🔹 ONE YEAR OF TARIFFS, FIVE WEEKS OF WAR
Oil above $108, yields rising, and gold selling off. A strange week for safe havens.
🔹 THE MARKET BLINKED. THE WAR DID NOT.
Oil seesawed near $100, gold bounced back, and dealmakers had their busiest quarter on record.
🔹 POWELL HOLDS THE LINE. OIL DOESN'T.
Treasury yields drop sharply as the Fed looks through the energy shock, and markets brace for jobs week.
🔹 OIL'S RECORD MONTH, AND WHAT IT MEANS FOR YOUR PORTFOLIO
Brent crude is set for its steepest monthly gain ever as the Iran conflict reshapes every corner of the market.
🔹 THE MARKET JUST LOST ITS LAST SAFE HAVEN
Stocks, bonds, and gold are falling in unison and that changes the retirement calculus.
🔹 CEASEFIRE REJECTED. MARKETS BRACE FOR WHAT COMES NEXT.
Futures fall Thursday as the Pentagon reportedly prepares options for a broader campaign.
A 15-POINT PLAN AND A MARKET HOLDING ITS BREATH
Futures climb as diplomacy gives markets a reason to exhale, however briefly.
MARKET REVERSAL: THE $580M TRADE BEFORE TRUMP'S POST
Someone placed $580 million in oil bets 15 minutes before the president's announcement.
RETIREMENT PORTFOLIOS IN A WAR‐SCARE MARKET
Geopolitics rattles markets, but long‐term planning stays the anchor.
FOUR WEEKS DOWN. GOLD SAYS PAY ATTENTION.
Gold recovers while equities slide into a fourth straight losing week. Here's what the divergence is telling us.
ONE CUT, ONE WAR, AND A DIFFICULT PATH FORWARD
The Fed kept rates unchanged, but surging oil prices are doing the tightening for them.
WHY THE WEEKEND OIL SURGE JUST COLLAPSED
Geopolitical hedges are surging as trend-following funds pile into US oil bets.