A Hike Like No Other
Written by Michael Lebowitz and Lance Roberts | Sep 18, 2026 | Daily Market CommentaryWe hate to drone on about a Fed rate hike, but we want to stress…
> Read MoreWe hate to drone on about a Fed rate hike, but we want to stress…
> Read MoreThe Fed hiked by 25 basis points and alluded to another hike, as the market…
> Read MoreOur title, “Fed Hikes,” is a bit presumptuous, but with Fed Funds futures assigning a…
> Read MoreAnthropic CEO Dario Amodei published an essay, “We Must Pace the Frontier,” on his personal…
> Read MoreLast Thursday’s Treasury buyback operation was deemed “weak” in the financial media as it bought…
> Read MoreTwenty-five years ago today, nearly 3,000 people lost their lives in the September 11th attacks,…
> Read MoreAt a speech Tuesday night at SMU, Treasury Secretary Scott Bessent threatened currency traders to…
> Read MoreFed Chairman Kevin Warsh’s recent Hawkish Pivot raises a troubling question: is he actually worried…
> Read MoreThe BLS reported that payrolls jumped by 162,000, more than tripling estimates of a 50,000…
> Read MoreCoreWeave, which rents GPU computing capacity to AI labs and hyperscalers, sits at the heart…
> Read MoreFor those worried about the impact of deficits and inflation on US bond yields, it’s…
> Read MoreAfter 15 years of guiding Apple to become the largest US company by market cap,…
> Read MoreBecause Warsh doesn’t believe in forward guidance, Friday’s Jackson Hole speech may be the last…
> Read MoreTraditionally, the annual Jackson Hole Symposium is where the Fed Chair signals which economic forces…
> Read MoreNvidia reported record fiscal second-quarter results Wednesday with revenue more than doubling year over year…
> Read MoreBitcoin peaked a year ago, hitting an all-time high of $126,210 in October 2025, and…
> Read MoreFamed investor Stanley Druckenmiller published a Wall Street Journal opinion piece (Let The Bond Market…
> Read MoreThe Treasury General Account (TGA) is Treasury’s cash balance held at the Federal Reserve. Its…
> Read MoreKevin Warsh delivers his first Jackson Hole speech as Fed Chair on Friday, August 28,…
> Read MoreStarting December 6, 2026, Nasdaq will offer a trading session starting at 9 p.m. to…
> Read MoreThe U.S. Treasury announced yesterday that it will at least double its liquidity-supporting buyback operations…
> Read MoreCem Karsan is flagging August 21, the monthly options expiration (OPEX) date, as the setup…
> Read MoreLast week, we wrote two short articles within our Commentary summarizing Mark Zuckerberg’s new stance…
> Read MoreFriday’s weak retail sales report did more damage to the hawkish case. Sales fell 0.6%…
> Read MoreAccording to an article published Wednesday in The Wall Street Journal, more than 40 S&P…
> Read MoreNvidia announced an agreement with Wall Street heavies, Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and…
> Read MoreGreg Abel just completed his first full quarter as the CEO of Berkshire Hathaway, taking…
> Read MoreThe Tweet on the right below irresponsibly suggests that if SK Hynix shares double, as…
> Read MoreThe Friday BLS employment report showed the economy lost 23k jobs. Along with last Wednesday’s…
> Read MoreAMD and SanDisk (SNDK) delivered earnings beats this week, yet both stocks fell. AMD posted…
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