Why Fed Chairman Warsh’s Pivot Risks Confusing Markets

Pressure builds to expand bill banning Congress from insider prediction bets to all of government

Prediction markets like Polymarket and Kalshi, which allow people to trade on the outcome of real-world events, have become a political flashpoint in recent months.

Fed’s Barkin warns of high inflation, but sees signs of relief

“Businesses, when they set prices, take today’s inflation as a factor, and so I think there’s some persistence to inflation.”

Experts argue American economy is now defined by Trump’s temperament

A new analysis found finance professionals declared the stock market is being increasingly driven by President Donald Trump’s temperament rather than rational capital allocation. Politico’s analysis reported investors abandoned traditional earnings and cash flow analysis, instead obsessively speculating about which companies will gain or lose Trump’s favor. Firms are systematically forecasting which industries will benefit []

Worst in class: Why our sharemarket performance is a global outlier

While markets around the world have enjoyed a buoyant financial year, our sharemarket went backwards after accounting for inflation.

Why Fed Cuts Beat Rate Hikes

Markets may be pricing yesterday's economy. iCapital's Dan Suzuki joined Bloomberg Open Interest to explain why slowing job growth and cooling inflation make Fed rate cuts more likely than hikes, why higher Treasury yields haven't broken the stock rally, and why AI leadership may be shifting away from chipmakers toward hyperscalers that can actually monetize their massive investments. (Source: Bloomberg)