US equities see broad gains led by megacaps despite markets locking in a September rate hike with at least two more priced ...

During a week of outperformance vs. the S&P, we closed out one holding, locking in substantial gains that rebuilt our cash ...

Core CPI comes in above expectations raising core PCE estimates with markets now pricing nearly four rate hikes over the next ...

The CPI came in hotter than expected and I was surprised by the reaction.

There is also another Fed policy meeting in October, but that is even closer to the midterm elections. And by and large, ...

The consumer products company has paid a dividend for nearly 100 consecutive years. Kimberly-Clark ( KMB) has paid a dividend ...

Oracle’s big AI backlog, Microsoft’s multi-year data center plans, and other headlines are moving the market this morning.

There is nothing to do in this but wait. CPI hits on Friday morning and it will either relieve the pressure or confirm it, ...

Detaching yourself from your ego and realizing you can't be confident in things you can't control are among the keys to better trading.

Another leg higher in oil, on top of a firm inflation backdrop, lifted Treasury yields to multi-year highs, hardening Fed ...

Energy drives a rebound in producer prices with the components feeding through to Core PCE coming in hot.

Inflation concerns are seeing central banks shift to a tightening stance. Are they indirectly calling the market top?