🔹 Crude Jumps, the Long Bond Cracks 5%
Strong earnings, heavier Treasury supply, and a quieter day for gold.
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🔹 Calm Tape, Loud Weekend
The S&P 500 closed above 7,200 for the first time, Apple delivered a March-quarter record, and gold rallied 2% as the dollar finally cracked.
🔹 April Closes At The Highs
The S&P 500 closed above 7,200 for the first time, Apple delivered a March-quarter record, and gold rallied 2% as the dollar finally cracked.
🔹 Powell Isn't Going Anywhere
The deepest Fed split since 1992, Powell holding his board seat, and a hyperscaler night that pushed AI spending past $725 billion.
🔹 AI Cracks, OPEC Splits, Fed Decides Today
The cartel lost its second-biggest producer, the AI rally got its first real bruise, and Powell takes his last meeting at the Fed today.
🔹 Records Up Top. Domino's Underneath
The rally is narrowing as a busy week of earnings and central banks tests its foundations.
🔹 Stocks at Records, Sentiment at Lows.
The market is celebrating. The consumer is wincing. This week we find out who is reading the room correctly.
🔹 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.