🔹 OIL, INFLATION AND THE FED'S SHRINKING ROOM TO MOVE

Energy prices are rewriting the inflation forecast, and markets are starting to believe it.

🔹 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.

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,

🔹 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

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 yields keep climbing.

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.