🔹 Chipmaker Blowout, Hotter Dollar, Fed on Hold

Intel posts its biggest surprise in a decade as rotation quietly shifts under the surface.

🔹 Records on Wednesday, Reality on Thursday

The S&P closed at a record before futures slipped on fresh Iran tension.

🔹 Trump Extends Iran Truce. Markets Exhale. Barely.

Stocks bounce on the ceasefire extension, but oil and inflation remain the unresolved risks.

🔹 Cook Steps Aside. Warsh Steps Up.

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

🔹 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.