The record rally hit pause overnight. Fresh US military action in Iran reminded traders that geopolitics still drives the short term tape, even after a generally strong earnings season. Asia opened lower, the dollar firmed, and bond markets braced for the next US inflation print.
Markets walked into the Memorial Day weekend with a quiet message: the Iran war scare is no longer in the price. The …
The week opens with a quiet message from the bond market and the dollar. Risk premia have moved without a single Fed …
Equity futures held firm before the Memorial Day pause, with traders looking past a softer crude tape and a fresh …
Risk appetite cooled this week. Crypto exchange traded funds saw heavy outflows, the largest spot Bitcoin product lost …
The mood in rate sensitive corners of the market shifted overnight. The latest Fed minutes read as the most hawkish in …
The 2026 IPO calendar is loaded with AI names, and the next few weeks will tell us whether public market investors have …
Geopolitical noise is loud this week, and income focused portfolios have to filter it. The headlines pulled in many …
Markets today look split between two stories. On one side, a record IPO pipeline and an $80 billion buyback are pulling …
Three threads ran through market talk today and none of them feel small. AI capital spending is showing up in actual GDP …