenue growth; its shares sold off in after-market trading. Jackie looks at what’s been driving the performance of the company and its stock. … Also: AI-related stocks
Executive Summary: The balance of risks in the US labor market is shifting, as Fed Chair Powell discussed at the Fed’s Jackson Hole Symposium last Friday. Today, Melissa breaks the labor market down into its moving parts, identifying the areas
Executive Summary: The potential for lower US interest rates, a weaker dollar, and Trump Tariff Turmoil have created one big headache for Bank of Japan Governor Kazuo Ueda. William explores how Japan’s central bank will weigh the need to stimulate
The most concise analysis of the key variables driving the global economy and financial markets.
Short-form takes on current market events.
September has a long history of being a tough month for the stock market. This has been particularly true over the past decade, based on the average year-to-date percentage change in the S&P 500 during Septembers (chart). But when
The bull market in stocks is making everyone who owns stocks richer. Gallup reported that 62% of Americans were invested in the stock market at the end of 2024 (chart). That’s the highest since the end of 2008. We
Nvidia reported better-than-expected earnings and revenue after the stock market closed today. Revenue growth has now exceeded 50% for nine straight quarters. Nvidia is one of several mega-cap technology stocks that have fueled the bull market in the US, causing it
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