The Stock Market Looks Overcooked as Rate-Cut Hopes Fade. Where to Go Instead.

Risk-free Treasury bills yield more than 5%, matching the return that Wall Street strategists expect from stocks through year end. Read More...

Rate-Cut Concerns Wreck Nvidia’s Earnings Party

A cloudier outlook for interest-rate cuts is becoming more important for stocks than the AI narrative, says one market strategist. Plus, investment newsletter commentary on slowing economic activity, deteriorating market conditions, and Russia’s import of Chinese cars.


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