News
'Who’s lying?' Heavy Truck Index warns of U.S. downturn as stocks trade near record highs
A little-known gauge of heavy truck sales is signaling recession risks as the S&P 500 hit records, widening the disconnect between markets and the real economy.
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“Powell’s error is immense”— Ex-hedge fund manager warns Fed ignores biggest inflation risk of all
“Inflation will resurface in many forms over the next year,” he said. And if the Fed cuts too soon, it may not be ready for what comes next.
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“This is one of the most dangerous signals in the market now” — Analysts warn that leverage is approaching a breaking point
Margin debt surges past $1 trillion, stoking fears of an overheated market just as rate-cut bets fade and stocks pull back.
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Treasury Secretary Bessent is “gaslighting” the American people on tariff revenue as government debt runs wild, analyst says
Analysts warn Trump’s plan to use tariffs to pay down the debt is a mirage, with July’s haul covering just a fraction of the monthly deficit.
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Fidelity: Inexperienced retail investors are more bullish than seasoned traders
Fidelity Investments finds newer retail investors more bullish on stock markets than seasoned traders, with many embracing risk and crypto despite market volatility.
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The Fed’s high-stakes dilemma: Cut rates or confront Trump?
Traders are all but certain of a September rate cut, yet analysts warn that excess pandemic inflation and rising wholesale prices make easing a risky gamble
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Trump’s tariffs set to surpass corporate tax revenue, but won’t rescue the economy
A 300% jump in tariff revenue is no match for Washington’s $37 trillion debt and record monthly deficits
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Leverage on overdrive: The $1 trillion bet behind Wall Street’s tech frenzy
With margin debt topping $1 trillion and Big Tech accounting for 35% of the S&P 500, analysts warn the stock market rally is unsustainable
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'Easy to tax, hard to sell': Dalio says real estate is dead-end investment
Ray Dalio warns real estate isn’t the wealth-building machine it used to be, especially when you factor in inflation.
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Bank stocks shift to defense amid signs of borrower strain
Even as bank stocks rally, rising delinquencies and job market weakness are prompting tighter credit and slower consumer loan growth.
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Trump administration greenlights $1B for critical minerals manufacturing
Here are five key funding initiatives in the works
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'Two biggest real estate trends in one graph' — Data center spending set to overtake office space for the first time
As AI adoption accelerates, the commercial real estate spotlight is moving from office towers to energy-hungry data hubs, transforming Wall Street bets and the nation’s power map
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Behind Trump’s “Golden Age” economy, a labor market unravels
History says this labor market shift could mean a recession is closer than the GDP numbers suggest.
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America may be losing its safe-haven status, but not its risk-on appeal
Global fund managers are pulling back from the U.S. dollar at the fastest pace in two decades. Yet U.S. stocks are booming with foreign capital still pouring into equities
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Schwab: These are the hottest stocks among individual investors
Nvidia topped the list after two months of selling, while Apple became the most dumped stock as confidence in its AI strategy waned.
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Historic dissent at the Fed: Two Governors break ranks for the first time in 30 years
Two members of the Fed’s powerful Board of Governors pushed for a rate cut, marking a rare display of dissent inside the central bank’s top brass
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'China’s 2008 is happening now'—Analyst warns of real estate meltdown that threatens global economy
China’s property market is imploding, drawing 2008-style comparisons as analysts warn the collapse could send global markets into a tailspin.
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American consumers flash 2008 warning signal as Trump’s tariffs bite
As the White House ramps up tariffs, Americans are feeling the squeeze, from falling service spending to a weakening job market — with echoes of 2008 beginning to emerge.
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