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Daily Market

Wall Street Can Price an AI Failure. It Can’t Price Extinction.

Wall Street sees AI revenue and capital spending. Researchers see catastrophic extinction risk. Both stories belong to the same companies.
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Daily Market Note

Wall Street Can Price an AI Failure. It Can’t Price Extinction.

Wall Street sees AI revenue and capital spending. Researchers see catastrophic extinction risk. Both stories belong to the same companies.
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Daily Market

The Trump Dividend Meets the Bond Market

A trillion-dollar payment proposal meets an already nervous Treasury market, stubborn inflation and a Fed considering another rate hike.
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Daily Market

Geo-Petro-Politics Is Back With a Vengeance

The market is pricing a growing risk of energy disruption as Brent crosses $100 and investors reconsider the outlook for inflation and rates.
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Daily Market Note

Geo-Petro-Politics Is Back With a Vengeance

The market is pricing a growing risk of energy disruption as Brent crosses $100 and investors reconsider the outlook for inflation and rates.
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Daily Market

Old Friends, New Tariffs: America and Canada Go to War on Trade

Canada’s midnight tariff retaliation adds another layer to an increasingly costly trade war. Here’s where the money goes and who ultimately feels the pinch.
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