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Hardika Singh
Economic Strategist, Market Intelligence
Hardika writes original economics and markets analysis for the daily note First to Market, weekly note Your Week Ahead, and bi-weekly note Signal From Noise. She specializes in translating complex topics into digestible insights for vertical videos on LinkedIn and TikTok, media appearances, and opinion articles in publications. She learned how to do that well when she analyzed and reported on financial markets for the Wall Street Journal. There, she was also in charge of writing the newspaperβs daily Central Banking Pro newsletter and frequently appeared on CBS News to help investors understand the latest market moves. In her current role, she appears on NYSE TV and is quoted in the New York Times, Bloomberg, CNN, CNBC, Barron's, Axios, MarketWatch, The Street, Business Insider, and more.
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First to Market
Hardika Singh
Economic Strategist, Market Intelligence
Emotions Are a Contrarian Indicator
Companies are postponing IPOs. The 10-year Treasury yield hit the highest level since 2002. Real yields are surging, as well, tempting investors to wean off...
First to Market
Hardika Singh
Economic Strategist, Market Intelligence
IPO Delays Are Disappointing
Just a handful of weeks ago, I was chatting with a friend about Ouraβs IPO announcement, which took us both by surprise. The smart-ring maker...
First to Market
Hardika Singh
Economic Strategist, Market Intelligence
All Eyes on Micronβs Earnings Today
We need to start throwing Micron earnings watch parties at this point, like we once did for Nvidia back in 2024. Contrary to popular belief,...
First to Market
Hardika Singh
Economic Strategist, Market Intelligence
Investors Stick With TINAΒ
When yields rise, the market adage of TINA (βthere is no alternativeβ to stocks) typically no longer holds. But if early flows data is any...
First to Market
Hardika Singh
Economic Strategist, Market Intelligence
Costco Earnings Show A Consumer Increasingly Under Stress
I know we all love AI for summarizing, but every now and then I encourage all investors to read a full earnings call transcript to...
First to Market
Hardika Singh
Economic Strategist, Market Intelligence
Bond Market and Stock Market Volatility Gauges Are Diverging
Volatility measures for the bond and stock market have diverged to levels rarely seen before, as highlighted by Fundstrat Head of Research Mark Newton in...
First to Market
Hardika Singh
Economic Strategist, Market Intelligence
Thereβs Only the Higher-Income Consumer Now
The hopes and dreams of consumer-sensitive companies are being carried on the back of the higher-income consumer, which is the only group that is still...
First to Market
Hardika Singh
Economic Strategist, Market Intelligence
Tech Stocks Are Back by Popular Demand
The Nasdaq composite has added 4.9% and reached fresh records since the Federal Reserve hiked interest rates by a quarter-percentage point last Wednesday and signaled...
First to Market
Hardika Singh
Economic Strategist, Market Intelligence
Weβre About to Enter the Era of $7 Diesel
Thanks to the wars in Iran and Russia, U.S. average retail diesel prices notched another record on Monday, crossing $6.51 a gallon. The increase far...
Signal from Noise
Hardika Singh
Economic Strategist, Market Intelligence
Cybersecurity Stocks Will Secure the AI Era
The Federal Reserve just hiked interest rates for the first time since 2023. Worries about the existential threat of AI are growing, with some claiming...