2022-05-30 09:32:00 Monday ET
The new semiconductor microchip demand-supply imbalance remains quite severe for the U.S. tech and auto industries. Our current fundamental macro a
2018-06-25 12:43:00 Monday ET
Apple and Samsung are the archrivals for the title of the world's top smart phone maker. The recent patent lawsuit settlement between Apple and Samsung
2019-11-19 09:33:00 Tuesday ET
American unemployment declines to the 50-year historical low level of 3.5% with moderate job growth. Despite a sharp slowdown in U.S. services and utilities
2018-03-21 06:32:00 Wednesday ET
Fed Chair Jerome Powell increases the neutral interest rate to a range of 1.5% to 1.75% in his debut post-FOMC press conference. The Federal Reserve raises
2024-01-31 14:33:00 Wednesday ET
The new world order of trade helps accomplish non-economic policy goals such as national security and technological dominance. To the extent that freer
2019-08-22 11:35:00 Thursday ET
Fundamental factors often reflect macroeconomic innovations and so help inform better stock investment decisions. Nobel Laureate Eugene Fama and his long-ti