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A daily deep dive into the market news, movement, and indicators.
Executive Summary: With the US suddenly thick in the fog of war, Dr Ed discusses the collateral effects on the US economy and stock market. Spiking oil prices may precipitate a stock market correction rather than a bear market, but
Executive Summary: Last weekend’s attack on Iran by the US and Israel has unleashed a vengeance that’s disrupting global energy commerce. Iran has bombed nearby countries’ oil and gas production facilities and threatened to burn ships in the Strait of
Executive Summary: FOMC officials agree: AI proliferation is a seismic macroeconomic force that will impact GDP growth, inflation, and the labor market. But they’re divided on the precise impacts and timing. Today, Melissa reads between the lines of Fed officials’
The most concise analysis of the key variables driving the global economy and financial markets.
Short-form takes on current market events.
This promises to be a nerve-racking week of developments in the Middle East. In the nine days since the US and Israel launched attacks on Iran, the conflict has embroiled various neighboring countries. Tehran’s moves to effectively shut the
This evening, the prices of a barrel of Brent and WTI crude oil are up about $15 to $107. The price of gold is falling because the dollar’s foreign exchange value is rising. The 10-year bond yield is up
On Tuesday, we warned: “We’ve been expecting a pullback due to excessive bullish sentiment, but now we expect a 10% correction from the high. It’s hard to imagine that the IRGC won’t use drones and speed boats to maintain
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