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Market Pulse by Caleb Gan

Clear insights on stocks, global news, and the trends driving financial markets.

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LATEST ISSUES


The Fed Will Probably Do Nothing on Wednesday. That Is the Dangerous Part

The Fed Will Probably Do Nothing on Wednesday. That Is the Dangerous Part

A pause is priced in. A surprise is not.

Wall Street Just Asked Big Tech for the Receipts

Wall Street Just Asked Big Tech for the Receipts

The AI trade faces its biggest test of the year this week.

The Richest Man on Earth Just Said the Quiet Part Out Loud

The Richest Man on Earth Just Said the Quiet Part Out Loud

Two companies, one man, and a merger nobody can stop talking about.

The Fed Meets Next Week and Wall Street Has No Idea What It Will Do

The Fed Meets Next Week and Wall Street Has No Idea What It Will Do

One inflation report turned a sure pause into a coin flip.

The Chip Index Just Did Something It Hasn’t Done Since 2008

The Chip Index Just Did Something It Hasn’t Done Since 2008

Eight red days in a row. Here is what it means for you.

The AI Boom Just Met Its Real Enemy

The AI Boom Just Met Its Real Enemy

Chip stocks fell this week, and it was not about earnings.

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