Daily Market Commentary

Daily Market Commentary

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Can Bessent Juggle The Treasury And The Fed?
The Trump leak hidden over the past weekend
Intel Pushes For Change: Will It Save Them?
Can Intel compete against TSMC, NVDA and others?
ADP Signals Labor Market Weakness
What might be in store for the BLS employment data?
Amazon Has Over One Million Robots!
The age of robotics is here!
The UM Survey: It Ain’t What It Used To Be
Check out how the University of Michigan Sentiment Survey changed

June 2025

Shadow Fed Chair: Good Idea?
What may Donald Trump have up his sleeve to get the Fed to move?
Dollar Reversal: What It May Mean For Gold and Bonds
A follow up to our discussion on a coming dollar rally.
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Dollar Reversal: What It May Mean For Gold and Bonds
Yesterday’s Commentary noted that the dollar is very oversold and likely due for a reversal.
SNB Brings Back Zero Percent Interest Rates
With interest rates in developed economies falling but still significantly higher than their respective troughs in 2021-2022, some pundits are claiming…
Powell Testifies On Monetary Policy To Congress
Fed Chair Jerome Powell presented his quarterly testimony to the House yesterday and will testify to the Senate today.
Strait Of Hormuz Closure: Why It Hurts Iran Too
Closing the Strait of Hormuz would have severe implications for global trade, most importantly oil.
Behind The Meter Solutions: The Gas Powering AI
As the building of AI and cloud data centers expands rapidly, the demand for energy to power these data centers grows.
© 2025 Michael Lebowitz
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