Morning Slate
The Morning Slate is a daily market briefing connecting the major stories shaping the trading day. It brings together developments across markets, companies, economics, and policy to provide readers with a concise view of what happened, why it matters, and what to watch next.
Latest articles
- Earnings season just started. It's already telling two different stories.
- Record stocks and 2002 yields walked into October
- Three out of four stocks are sinking. The ones that aren't are worth $30 trillion.
- Goldman's top trader just said the quiet part out loud
- 29K jobs, a record Nvidia, and the Fed just lost its excuse
- Two earnings. Two Americas. One jobs report.
- Inflation fell. The AI trade exploded. And the robots went rogue.
- Consumer confidence just hit levels not seen since 2014. The S&P didn't flinch.
- The median S&P 500 stock is down 16%. Nobody is talking about it.
- Trump killed the Hormuz deal. Oil is repricing everything.
- Two data releases, one summit, and a bond market that answers to nobody
- The strongest business activity in five years is pushing the Fed toward another hike
- Four chipmakers are now worth $1 trillion . Something has to give.
- It wasn't a GPU day. It was a CPU day.
- Buffett quit. Xi is coming. The Fed just reloaded.
- $6.2 trillion expires today
- Consumers are spending like they're fine. The Fed just said they're not.
- Warsh's first hike lands in the middle of a diesel crisis
- The Fed walks into the most dangerous room in years
- What happens when the builders say stop?
- Four straight losing days. One number left.
- AI solved a 90-year-old math problem in 88 hours. The stock market can't solve Thursday.
- Apple’s foldable iPhone and Treasury’s $4B Buyback
- $97 oil. 5.25% on the 30-year. 57 days to the midterms.
- The White House wants cuts. The Fed wants a hike. One jobs report picks the winner.
- $95 billion in AI orders. One company. One quarter.
- The US and Europe are hiking into the same wall
- Cook's out. Ternus is in. Apple's AI clock starts today.
- A rate hike is now the base case. Are you positioned for it?
- Nvidia rallied 9%. Marvell beat and dropped 7%. Same week.