🔹 A Quiet Turning Point for Markets
Equities rally as oil tumbles and bank earnings roll in strong.
Latest
🔹 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.
🔹 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.