The big news this week was President Trump’s reaction to China’s decision to impose export controls on its rare earth metals that are used in a variety of technologies. Read More
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After struggling to adapt to import tariffs and a hostile regulatory environment for electric vehicles, Lear appears oversold and ripe for a recover in 2026. Read More
Although the big drop in demand for consumer credit did not rattle the financial markets, it could be significant if it presages a slowdown in consumer spending until the jobs market starts to improve. Read More
Consumer credit, mutual fund flows, and the VIX may give us a hint as to what last week's employment report might have looked like. Read More
As long as consumers keep spending, stocks can keep going up. Read More
This month’s Personal Finance options recommendation includes two strategies, selling a covered call and selling a naked put on Aecom (NYSE: ACM) Read More
Although consumers have displayed a low degree of confidence this year about the future health of the economy, this is the first time they appear to be feeling that same level of pessimism about the present condition. Read More
Consumer confidence, auto sales, and employment data. Read More
The reality is beginning to sink in on Wall Street: inflation is back, and it’s not likely to abate as long as the Fed keeps cutting interest rates. Read More
As long as the annual growth rate for inflation remains below 3 percent, the Fed will continue to prioritize maximum employment over price stability. Read More