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Market participants face mounting uncertainty as high AI capital expenditure meets rising interest rates and persistent inflation. Max Wasserman, SVP and Portfolio Manager at the Miramar team, emphasizes that the primary risk lies in the debt market, where the escalating cost of capital threatens to undermine the viabi...
The current market exhibits a "casino-like" volatility driven by high-frequency systematic funds and short-term speculative trading, particularly within the artificial intelligence sector. Liz Ann Sonders, Chief Investment Strategist at the Schwab Center for Financial Research, observes that while early earnings report...
The Federal Reserve's upcoming policy decisions hinge primarily on the September CPI report, with a specific focus on achieving a monthly core inflation reading of 0.2% or lower. While current market expectations suggest a pause in interest rate hikes for October, a second increase remains likely in December to ensure ...
Anthropic’s upcoming IPO, rumored at a $100 billion valuation, serves as a critical litmus test for investor appetite in the high-scale AI sector. Following the successful market reception of SpaceX, experts David Shapiro of OpenBC and Evan Schloassman of NeoStellar anticipate robust demand despite potential volatility...
The U.S. labor market is transitioning into a "low-fire, low-hire" phase, characterized by a modest 29,000 job gain that remains above the 35,000 monthly threshold required for stability. Joe Brusuelas, chief economist at RSM, attributes this cooling trend to long-term demographic shifts, specifically baby boomer retir...
Current financial markets are defined by rising interest rates and a rapid AI build-out, yet the present economic environment differs significantly from 2022 due to lower inflation and higher baseline yields. Eric Diton, President of the Wealth Alliance, argues that a 5% 10-year Treasury yield is not a death knell for ...
The Federal Reserve’s recent 25-basis-point rate hike functions as an insurance policy against energy-driven inflation, driven by the FOMC’s need to establish hawkish credibility under new leadership. Dr. William Lee, former Chief U.S. Economist at Citigroup and senior official at the Federal Reserve and IMF, highlight...
The Federal Reserve faces a critical decision regarding interest rates as inflation data remains "hotter than expected" despite being within consensus. Ted Thatcher, president of Bright Lake Wealth Management, argues against further rate hikes, suggesting that a 25 basis point increase cannot address the primary driver...
The Treasury Department’s announcement of a $6 billion bond buyback program serves as a modest attempt to stabilize the bond market, though its impact may be overshadowed by an expected reacceleration in inflation. Eddie Ghabour, owner of Key Advisors Wealth Management, identifies rising oil prices as the primary drive...
In this episode of Market Overtime, host Sam Vardis interviews Michael Saylor, Executive Chairman of Strategy, about Bitcoin and digital assets. Saylor discusses Strategy's recent S&P rating as the first bitcoin treasury company, its digital credit instruments, and the company's business model of buying Bitcoin and iss...
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