Newsroom
Nik’s top picks in the sector, Procter & Gamble’s best in class management and flexibility to absorb volatility, Church & Dwight’s Touchland acquisition and more.
Wednesday’s CPI report and the state of the labor market, spending pressures low-and-middle income households are facing, how the Federal Reserve is rewriting its strategy and more. (Listen 0:30).
Wednesday’s CPI report and the state of the labor market, spending pressures low-and-middle income households are facing, how the Federal Reserve is rewriting its strategy and more. (watch 41:10).
Oil prices, rising tensions in the Middle East, how the U.S. final offer is key in Iran nuclear talks and more.
The latest inflation data, potential impact of tariffs on prices and Blake’s outlook for rate cuts through the rest of the year.
Oracle earnings, accelerating Oracle Cloud Infrastructure growth and AI developments, how leveraging efficiency could be key for sustainable AI use and more.
The importance of long-term perspectives in evaluating AI monetization and market impacts, innovative AI strategies from Microsoft and Oracle, how broader geopolitical developments may impact software businesses and more.
Catalysts sparking volatility spikes, market reaction to policy uncertainty and what the options market is telling us.
Impact of volatility on investor sentiment and why she characterizes the market right now as ‘hoping, but not hopeful.’
Economic outlook for 2025 and 2026, the May jobs data and how record retirement numbers are affecting the labor market, expectations for the path ahead for the Fed and more.