ONE CUT, ONE WAR, AND A DIFFICULT PATH FORWARD
The Fed kept rates unchanged, but surging oil prices are doing the tightening for them.
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WHY THE WEEKEND OIL SURGE JUST COLLAPSED
Geopolitical hedges are surging as trend-following funds pile into US oil bets.
WHY OIL IS SPIKING WHILE MARKETS STUMBLE
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
WHY OIL IS SPIKING WHILE MARKETS STUMBLE
If you are holding oil, you are having a fantastic week.
OIL IS SPIKING. COMPANIES ARE TRIMMING.
We are waking up to a market that is suddenly paying very close attention to geopolitical friction.
MARKETS BOUNCE, CREDIT CRACKS
The Korean market just pulled off a wild recovery, posting its best day ever right after enduring its worst.
GOLDEN ARCHES AND RED TICKERS
Markets took a step back on Tuesday.
WAR, TECH PANIC & A $110B BUYOUT
Geopolitical tensions escalated yesterday as strikes against Iran persisted.
MARKET HIGHS COLLIDE WITH GEOPOLITICAL HEAT
We just had a long weekend of watching the geopolitical situation unfold.
PARAMOUNT'S MEGA DEAL
We are watching a classic market reaction today as traders jump on the chaos surrounding tariff refunds.
WHY THE CREDIT MARKET LOOKS LIKE 2008
Jamie Dimon is looking at today's credit markets and seeing the ghosts of 2008.
AI PANIC, TRADE WARS & CRYPTO CHAOS
If you checked your portfolio yesterday, you probably saw a sea of red.