Charles Payne's Market Commentary TOO HOT? 9/24/2026 - We already knew a manufacturing renaissance was underway,
but it seems to have shifted into an even higher gear. In
addition, the service economy is also firing on all
cylinders. In a common-sense world, this would be great
news,
worthy of celebration and high stock prices. In the world of
a hyperactive Federal Reserve, it's too much of a good
thing and must be tamped down....
MORE
Payne's Perspective: Dropping the Mix A major shift from training to inference, sparking a renaissance in central processing unit (CPU) demand, which fell by half in 2025. Moreover, competition for AI server racks is increasing, even as growth is expected to peak in 2027. Don’t confuse that with growth stopping. Read more.
Payne's Perspective: Doomsday Crowd Shift Campaign Into Overdrive After the Consumer Price Index (CPI) release, just about every firm on the Street joined the rate-hike camp, with only two holdouts. I don’t think the Fed should hike, but if they do somehow, Warsh has got to communicate it’s a “dovish hike” (only one). Read more.
MAIN STREET WISDOM Observations of a concerned public Rick K writes: - 9/3/2026 I love the research that is offered by Charles and the gang! ...more Voice your comments, ideas or frustrations!
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