🔹 Cook Steps Aside. Warsh Steps Up.
Oil surges, gold holds, and two of America's biggest institutions prepare for new leadership.
🔹 Hormuz Reopens, Then Doesn't
Oil is back near $90, gold sits above $4,850, and the ceasefire clock runs out Wednesday.
🔹 Bank Trading Beats, Chip Buyers Balk, Gold Firms
Strong bank revenue, expensive chip stocks, a firm bid in gold.
🔹 The Chart Looks V-Shaped
The S&P clears 7,000 for the first time as Iran ceasefire hopes rewrite the quarter.
🔹 A Quiet Turning Point for Markets
Equities rally as oil tumbles and bank earnings roll in strong.
🔹 Markets Shrug Off a Blockade
Earnings season begins amid the biggest energy disruption in modern history.
🔹 What a Blockade Means for Inflation and Income
Gas at $4.12, sentiment at a record low, and what it means for purchasing power.
🔹 Inflation Data Lands Today. Markets Brace Quietly.
Energy costs may have pushed inflation back above 3% for the first time in two years.
🔹 A Ceasefire, a Rally, and What Comes Next
A two-week truce sent oil plunging and stocks soaring, but the fine print matters.
🔹 TWO WEEKS TO MAKE OR BREAK A DEAL
A last-minute Iran deal sent oil plunging and stocks surging overnight.
🔹 TRUMP'S IRAN DEADLINE HITS TONIGHT
Markets hold their breath as Trump's Iran ultimatum expires tonight at 8 p.m. ET.
🔹 OIL, INFLATION AND THE FED'S SHRINKING ROOM TO MOVE
Energy prices are rewriting the inflation forecast, and markets are starting to believe it.