Trump Delays Meeting with China’s Xi

Fed Independence Is Sacred... Or So We've Been Told Authored by Richard Roberts via RealClearMarkets.com, For the better part of a year, many had become convinced that the Federal Reserve's independence was in its final days. The narrative rested on two prongs. First, an FOMC browbeaten by relentless public attacks, threats of removal, and a Justice Department criminal probe into Chair Jerome Powell. The pressure, many argued, had grown so intense that Fed decisions would no longer be trusted to reflect economics rather than politics. Second, a new chair expected to arrive in May...

The Early Signs Of A Massive Market Rotation Submitted by QTR's Fringe Finance I wanted to take a moment after this week, as the market continues to show signs of weakness, to revisit what is increasingly coming into focus as a potential strategy heading into next year. Most of my regular readers know that roughly two months ago, I laid out my expectation that the AI bubble could begin to unravel within the following six to ten months. Since then, we’ve started to see some meaningful cracks emerge, with selling pressure spreading...

Watch Live: Apple Unfolds Its Next Chapter As New CEO Takes Reins Summary: New CEO John Ternus' First Major Test with Wall Street Apple Set to Launch Foldable iPhone at 1 p.m. ET Event Live Launch Event Apple's product launch event at its Cupertino, California, headquarters begins at 1 p.m. ET. Here's a breakdown of the expected announcements and production outlook from Susquehanna semiconductor analyst Mehdi Hosseini: 1. Our checks suggest Sep-Q iPhone builds are tracking to 60 million units, including 28 million units of the iPhone 18 family and 1-2 million units of the iPhone Ultra1,...