Iran Breakthrough?
The markets appeared to make a U-turn for the better on Thursday on potential progress with Tehran. Also, where’s the beef with the China summit?
Anatomy of a Bond Market Selloff
Let’s break down what’s happening with bonds and how things unfolded Wednesday. Plus, two items from the ‘What the Heck’ department.
Oil Back on the Rise Ahead of Iran’s U.N. Address: 8 Key Items Shaping the Stock Market Wednesday
September Flash PMI, Zuckerberg’s Meta Connect keynote, and other headlines are moving the market this morning.
A Crack Is Forming Across the Markets
Mortgage rates are hovering around 7%, the yield on the Ten-Year Treasury ended last week at 5% and the conflict with Iran still has no end in sight.
Call Me Foolish, But I See Some Potential Market Catalysts Emerging
Ahead of a big China meeting, and what could be a meeting with Iran’s leadership, let’s see why clouds appear to be parting over Wall St.
The Weakest Week of the Year Meets an Iran Bounce and Hawkish Fed
Bitcoin is sharply higher as a hedge against a weakening dollar.
Fed Not Alone as Asia Braces Itself for Higher Rates
What will the change in stance to a ‘hawkish hike’ by central banks around the world mean for equity markets?
The Market Finally Knows the Fed’s Plan. Be Careful What You Wish For.
There is no longer any question that we are in a rate-hiking cycle — and that is not good news.
Anthropic, Musk Call for Slower AI Development: 8 Key Items Shaping the Stock Market Monday
Oil climbs, the market’s Fed rate hike call grows, and other headlines are moving the market this morning.
Will August CPI Give the Fed Breathing Room?: 8 Key Items Shaping the Stock Market Friday
Oracle’s big AI backlog, Microsoft’s multi-year data center plans, and other headlines are moving the market this morning.