Did Bessent’s Bond-Market Intervention Make U.S. Inflation Worse?
Treasury Secretary Scott Bessent announced on August 19 that the Treasury would at least double the maximum size of its...
Breaking down the latest news, trends and price action moving stocks, bonds and other assets, with practical insight into strategy and risk.
Treasury Secretary Scott Bessent announced on August 19 that the Treasury would at least double the maximum size of its...
For investors questioning how much longer the artificial intelligence boom can continue, NVIDIA has delivered a remarkably confident answer. After...
Artificial intelligence has spent several years being valued as a technology story. The bond market is beginning to treat it...
For much of the past two years, the AI trade felt almost mechanical. Buy the chipmakers. Buy the hyperscalers. Buy...
June begins with a different tone across global markets. The AI trade is still alive, earnings momentum remains strong, and...
Market Setup: Rates Staying Higher for Longer The macro backdrop in 2026 is defined by a stubborn combination of resilient...
Markets don’t always trend. After strong moves, they often pause—moving sideways as macro signals, policy expectations, and liquidity conditions settle....
A Quiet Shift in the Market The Dow is nearing correction territory, but the move is unfolding gradually rather than...
Energy markets moved sharply higher as escalating tensions across the Middle East disrupted investor confidence and raised concerns about potential...
Fuel prices are rising sharply worldwide as oil markets react to escalating geopolitical tensions and disruptions to global energy supply...
