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May 12, 2026
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6 min read
Rate cuts are no longer a 2026 story. Chip stocks led the selloff. UK gilts hit their worst levels since 2008. The market's six-week winning streak has its first real crack.
5 min read
April's inflation print drops this morning into a market sitting at all-time highs on the thinnest leadership in months. The Aramco CEO just warned oil markets won't normalize until next year. Kevin Warsh's confirmation vote is expected within days.
May 11, 2026
Trump called Iran's counter totally unacceptable. WTI rose. Stocks hit records anyway. Saudi Aramco said the market is losing 100 million barrels a week.
4 min read
Trump called Iran's response "totally unacceptable" Sunday night. Oil jumped. Futures barely moved. The market is betting the war doesn't reach earnings. Tuesday's CPI will test whether that's confidence or denial.
May 10, 2026
CPI Decides | Iran Still Owns the Strait | The Inflation Week the Fed Has Been Dreading
May 9, 2026
The Deal That Wasn't | The Software Trade That Was | Six Things That Actually Moved Markets.
