Why the U.S. stock market may continue to hold up even as inflation rises again
Investors typically expect rising long-term rates to put pressure on stocks, especially when inflation spikes, but the S&P 500 SPX was up slightly for one week through Thursday, up 4.1% for 2025 and ...
Inflation, interest rates, and market confusion: What’s next?
It’s not logical for the dollar to fall when the US has the better growth, inflation not cooling, a semi-hawkish central banks while everyone else is cutting rates, and that yield differential As ...