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Mar 22, 2026
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11 min read
Five Fed speakers take the field carrying Powell's unresolved sentence. Employment gets its first real test since the shock arrived. Carnival and Paychex measure whether demand and hiring are already adjusting, or haven't started yet.
Mar 21, 2026
The Fed formalized stagflation without using the word. Washington turned an oil infrastructure strike into a deterrence play — then spent the week hoping Tehran believed it. Two earnings reports measured exactly how far the damage has already traveled.
Mar 20, 2026
10 min read
Rate cuts aren’t just getting pushed out, the market is starting to question if they happen at all, as inflation pressure holds, yields climb, and every traditional safety trade fails to show up.
9 min read
FedEx beat and raised guidance again last night. The Strait stayed closed. A month ago the market was pricing two Fed cuts by year-end. This morning it is debating a hike. These are not separate stories. They are the same stagflation trade showing up through freight, rates, and energy.
Mar 19, 2026
8 min read
The market stopped pricing delay and started pricing damage. Qatar’s LNG losses now look structural, copper is flashing slower growth, and looser bank rules arrive just as higher rates squeeze housing.
Micron delivered a blockbuster quarter and the stock still got hit. The Fed held steady, Powell stayed cautious, and markets treated the message as no near-term relief. Oil kept climbing overnight, gold broke lower, and the tape is still trading like the energy shock matters more than the policy hold.
