Good afternoon, A lot happened overnight, and most of it connects back to the same question: what does the price of energy do from here? The US-Iran ceasefire expires this week with no deal in sight, oil is back near $90, and the Fed's next chair faces
Good afternoon, The week opened with Fed Chair Powell doing something markets desperately needed: being boring. Speaking at Harvard on Monday, he made clear that the Fed intends to sit still and look through the oil shock rather than chase it with higher rates. That single message rippled across bonds,
Good afternoon, A four-week war, a 15-point peace proposal, and oil briefly back below $100. Markets are catching their breath, with futures pointing higher on cautious optimism that the US-Iran conflict may be nearing resolution. The Fed remains on hold at 3.50–3.75%, and Treasury
Good afternoon, If you are holding oil, you are having a fantastic week. If you are holding almost anything else, it is a morning for damage control. American equities took a severe beating as investors digested a brutal combination of spiking crude prices and softer employment data. Getting started. The