Investors Want to Know What Firms Are Spending More Than Earning

Published on April 21, 2025

Wall Street is already looking past what’s expected to be Corporate America’s slowest gain in quarterly earnings in a year, instead focusing on a number that rarely captures the limelight: capital expenditures.

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The Dark Side of Surging Bank Trading Revenue

April 21, 2025
Banks including Goldman Sachs Group Inc. and JPMorgan Chase & Co. can thank the White House’s aggressive disruptions on tariff policy and other issues for record hauls from equities trading in the first quarter, when market volatility began to surge.

Swaps & Basis Trades Signal Mounting Liquidity Problems

April 21, 2025
As we have learned repeatedly, the Fed will take extensive emergency measures if it perceives liquidity problems. Even above their congressional mandated objective of managing employment and prices, the Fed's top priority is preserving the banks.