Market Intelligence
- First to Market
- First to Market
Behind the Promised Manufacturing Revival
GOOD MORNING! It’s not easy to usher in a so-called golden age of American manufacturing. But fickle policy is surely not the way. President Donald Trump has repeatedly said that tariffs are a way to force American companies’ supply chains back home, signaling that the global economy may be headed...
- Earnings Daily
FSI Snapshot
Will Tariff Turmoil Linger?
Last week was UNDENIABLY PAINFUL for most investors, with SCANT REFUGE TO BE FOUND. At the end of the month and quarter on Monday, we...
Signal From Noise
CRISPR ― Improving Our Original Recipes
In 2020, Drs. Jennifer Doudna and Emmanuelle Charpentier won the Nobel Prize in Chemistry for developing the gene-editing tool known as CRISPR. In the words...
Your Weekly Roadmap
Tariff Shock Weighs on Indices Ahead of Potential Trade Negotiations
Good evening, The blood isn't running in the streets, but there's no denying that most investors found this week to be painful, with scant refuge...
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- Earnings Daily
First to Market
Spreading Their Wings
CHART OF THE DAY GOOD MORNING! "There is no kill switch." That's what Pentagon officials have recently been telling U.S. allies who had purchased (and...
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Signal From Noise
Where is the Economy Headed? Here’s What Six Weird Indicators Show.
The economy is confusing—not just for regular people but also for economists. Despite dedicating their entire lives to understanding and predicting it, they still get...
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Your Weekly Roadmap
The Fed Put is ‘Alive And Well’
Good evening, Market declines took a breather this week, after the Federal Reserve extended its wait-and-see stance on interest rates. The S&P 500 rose 0.5%...
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First to Market
The Joe We Need
CHART OF THE DAY GOOD MORNING! Coffee consumption in the U.S. is at a 20-year high, with 67% of Americans drinking coffee daily and 75%...
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