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Strait of Hormuz Reopens as Record Highs Return and AI Capital Spending Estimates Surge

Strait of Hormuz Reopens as Record Highs Return and AI Capital Spending Estimates Surge

Strait of Hormuz Reopens as Record Highs Return and AI Capital Spending Estimates Surge

2 days ago6 min read

Energy Price Shock Deepens as Large-Cap Growth Extends Losses and Global Growth Forecasts Deteriorate

Energy Price Shock Deepens as Large-Cap Growth Extends Losses and Global Growth Forecasts Deteriorate

Energy Price Shock Deepens as Large-Cap Growth Extends Losses and Global Growth Forecasts Deteriorate

Mar 316 min read

Markets Navigate Fed Pause, Earnings Dispersion, and Rising Geopolitical Risk

Markets Navigate Fed Pause, Earnings Dispersion, and Rising Geopolitical Risk

Markets Navigate Fed Pause, Earnings Dispersion, and Rising Geopolitical Risk

Feb 47 min read

Broad Gains Persist Amid Oil Oversupply and Fed Pressure

Broad Gains Persist Amid Oil Oversupply and Fed Pressure

Broad Gains Persist Amid Oil Oversupply and Fed Pressure

Jan 125 min read

Global Policy Divergence, Rising Oil Risks, and Softer Inflation Amid Noisy Labor Data

Global Policy Divergence, Rising Oil Risks, and Softer Inflation Amid Noisy Labor Data

Global Policy Divergence, Rising Oil Risks, and Softer Inflation Amid Noisy Labor Data

Dec 22, 20255 min read

China’s Slowdown, Rising Energy Pressures, and Europe’s Uneven Outlook

China’s Slowdown, Rising Energy Pressures, and Europe’s Uneven Outlook

China’s Slowdown, Rising Energy Pressures, and Europe’s Uneven Outlook

Dec 16, 20257 min read

Cautious Fed and Steady Markets into Year-End

Cautious Fed and Steady Markets into Year-End

Cautious Fed and Steady Markets into Year-End

Dec 11, 20258 min read

Resilient Markets, Cooling Growth, and a Deepening Russia - Ukraine Standoff

Resilient Markets, Cooling Growth, and a Deepening Russia - Ukraine Standoff

Resilient Markets, Cooling Growth, and a Deepening Russia - Ukraine Standoff

Dec 4, 20256 min read

Labor Softens, AI Volatility Returns, and Global Policy Risks Grow

Labor Softens, AI Volatility Returns, and Global Policy Risks Grow

Labor Softens, AI Volatility Returns, and Global Policy Risks Grow

Nov 25, 20256 min read

Shutdown Nears Resolution as Labor Market Softens

Shutdown Nears Resolution as Labor Market Softens

Shutdown Nears Resolution as Labor Market Softens

Nov 11, 20255 min read

Fed Holds Steady as Trade Eases and Tech Earnings Impress

Fed Holds Steady as Trade Eases and Tech Earnings Impress

Fed Holds Steady as Trade Eases and Tech Earnings Impress

Nov 3, 20256 min read

Inflation Eases While Trade Tensions Rise and Oil Prices Surge

Inflation Eases While Trade Tensions Rise and Oil Prices Surge

Inflation Eases While Trade Tensions Rise and Oil Prices Surge

Oct 28, 20256 min read

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