Nora Halloran
Nora writes US Market Current's analysis desk, connecting rates, commodities, and positioning data to what they imply for the equity market's next leg.
Articles by Nora Halloran
A Coin-Flip Fed Meets a Crucial CPI: Why Wednesday's Inflation Report Carries Unusual Weight
With markets split 50-50 on whether the Federal Reserve hikes or holds in September, July's consumer price data arrives at one of the most finely balanced moments for policy in years.
Gold Above $4,400: What the Metal's Relentless Run Is Really Signaling
Bullion set another record this week as weak jobs data collided with a Fed still debating hikes — and the rally reads less like a trade than a referendum on the inflation fight.
The Quiet Rotation: Small Caps and Industrials Take the Wheel Ahead of CPI
With megacap tech stalled and the Nasdaq slipping while the other majors held near records, the Russell 2000 led Tuesday's tape as industrials, solar and metals caught bids. The market's internals are shifting even as the indexes stand still.