Warsh Wants A Quieter Fed. The Bank Of England Shows How
August 1, 2026
Kevin Warsh has long argued that central banks provide too much forward guidance.
Skeptics like Michael Burry warn that aggressive accounting and circular financing may inflate AI earnings.
REITs are outperforming the S&P 500 and Nasdaq year-to-date as the crowded AI narrative faces growing skepticism.
What has changed between Berkshire's early decades and today's AI-driven market, told through the data.
Markets are weighing AI monetization against rising capex as Mag 7 growth remains the primary driver for the S&P 500.
The Fed is expected to hold rates steady in July, pausing after June's hawkish shift as inflation and labor data cool.
August 1, 2026
Kevin Warsh has long argued that central banks provide too much forward guidance.
August 1, 2026
Nvidia faces scrutiny over a potential $250 billion guarantee for OpenAI’s data center project.
August 1, 2026
Core GDP remains robust as AI-driven investment and software spending fuel economic expansion.
August 1, 2026
S&P 500 futures continue a directionless three-month grind amid economic and geopolitical uncertainty.
August 1, 2026
The S&P 500 faces a potential fourth wave correction as options volatility in Nvidia and Micron subsides.
August 1, 2026
Corporate insiders are the most bearish in decades, with net buying hitting a 21-year low.
August 1, 2026
Massive government deficits are suppressing traditional recession signals, making bonds a risky bet.
August 1, 2026
The Fed's 9-3 vote to hold rates triggered a bond market "bear steepener" as investors doubt its inflation resolve.
August 1, 2026
The S&P 500 stalled in July as a 20% semiconductor correction signaled a shift toward market consolidation.