After months of intense back-and-forth, President Trump finally picked a new Chair for the Federal Reserve.

Increasing productivity could drive GDP growth, even in the face of zero growth in payrolls. Historically, this would be rare.

Corning partnership with Meta. UPS earnings. UNP earnings. RTX earnings. And the US dollar is falling

Earnings season continues, with reports from two blue chips - P&G and GE Aerospace. We'll also review inflation and look at the 10yr yield.

Today, SCOTUS is hearing arguments about whether the claims against Lisa Cook are "cause" for her removal from the court. At actual stake is the Fed's independence.

(1) Gold prices continue rising. (2) Bank earnings and the economy. (3) Retail sales and PPI data.

(1) DOJ is investigating the Fed Chair. (2) Trump proposed a 10% cap on credit card rates. (3) Oil is rising from further tensions in Iran.

US defense stocks swing on two updates from the President. We also got insight into what will happen to Vez's oil. Last, we've introduced a global risk board.

AI-related stocks are falling today on news on Oracle and Amazon. And we have an update on the Fed Chair race. Apparently, the decision is still up in the air.

After finally getting the jobs data for October and November, we see job market is still growing slower than usual -- but not collapsing.

As expected, the Fed announced a cut to interest rates yesterday. We'll go through that and look at the forecast for 2026.

Two key macro reports today -- PCE inflation and consumer survey -- should both give the Fed a green light to cut rates next week. We will also talk about how consumer stocks are faring recently.

December 3, 2025 Summary Amazon is hosting its Amazon Web Services (AWS) conference this week. So there's lots of chatter about its AI offering relative to competitor AI cloud providers. We'll also talk briefly about monthly payrolls from ADP. In absence of the regular govn jobs figures (delayed by the shutdown), the ADP reports have taken on greater importance. Amazon AWS Amazon is hosting its AWS conference this week.  The company gave an update on the release of its own

Google is emerging as not only a leading AI model company (with Gemini) but now also is marketing its own line of AI processors with partner Broadcom.

Market news: quick takes on Google and a downgrade on Dell, as well as the current odds of a Fed rate cut

The Fed's mouthpiece at the WSJ published a new article. We'll take a look at what this means for odds of a rate cut.