Buzz on Business

The Carry Trade Unravels: A Deeper Look Behind the Market Selloff

William Walsh
As a general rule, we are disinclined to monocausal explanations of economic or financial developments. The economy and markets are complex, chaotic s...

The Sahm Rule: A New Recession Indicator or Just Noise?

William Walsh
The US economy coughed on Friday, the Japanese and Korean stock markets caught a cold and then at 9:30 AM ET yesterday, what had been a not all that u...

Intel's Meltdown: A Cautionary Tale for Investors

William Walsh
In 2002, or thereabouts, I began working with a client who owned something like $1.5 million of stock in Intel, which was, at the time, the largest ch...

Economic Jitters Send Stocks Plunging: What's Next?

William Walsh
Stocks sold off, hard, from open to close on Thursday, in one of the biggest daily declines in over a year. It was brutal. But in a market that has be...

Oil Surges, Gold Shines: Commodity Corner Update 

William Walsh
While this is probably the case with all press conferences, especially those held by political figures, there seem to be three broad categories of que...

Market Madness: Microsoft Miss, McDonald's Magic, and a Fed Frenzy 

William Walsh
The Buzz on Business for July 30th, 2024  Microsoft and a host of other big technology companies sold off during the day on Tuesday, in anticipat...

Market Mood Swings and Fed Jitters: A Boring Day on Wall Street

William Walsh
Perhaps the best explanation for the rather confusing market action we saw on Monday is the Federal Open Market Committee and its two-day meeting that...

Fed Meeting, Earnings Season, and Economic Reports: A Week to Watch

William Walsh
The inflation data released on Friday came in pretty much as expected and, to us, appears to set the table for rate cuts, perhaps as soon as this Wedn...

Market Rollercoaster: A Wild Ride from Green to Red 

William Walsh
The Buzz on Business for July 25th, 2024  After opening lower, stocks seemed poised to show some welcome strength after Wednesday’s rout. All t...

Extraordinary Delusions: Why Markets Act Like Crowds 

William Walsh
The Buzz on Business for July 25th, 2024  Wednesday was a brutal day for stocks. There is no two ways about it. The major indexes gapped down at ...

Market Rallies After Political Upheaval: The Financial Animal Says Stay Calm 

William Walsh
The Buzz on Business for July 22nd, 2024  Here on the Buzz on Business podcast, we studiously avoid discussing partisan politics and, apart from ...

Friday's Sell-Off: CloudStrike Chaos or Sign of a Market Correction?

William Walsh
The Buzz on Business for July 22nd, 2024 Markets fell dramatically on Friday to conclude the worst week for stocks since April, and the second biggest...

Financial Animal

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