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The Fed Is Debating a Rate Hike Using Numbers Built on 60% of the Data
The first jobs print uses 60.4% of survey responses. The final uses 90.9%. Last year’s benchmark erased 911,000 jobs. Here’s how to invest when the data is a first draft.
Read moreNvidia Just Beat by $4 Billion. The AI Memory Shortage Is the Bigger Story.
Nvidia beat by $4B and guided to $108B. But the AI memory shortage now eats 30% of hyperscaler AI budgets – and it’s about to raise your PC and phone prices.
Read moreFalling Oil Prices Are Supposed to Cut Yields. Yields Just Hit a 20-Month High.
Falling oil prices normally drag bond yields down. This time the 10-year hit a 20-month high instead. Here is what that divergence means for your money.
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The Fed Is Debating a Rate Hike Using Numbers Built on 60% of the Data
The first jobs print uses 60.4% of survey responses. The final uses 90.9%. Last year’s benchmark erased 911,000 jobs. Here’s how to invest when the data is a first draft.





