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Vance Wants Rate Cuts. Warsh Is His Own Boss. Bond Investors Know the Difference. 939daff9-62c9-4e94-9a65-a4b628ec2b03
  • Top News

Vance Wants Rate Cuts. Warsh Is His Own Boss. Bond Investors Know the Difference.

Market Spectator September 4, 2026
When the Vice President and the Fed chair publicly disagree on rates, the long bond becomes a...
Read More Read more about Vance Wants Rate Cuts. Warsh Is His Own Boss. Bond Investors Know the Difference.
American Gas at $2.87 While Europe Burns Through Its Reserves 01f56cae-0b94-40ba-acb4-66fe6fa8f613
  • Economy

American Gas at $2.87 While Europe Burns Through Its Reserves

Market Spectator September 4, 2026
The Atlantic price gap is wider than it has been in years. Here is what that means...
Read More Read more about American Gas at $2.87 While Europe Burns Through Its Reserves
Waymo’s 14-City Expansion Sits Inside GOOGL and AMZN edfbbbb0-b2db-4e04-9e8a-16ef055b25c7
  • Economy

Waymo’s 14-City Expansion Sits Inside GOOGL and AMZN

Market Spectator September 3, 2026
Alphabet and Amazon own stakes in robotaxis Goldman sees at $48B by 2035.
Read More Read more about Waymo’s 14-City Expansion Sits Inside GOOGL and AMZN
Goldman, Citi and BofA Want to Issue a Dollar Stablecoin. Their Own Fees Are at Risk. 562efba6-7451-4fde-977c-df4aadf6ea48
  • Money

Goldman, Citi and BofA Want to Issue a Dollar Stablecoin. Their Own Fees Are at Risk.

Market Spectator September 3, 2026
The real question facing the 21-bank consortium is whether it cannibalizes the correspondent-banking revenue its members depend...
Read More Read more about Goldman, Citi and BofA Want to Issue a Dollar Stablecoin. Their Own Fees Are at Risk.
Oil Hits $90 Again. Occidental Is the Stock Built for This Moment. 3244172c-962e-414f-802f-7bc7496e71c1
  • Politics

Oil Hits $90 Again. Occidental Is the Stock Built for This Moment.

Market Spectator September 2, 2026
WTI crude surged 5% Tuesday on fresh Iran strikes near the Strait of Hormuz. OXY just posted...
Read More Read more about Oil Hits $90 Again. Occidental Is the Stock Built for This Moment.
Salesforce Is Down 22% in 2026 and Just Had Its Best AI Quarter Ever b19cecf8-4cb3-48a6-9192-40169642222c
  • Money

Salesforce Is Down 22% in 2026 and Just Had Its Best AI Quarter Ever

Market Spectator September 2, 2026
Agentforce ARR topped $1.5 billion, up 240% year over year, and the company raised full-year guidance. Dreamforce...
Read More Read more about Salesforce Is Down 22% in 2026 and Just Had Its Best AI Quarter Ever
The S&P 500 Enters September With a Fed Decision and $91 Oil 1eb40f38-2bf1-495c-a52f-97b0db6cc53b
  • Top News

The S&P 500 Enters September With a Fed Decision and $91 Oil

Market Spectator September 1, 2026
After a positive August and a 13.1% year-to-date gain, history says September can still be positive. The...
Read More Read more about The S&P 500 Enters September With a Fed Decision and $91 Oil
The 10-Year Is at 4.75%. Here Is What the Next Quarter-Point Does. 2d112ac8-43c3-40b0-b463-8591cc6a3e7a
  • Economy

The 10-Year Is at 4.75%. Here Is What the Next Quarter-Point Does.

Market Spectator September 1, 2026
With Treasury’s larger buyback operations eight days away, duration holders face payrolls, CPI, and an FOMC meeting...
Read More Read more about The 10-Year Is at 4.75%. Here Is What the Next Quarter-Point Does.
The Freelance Boom Has Two Faces 6e626128-cfa2-458c-97ad-643ba863d2b7
  • Business

The Freelance Boom Has Two Faces

Market Spectator August 31, 2026
Companies are cutting payrolls and backfilling with project-based experts. The bull case for this shift is real....
Read More Read more about The Freelance Boom Has Two Faces
CIEN’s 22% Reset Sets Up Thursday’s Earnings Trade ee86ee8a-b167-4ed6-b27a-7a6e3088aa31
  • Economy

CIEN’s 22% Reset Sets Up Thursday’s Earnings Trade

Market Spectator August 31, 2026
Ciena beats estimates and gets punished. Four days before it reports again, the stock sits 22% below...
Read More Read more about CIEN’s 22% Reset Sets Up Thursday’s Earnings Trade

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