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Daily Market

August 14, 2026

The S&P 500 Is at a Record High. The Bond Market Isn’t Celebrating

Stocks are betting on normalization. Bonds are betting on persistent inflation and higher rates. One of these markets may be looking further ahead.

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Daily Market

August 13, 2026

The Water’s Fine—Just Know What’s Swimming Beneath You

Markets are near record highs and earnings remain strong, but two important accounting sharks are lurking beneath an otherwise healthy bull-market story.

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Daily Market

August 12, 2026

Japan’s Currency Intervention Bought Time–Not a Cure

The U.S.-Japan yen intervention delivered immediate relief, but half the gains are already gone. The yield gap–and the carry trade–remain the real story.

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Daily Market

August 11, 2026

The Fed Says It’s Data Dependent. Which Data?

Official CPI may tell us where inflation was. Real-time price trackers and market indicators may tell us where inflation is heading next.

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Daily Market

August 10, 2026

The Fed's Inflation Problem Just Got More Complicated 

The unemployment rate grabbed headlines, but wages, payroll revisions, and underemployment tell a much different story about the economy and the Fed.

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Daily Market

August 7, 2026

Empty Wallet: Big Tech’s AI Spending Pushes Cash Flow to the Brink

Cash is flowing out of Big Tech faster than ever as AI investment accelerates. Backlogs and promises must now carry the weight cash once did.

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