Up, Down, and All Around What a week. A seemingly minor pullback began last Thursday after some weaker-than-expected U.S. manufacturing data, which was exacerbated by a weaker-than-expected Jobs report on Friday, and then the whammy of major stock market volatility in Japan over the weekend sent the S&P volatility index (VIX) to 65 on Monday…Read more
Recession-Bound? Economists rely on many metrics to measure the health of the economy — and one is currently suggesting its health may be faltering. The so-called Sahm Rule signaled the U.S. may be in the early stages of a recession, spooking some investors and contributing to the recent sell-off in the stock market. What Is…Read more
Boom or Bust? The AI boom has been driving the stock market higher for months. But is the trend showing signs of slowing? The final week of July was volatile for semiconductor stocks like NVIDIA (NVDA), Qualcomm (QCOM), and Arm Holdings (ARM). These companies build the computer chips used to power AI data centers. Their…Read more
