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Retail Sales Beat Expectations, but the Number Everyone's Missing Is 1%
Retail sales rose 0.6% last month, triple the 0.2% economists had penciled in, and sales are now running 5% above year-ago
Daniel Whitmore
Eli Lilly's Best Quarter Ever Is Also a Story About How Concentrated Pharma Growth Has Become
Eli Lilly just posted its strongest quarter on record, with second-quarter revenue of $23 billion, up 48% year over year, and the company
Daniel Whitmore
The Fed Just Went From Cutting Talk to Hike Odds in a Matter of Weeks
A month ago, the debate around the Fed centered on how much room existed for rate cuts given a visibly cooling labor market. Now
Daniel Whitmore
The SEC Is Rewriting the Rules to Get Companies Back on the Public Markets
IPO activity is already accelerating without any rule changes. There were 99 IPOs raising more than $22 billion in the first quarter of 2026,
Daniel Whitmore
Washington Just Floated the Largest Defense Budget Since World War II
The current US defense budget already runs around $1 trillion for the year. The administration's proposal for 2027 would push that to
Daniel Whitmore
Silver Just Hit a Two-Month High, and It's Still Down Nearly Half From January
Silver opened this week at its highest level since June, trading above $62 an ounce and holding near $58 through early August as tensions
Daniel Whitmore
Mortgage Rates Are Creeping Back Toward 7%, and Oil Is Part of the Reason Why
The 30-year fixed mortgage rate has climbed to 6.65% to 6.66% as of early August, with some refinance quotes pushing past
Daniel Whitmore
Big Tech Is About to Spend $697 Billion on AI, and the Bill Just Got Bigger
Sell-side analysts now peg 2026 capital spending at roughly $697 billion for just five US technology companies, up $173 billion from where estimates
Daniel Whitmore
The Labor Market Is Cooling "Unmistakeably," and That Phrase Is Doing a Lot of Work
The economy added 142,000 nonfarm payroll jobs last month, short of the 165,000 economists expected, while the unemployment rate ticked down to
Daniel Whitmore
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