Bonds say hike. Stocks say relax. We're stuck.
PMI hit 54.5% on AI CapEx demand while employment contracted for the third straight month.
U.S. manufacturing still expanding. Equity valuations hold as the business cycle accelerates.
330,000 companies want their money back from Uncle Sam.
Defensive strikes in the Strait.
Nvidia earnings breakdown.
Bill Ackman’s $190B bet.
IEA is running on empty.
Apple's new chip BFF.
Hormuz is reopening? And oil is sliding.
Trade wars: Tariffs strike back.
Earnings season is shaking up markets.
