Buzz on Business

Mixed Market, Mixed Signals: Navigating the September Effect 

William Walsh
Stocks were again mostly lower on Thursday, a bit of a rebound in the large cap tech stocks kept the NASDAQ out of the red for the day.  Fears of ec...

NVIDIA's Earnings Blowout: Market's Mixed Reaction 

William Walsh
Artificial Intelligence giant NVIDIA reported 2nd Quarter financial results after the bell on Wednesday and the numbers exceeded expectations along ev...

The Fed's Tightrope: Why Lower Rates Might Not Boost Asset Prices

William Walsh
Like Darth Vader finally blurting out that he was indeed the baby daddy, Federal Reserve Board Chairman Jerome Powell, in his speech to the Jackson Ho...

Government Subsidies and Inflation: Unpacking the Housing Debate

William Walsh
Consider the market for widgets. Widgets are a necessity, have been in short supply and their price has increased by about 25% in recent years and now...

Inflation, Markets, and Manufacturing and the VP Harris Inflation Plan 

William Walsh
We studiously avoid politics on the Buzz on Business podcast, and we do this for a couple of reasons. First, it’s a divisive topic and we aim to uni...

CPI Comes in as Expected, Market Yawns 

William Walsh
The headline Consumer Price Index numbers came in precisely as expected on Wednesday morning. We’ll get into those numbers in just a minute but the ...

PPI Report Delivers: Stocks Soar, Bond Yields Fall 

William Walsh
The business, financial, economic or stock market story that has dominated our collective consciousness over the last year has not been the labor mark...

Is the Market Taking a Vacation? Inflation Numbers Could Change That

William Walsh
Stocks finished mixed but mostly little changed again on Monday, on volume that was as low as we’ve seen for any non-holiday session in a very long ...

Market Lull and Economic Heat: A Summer Snapshot

William Walsh
Friday was a boring day in the markets. Stocks finished mixed but little changed. Especially compared to the dramatic moves we’ve seen lately. Volum...

Market Jitters: Another Day, Another Downturn

William Walsh
The Buzz on Business for August 8th, 2024 Stocks opened higher—substantially higher—on Wednesday, they quickly rallied above and beyond Tuesday’...

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...

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...
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