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Daily Market

Inflation Fell—After the Government Changed the Thermometer

The Fed keeps fighting inflation with higher interest rates, but some of today’s biggest price pressures may have little to do with monetary policy.
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Daily Market

The Bond Market Is Screaming. Stocks Aren’t Listening.

The 10-year Treasury is back near 5.26%, consumer confidence is plunging, and stocks remain near record highs. Here’s why that disconnect matters.
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Daily Market

The Fed’s Next Hike May Be Written Before Friday

The Fed faces four straight days of labor and inflation data before its October meeting. Here’s why PCE, payroll revisions, and bond yields may matter more than Friday’s headline jobs number.
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Daily Market

Supermarkets Are Cutting Prices. Investors Should Look Closer.

Behind supermarket price cuts lies a battle among grocers, suppliers and consumers—with fuel costs threatening to make it even messier.
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Daily Market

The Bond Market Just Sent AI Investors a Storm Warning

Long-term rates keep climbing, and AI infrastructure projects are discovering what that means. When billions are borrowed, even small delays can become extraordinarily expensive.
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Daily Market

Good News Just Got Expensive

PMI data points to powerful economic growth, but the bond market is demanding higher rates and changing the valuation equation for stocks.
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