The Consumer Is Breaking, but Stocks Do Not Care for Now
The Mirage of Employment
Let us begin with a number that the financial media has chosen, with characteristic cowardice, to bury beneath triumphant headlines about a resilient labor market: 55,000. That is the average monthly in the United States over the past six months. Fifty-five thousand jobs per month for an…
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3 Sectors That Look Most Vulnerable Ahead of May 15
stocks are hitting record highs. The has strung together six consecutive up weeks. And on May 15, a new Federal Reserve chair takes the helm in one of the most complex macro environments in recent memory.
That combination—a melt-up market and a leadership transition at the Fed—is exactly what has Marc Chaikin, founder of…
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Economic Week Ahead: CPI, Retail Sales and Fed Signals Take Center
The closed Friday at 7,398.93, another record high. The index is 9.2% above its 200-day moving average. Earnings have done the heavy lifting so far this year. The Q1-2026 earnings reporting season is winding down, with companies representing 1% of the S&P 500’s market cap reporting this week and another 12% the following week.Economic…
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1 Stock to Buy, 1 Stock to Sell This Week: Applied Materials, Alibaba
- U.S. inflation data, retail sales, U.S.-Iran developments and the Trump-Xi summit could dominate the coming week.
- Applied Materials stands out as the stock to buy, driven by its strong positioning in the semiconductor equipment market amid surging demand for AI infrastructure.
- Alibaba emerges as the one to sell, as…
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US concerned by Taiwan defence delay ’concession’ to China By Reuters
TAIPEI, May 9 (Reuters) – Further delays to Taiwan military spending are a “concession” to China, the U.S. State Department said, as Taipei’s defence ministry detailed the impact of projects excluded from a package passed by the opposition-controlled parliament.
Taiwan President Lai Ching-te had sought $40 billion in supplementary defence spending to…
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United States Consumer Price Index (CPI) MoM
Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin…
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German Economy Back in Crisis Mode as Ifo Index Drops to Pandemic
At the end of 2025, the economy finally seemed to be escaping its endless stagnation, with growth returning in the fourth quarter, rising industrial orders, and the expectation of billions in defence and infrastructure investment. An upturn was within sight until, that is, the war in the Middle East started. The just-released Ifo…
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S&P 500 ends down as chip stocks give up gains By Reuters
By Noel Randewich and Sruthi Shankar
May 7 (Reuters) – The ended lower on Thursday, with and other chip stocks retreating after a recent rally, while uncertainty around U.S.-Iran peace talks weighed on the wider market.
U.S.-listed shares of tumbled as worries about the company’s ability to secure sufficient supplies for its new…
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Global Economic Outlook: Analyzing the IMF’s April 2026 Report
Weekly Market Review
The globalEconomic landscape is currently facing a period of significant recalibration. In the latest World Economic Outlook (WEO) released on April 14, 2026, the International Monetary Fund (IMF) detailed several emerging pressures that may influence global growth trajectories. The report suggests that the recent escalation of…
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A peace wish and chips By Reuters
By Jamie McGeever
ORLANDO, Florida, May 6 (Reuters) – Hopes that a U.S.-Iran peace deal might be imminent propelled globalstocks to new highs and sent oil prices tumbling on Wednesday, with the U.S. AI frenzy intensifying on strong earnings and reports of mega spending commitments in the sector.
In my…
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$125 Oil Could Tip Global Economy Into Recession
Elevated oil prices for a sustained period of time would tip the globaleconomy into a recession, Moody’s Analytics’ head of international economics, Gaurav Ganguly, told CNBC, pegging the game-changing price at $125 per barrel of .
If prices go that high and stay that high long enough, the world will…
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The Robot Economy: Who Wins, Who Gets Left Behind
Robots are coming to the economy. It is inevitable, really, and there is nothing that will stop it. At some point in the not-so-distant future, robots will infiltrate every aspect of our lives, from office work and manufacturing to service work and trade skills, and even your home. Here are some…
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