Warsh’s First Rate Hike Is Here. Where Does the S&P 500 Go Next?
August CPI locked in Wednesday's 25bp move. The fresh dot plot and a 10-year yield near 5% are the bigger…
Economy
Kroger’s Q2 Results Could Tell You Who Pays for Beef Inflation
With Tyson warning of a $625 million to $775 million beef loss and the August CPI due the same morning,…
Snowflake Is Up 21%. The Growth Rate Says Keep Going.
Three straight quarters of accelerating product revenue and raised guidance make a credible case that the move is not over.
Euro Inflation Hit 3.3%. Neither Central Bank Blinks First.
With the ECB meeting Sep. 9-10 and the Fed Sep. 15-16, EUR/USD is frozen. When it breaks, it will move…
Howmet Aerospace Lost $18 a Share Yesterday. The Market May Be Wrong.
SpaceX's Bastrop foundry is real, but qualifying turbine blades takes years, not months, and Howmet's business has never been stronger.
What Warsh Says Friday Changes the Rate Picture
A divided Fed, a hawkish dissent bloc, and a chairman who refuses to telegraph moves: here is what investors should…
UP-NS Decision Pushed to H2 2027
STB calendar extends arb risk into 2027, with Nov. 18 as the first must-watch date.
CRWD Reports Wednesday. The Bar Is Perfection.
At 175x forward earnings and a 9% implied move, CrowdStrike's Q2 is a textbook binary where the strategy matters more…
Walmart’s Worst Day in Four Years
A 9% drop on a revenue beat. The comp-sales miss is real, but the business beneath it is not what…
CRM Reports in Four Days. The Only Number That Matters.
Agentforce ARR grew 205% last quarter. August 26 reveals whether that was a peak or a floor.