“The two parts of the market, equities and fixed income, they’re not saying different things, they’re just focusing on two different things right now”
Stocks Are Trading Near Highs. So Are Bond Yields.
“The knee jerk reaction would say ‘hey, CPI came in a little hot, the market may continue to pull back just a little bit,’ but in my mind, like it feels like it’s now a well-signaled September hike”
Why Stocks Are Rising After Hot Inflation Data
“The unexpected surge in the August jobs report puts additional pressure on the Fed’s price stability mandate”
Small CPI surprise could trigger big Fed rate decision
“The AI-driven power grid bottleneck is creating significant investment opportunities”
AI power bottleneck makes Quanta Services and Amphenol top picks, David Wagner says