Tempus AI (TEM) Looks Attractive Based on Results - Not Just Hype
AI That Actually Matters: The Investment Case for Tempus AI.
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Dossiers
Merck: From Discounted to Rediscovered - And Still Undervalued
A discounted valuation, resilient earnings power, and pipeline momentum point to upside beyond the recent rally.
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Why Credit “Breaks” All at Once
When a fast market sits on a slow one, price discovery doesn’t fade — it snaps.
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The Hidden Machine Behind a Volatility Spike
Surface — when the “news” is known, swings still grow.
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Thursday wasn’t about what had happened.
Thursday, the day after the Fed’s hold, trading desks split their attention across two entirely separate countdown clocks converging on the very next day: a partial government shutdown deadline at midnight, and a widely expected Fed chair announcement that analysts had been anticipating for weeks.
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The rate didn’t move.
Wednesday, the Federal Open Market Committee left interest rates unchanged at 3.50-3.75 percent, ending 2025’s streak of three consecutive cuts and marking the first genuine pause of the easing cycle — a decision markets had priced as close to certain going in, with CME FedWatch showing better than
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The bill was supposed to be the easy part. By Monday, easy had stopped being a safe assumption.
Monday, with four days left before a partial shutdown deadline, the appropriations package that had been widely expected to clear the Senate hit an unexpected obstacle — several Democratic senators withdrew support over the weekend, demanding policy and process reforms at Customs and Border Protecti
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The market processed a genuinely eventful week and concluded, correctly, that the more important events hadn’t happened yet.
Friday capped one of the more information-dense weeks of the young year — a Supreme Court argument over Fed governance, a synthetic inflation data patch, and continued earnings season, all landing within five trading days — and institutional desks spent the session doing something markets rarely do
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The number matched what everyone expected.
Thursday, the Bureau of Economic Analysis released its delayed October and November PCE inflation report — the Fed’s actual preferred inflation gauge, arriving nearly three months late, patched together using a technique that quietly became this cycle’s defining data-integrity story: estimating Octo
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The justices spent the morning debating a legal standard.
Wednesday, the Supreme Court heard oral arguments in Trump v. Cook — the case testing whether a president can remove a sitting Federal Reserve governor over allegations that predate her appointment and remain formally unresolved, a full five months after the administration first tried to fire her.
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Two separate stories were converging on the same week.
Tuesday, institutional desks entered a week carrying two entirely separate, high-stakes events on the calendar within 48 hours of each other: Wednesday’s Supreme Court oral argument in the Trump administration’s attempt to fire Fed Governor Lisa Cook, and a delayed inflation report due Thursday that
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The market wasn’t just guessing who would get the job.
By the third week of January, with Trump’s decision on Powell’s successor still unannounced and the January FOMC meeting less than two weeks away, speculation over who would eventually lead the Fed after May had become its own tradable market variable — currency and gold desks were pricing candidate
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