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Inside the Fed’s economic projections, ‘something isn’t adding up’ according to SoFi investment chief

The Fed says the economy will grow and unemployment will decline. So why did it cut interest rates on Wednesday?

latest 1

Jim Edwards

Trump’s attacks on the Fed are hurting the dollar and driving up the price of gold

The dollar has put in such a feeble performance this year that it has begun to hurt foreign investors in U.S. assets.

previous day 4

Jim Edwards

‘Peak Goldilocks’: The markets have bought the Fed rumors—watch for them to sell on the news

Markets will move on Wednesday after Wall Street parses Cook’s statement and his Q&A for clues about future rate cuts beyond Wednesday.

tuesday 10

Jim Edwards

S&P 500 will hit 7,000 by early 2026, JPMorgan argues, as stocks climb ‘wall of worry’

Here’s why stock investors seem to love trouble so much.

11.09.2025 8

Jim Edwards

Companies are spending so much on AI that they’re cutting share buybacks, Goldman Sachs says

“Surging capex spending related to AI will likely prevent a major increase in the buyback payout ratio," the bank says.

09.09.2025 3

Jim Edwards

When AI’s ‘inevitable slowdown’ comes it could tank S&P 500’s valuation multiple by up to 20%, Goldman Sachs says

The looming danger, Goldman says, is when Amazon, Alphabet, Amazon, Meta, Microsoft, and Oracle decide to reduce their capex.

05.09.2025 8

Jim Edwards

The price of gold could hit $5,000 if Trump keeps meddling with the Fed, Goldman Sachs says

"Gold is a store of value that doesn’t rely on institutional trust,” Samantha Dart says.

04.09.2025 4

Jim Edwards

Nvidia’s massive market cap is a ‘bubble risk,’ Deutsche Bank says: ‘We appear to be in uncharted territory’

“Nvidia’s market cap is now larger than every country’s entire listed stock exchange apart from the US, China, Japan and India,” the bank said.

03.09.2025 8

Jim Edwards

Gold hits new record and stock futures tumble as Wall Street worries over Trump’s tariff price increases

Top of the list of usual suspects is, of course, "uncertainty."

02.09.2025 3

Jim Edwards

Tech stocks head south as investors see that growth in AI may not be limitless

Nividia, Marvell Technology, and Super Micro Computer Inc., all showed unexpected weakness in August.

01.09.2025 6

Jim Edwards

Trump’s war on the Fed created a ‘twist steepener’ in the bond market and it’s hurting the dollar

The dynamic is dragging the dollar lower, in reaction to President Trump's interference in the Fed, weak growth, and inflation risk, according to...

29.08.2025 10

Jim Edwards

Investors are ignoring the coming wave of tariff-driven inflation, Deutsche Bank warns

The prices-paid component of the ISM services survey often predicts where inflation will be three months from now, and right now it's 4%.

27.08.2025 3

Jim Edwards

Investors got a look at a world where the dollar isn’t a reliable reserve currency and decided they didn’t like it

Some hopes emerged as investors focused on the Fed’s institutional strength.

26.08.2025 1

Jim Edwards

Wall Street is scared that we’re looking at the end of the Fed’s independence

The bond market flinched yesterday and stocks sold off.

21.08.2025 10

Jim Edwards

Goldman Sachs says we’re on the verge of a stablecoin gold rush worth trillions

U.S. Treasury Secretary Scott Bessent believes stablecoins will buoy the market for U.S. Treasuries, and the government will sell more short-term debt...

20.08.2025 10

Jim Edwards

Sam Altman might be right: He’s not the only one who thinks the stock market is in ‘bubble’ territory

A company with a chatbot that often gets things wrong is somehow about to become the largest unicorn earth has ever seen. That does feel frothy.

19.08.2025 10

Jim Edwards

The bond market is signalling that a September cut from the Fed is no longer locked in

“After the PPI spike yesterday, there has been some hawkish repricing of Fed expectations,” ING told clients.

15.08.2025 10

Jim Edwards

AI spending added 0.5% to GDP growth and the Magnificent 7 stocks are driving the market

The S&P 500 is up 10% this year, driven largely by tech companies that are spending heavily on AI.

14.08.2025 10

Jim Edwards

There’s a good reason stocks continue to hit all-time highs—most companies are beating expectations, JPMorgan says

Seventy-six percent of the companies reporting their Q2 results so far have beaten earnings estimates, JPMorgan says.

13.08.2025 2

Jim Edwards

Markets cashed in on the war in Ukraine but may like peace with Russia even more, top analysts say

Russia has broken 190 different "deals" over Ukraine since 1994, so it is unlikely that Europe will stop preparing for future action from Moscow.

12.08.2025 10

Jim Edwards

The ‘Fed put’ is back: If Tuesday’s inflation report is bad expect chaos in the markets

Investors think the Fed will almost definitely cut interest rates in September, and they are hoping that the consumer price inflation report—due...

11.08.2025 30

Jim Edwards

The dollar is in decline because of a global ‘loss of faith in U.S. leadership,’ Macquarie says

The U.S.’s rough treatment of its former allies is one explanation for the weakening dollar, according to Macquarie analyst Thierry Wizman.

08.08.2025 20

Jim Edwards

The U.S. economy may be ‘bad to ugly’ right now but investors are loving every minute of it

Stocks sink as weak job growth and rising tariffs push the U.S. economy from 'bad to ugly'.

07.08.2025 5

Jim Edwards

HPE got tangled in MAGA conspiracy theories and now its $14 billion merger with Juniper could be thrown out

The feeling was that a combined HPE-Juniper offering would act as a “bulwark” against Huawei in markets where the Chinese company might otherwise...

07.08.2025 20

Jim Edwards

Starbucks’ stock is being pummelled by Trump’s coffee tariffs while the rest of the market soars

The U.S., of course, grows close to zero coffee. Thus the tariff on Brazil will result solely in price increases for American coffee drinkers.

06.08.2025 3

Jim Edwards

Stocks leap on Palantir earnings but Goldman warns the U.S. ‘is near stall speed’—where the economy ‘weakens in a self-reinforcing fashion’

Lurking in the background, as always, are the big macro questions about President Trump’s tariff deals.

05.08.2025 20

Jim Edwards

The dollar is being punished for the jobs data that revealed how weak the U.S. economy really was

In his note to clients, ING analyst Chris Turner called it “the dollar’s hand-brake turn.”

05.08.2025 30

Jim Edwards

Stocks slide globally as investors digest Trump’s new tariffs—analysts warn their ‘greatest fears’ are yet to come

"These taxes do not show up in consumer baskets with full force until January next year," UBS says.

01.08.2025 10

Jim Edwards

HPE’s merger with Juniper Networks was approved by the White House for national security reasons: source

The feeling was that a combined HPE-Juniper offering would act as a “bulwark” against Huawei in markets where the Chinese company might otherwise...

01.08.2025 10

Jim Edwards

The Fed’s Powell said the phrase ‘downside risks’ six times in his press conference yesterday—is that bad news for tomorrow’s jobs number?

The jobs number (nonfarm payrolls, to give its technical name) is due out tomorrow. Expect stocks to react strongly if it comes in weak.

31.07.2025 20

Jim Edwards

Wall Street is poised for volatility today if it sees anything that looks like a vibe shift at the Fed

Investors are positioning themselves for some excitement today. They are likely to get it—as we get new numbers on U.S. GDP, a new rate decision...

30.07.2025 10

Jim Edwards

The markets are behaving as if Europe has pulled the wool over Trump’s eyes

Investors are trading as if one of two conditions will turn out to be true: That the deal is composed of stuff that was going to happen anyway, or...

29.07.2025 10

Jim Edwards

Europe surrenders to Trump (and thus secures victory by the back door)

S&P 500 futures moved up 0.27% this morning. But the STOXX Europe 600 rose by more than double that in early trading as investors in Europe realized...

28.07.2025 10

Jim Edwards

The stock market just blew through Warren Buffett’s favorite danger signal

Perhaps that’s one reason stocks are selling off globally this morning. While most indexes in Asia and Europe remain near their all-time highs,...

25.07.2025 8

Jim Edwards

‘Risk-on’! Stocks jump as EU and Japan trade deals give markets the certainty they crave

The TACO trade (Trump Always Chickens Out) appears to be in full effect, for anyone who was long on stocks.

24.07.2025 20

Jim Edwards

Despite the insults, the Fed is listening to Trump—but will likely make him wait anyway

Although Trump thinks Powell is “the Worst Federal Reserve Chairman in History" the Fed chair and his colleagues probably are listening to the...

23.07.2025 3

Jim Edwards

‘Goldilocks’ is ignoring the three bears, Wall Street analysts say

“Another week, another tariff salvo, and another market shrug,” Barclays analyst Christian Keller told clients.

22.07.2025 9

Jim Edwards

We’re about to find out if the crypto market is big enough to raise the price of U.S. bonds and the dollar

The GENIUS Act requires stablecoins in the U.S. be backed by dollars or U.S. Treasuries. That will lock in demand for dollars and short-term U.S....

21.07.2025 10

Jim Edwards

Trump’s tariffs are tipping Europe toward recession

The U.S. is Europe and Britain’s largest export market. About 20% of EU exports go to the U.S. at a value of around $581 billion. Europe’s trade...

18.07.2025 10

Jim Edwards

Bitcoin’s price rise is fueled by billions in traditional money coming from Wall Street

The influx of traditional capital is also reducing Bitcoin’s volatility.

17.07.2025 2

Jim Edwards

HPE’s deal with activist investor Elliott may still cost CEO Antonio Neri his job—or end with parts of the company being sold

Since 2022, Elliott has ousted 14 CEOs at companies where it got involved.

16.07.2025 4

Jim Edwards

If Trump fires the Fed’s Powell, ‘both the currency and the bond market can collapse,’ according to Deutsche Bank

Deutsche Bank's explosive scenario in a note titled, “What if ?”

15.07.2025 50

Jim Edwards

The markets are betting against Trump on the assumption the Fed will rescue them if their call is wrong

"At some stage, someone’s bluff could be called," says Deutsche Bank's Jim Reid. "If huge tariffs do get imposed on August 1st, in thin holiday...

14.07.2025 20

Jim Edwards

Another of Putin’s ministers allegedly commits suicide—he was abruptly fired hours before

“Sudden Russian death syndrome” strikes again.

07.07.2025 4

Jim Edwards

Uncertainty is the new certainty: That’s why investors are unbothered by Trump’s ongoing tariff chaos

Everyone expected Trump’s policies to damage the U.S. and global economy, but that damage keeps not appearing.

07.07.2025 10

Jim Edwards

At Hewlett Packard Enterprise, CEO Antonio Neri is facing off against an activist investor with a history of forcing out chief execs

Sources who talked to Fortune pointed to several clues, hiding in plain sight, about what Elliott potentially wants from HPE.

06.07.2025 10

Jim Edwards

Why Wall Street got the jobs number so wrong

“Seasonal noise” around government hiring skewed the numbers upward, analysts say, and payrolls are in fact pretty weak.

04.07.2025 10

Jim Edwards

Trump to speak with both Putin and Zelensky as U.S. freezes weapons aid to Ukraine

The announcement came as the U.S. has paused military aid to Ukraine.

03.07.2025 10

Jim Edwards

Trump may have dropped a clue on social media that the jobs number won’t be good

Trump got an advance look at the jobs number last night and then raged against U.S. Federal Reserve Chairman Jerome Powell on social media.

03.07.2025 3

Jim Edwards

Microsoft lays off 9,000 in AI drive, bringing total job cuts to 15,000 this year

“I think that AI and generative AI specifically is the most transformative technology of our lifetime, which is saying a lot, given that we have had...

02.07.2025 10

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Popular

Inside the Fed’s economic projections, ‘something isn’t adding up’ according to SoFi investment chief

Jim Edwards

Trump’s attacks on the Fed are hurting the dollar and driving up the price of gold

Jim Edwards

‘Peak Goldilocks’: The markets have bought the Fed rumors—watch for them to sell on the news

Jim Edwards

S&P 500 will hit 7,000 by early 2026, JPMorgan argues, as stocks climb ‘wall of worry’

Jim Edwards

Companies are spending so much on AI that they’re cutting share buybacks, Goldman Sachs says

Jim Edwards

When AI’s ‘inevitable slowdown’ comes it could tank S&P 500’s valuation multiple by up to 20%, Goldman Sachs says

Jim Edwards

The price of gold could hit $5,000 if Trump keeps meddling with the Fed, Goldman Sachs says

Jim Edwards

Nvidia’s massive market cap is a ‘bubble risk,’ Deutsche Bank says: ‘We appear to be in uncharted territory’

Jim Edwards

Gold hits new record and stock futures tumble as Wall Street worries over Trump’s tariff price increases

Jim Edwards

Tech stocks head south as investors see that growth in AI may not be limitless

Jim Edwards

Trump’s war on the Fed created a ‘twist steepener’ in the bond market and it’s hurting the dollar

Jim Edwards

Investors are ignoring the coming wave of tariff-driven inflation, Deutsche Bank warns

Jim Edwards

Investors got a look at a world where the dollar isn’t a reliable reserve currency and decided they didn’t like it

Jim Edwards

Wall Street is scared that we’re looking at the end of the Fed’s independence

Jim Edwards

Goldman Sachs says we’re on the verge of a stablecoin gold rush worth trillions

Jim Edwards

Sam Altman might be right: He’s not the only one who thinks the stock market is in ‘bubble’ territory

Jim Edwards

The bond market is signalling that a September cut from the Fed is no longer locked in

Jim Edwards

AI spending added 0.5% to GDP growth and the Magnificent 7 stocks are driving the market

Jim Edwards

There’s a good reason stocks continue to hit all-time highs—most companies are beating expectations, JPMorgan says

Jim Edwards

Markets cashed in on the war in Ukraine but may like peace with Russia even more, top analysts say

Jim Edwards

The ‘Fed put’ is back: If Tuesday’s inflation report is bad expect chaos in the markets

Jim Edwards

The dollar is in decline because of a global ‘loss of faith in U.S. leadership,’ Macquarie says

Jim Edwards

The U.S. economy may be ‘bad to ugly’ right now but investors are loving every minute of it

Jim Edwards

HPE got tangled in MAGA conspiracy theories and now its $14 billion merger with Juniper could be thrown out

Jim Edwards

Starbucks’ stock is being pummelled by Trump’s coffee tariffs while the rest of the market soars

Jim Edwards

Stocks leap on Palantir earnings but Goldman warns the U.S. ‘is near stall speed’—where the economy ‘weakens in a self-reinforcing fashion’

Jim Edwards

The dollar is being punished for the jobs data that revealed how weak the U.S. economy really was

Jim Edwards

Stocks slide globally as investors digest Trump’s new tariffs—analysts warn their ‘greatest fears’ are yet to come

Jim Edwards

HPE’s merger with Juniper Networks was approved by the White House for national security reasons: source

Jim Edwards

The Fed’s Powell said the phrase ‘downside risks’ six times in his press conference yesterday—is that bad news for tomorrow’s jobs number?

Jim Edwards

Wall Street is poised for volatility today if it sees anything that looks like a vibe shift at the Fed

Jim Edwards

The markets are behaving as if Europe has pulled the wool over Trump’s eyes

Jim Edwards

Europe surrenders to Trump (and thus secures victory by the back door)

Jim Edwards

The stock market just blew through Warren Buffett’s favorite danger signal

Jim Edwards

‘Risk-on’! Stocks jump as EU and Japan trade deals give markets the certainty they crave

Jim Edwards

Despite the insults, the Fed is listening to Trump—but will likely make him wait anyway

Jim Edwards

‘Goldilocks’ is ignoring the three bears, Wall Street analysts say

Jim Edwards

We’re about to find out if the crypto market is big enough to raise the price of U.S. bonds and the dollar

Jim Edwards

Trump’s tariffs are tipping Europe toward recession