Markets It’s hard not to talk about core bond markets since they’re front and center these days. Upside inflation risks stemming from the energy supply shock (6 months and counting) and the lack of political Read more…
Americans are not giving up on travel, despite rising prices. Instead, travelers are increasingly being split into two groups: those still willing to spend more to get away, and those being priced out of travel Read more…
Kaiser Aluminum (KALU) has been one of the better-performing metal stocks of 2026, but its recent chart tells a rougher story. The shares climbed to an all-time high in August, then dropped hard over the Read more…
While big box stores have not wiped out all mom and pop hardware, gardening, and outdoor furniture stores, they have taken over large parts of those industries. Independent Garden Centers (IGCs) have fallen well behind Read more…
Financial regulators warn about nearly everything. That is the job. Most of those warnings sound alike after a while, which is why the useful signal is rarely the warning itself. It is the ranking. Twice Read more…
Bank of Canada held policy rate at 2.25% on Wednesday, as widely expected, with Governor Tiff Macklem saying recent growth and inflation data had evolved broadly in line with July projections. In his opening statement Read more…
The Bank of Canada today held its target for the overnight rate at 2.25%, with the Bank Rate at 2.5% and the deposit rate at 2.20%. The continuing conflict in the Middle East is keeping Read more…
Retirement planning rarely ends at the savings target; the harder question comes next: how much to pull out each year without outliving the portfolio. Three of the most widely cited benchmarks for safe retirement withdrawals Read more…
Today’s themes: Oil: Brent spiked to an intraday high of $97.04 before retreating, keeping inflation and yield risk elevated across markets without yet confirming a clear reversal. Yen: strongest major, combining a risk-aversion carry unwind Read more…
Wall Street’s most recognizable stock commentator just made a call. He wants a company to announce the biggest share repurchase in corporate history. That company is already buying back tens of billions of its own Read more…