Next off the Cliff?
US and European markets briefly welcomed easing Middle East tensions before fresh attacks reignited the oil rally and pushed futures lower. Investors continued rotating out …
July 29, 2026
Read More
Chip wreck
Markets got a triple shock. Oil plunged more than 13% after Donald Trump hinted at a possible Iran deal—despite Tehran denying any talks—dragging bond yields …
July 28, 2026
Read More
The next piece of the puzzle
The week starts with cautious optimism as oil prices retreat after an unexpectedly calm weekend in the Middle East, supporting bonds and equities. Attention now …
July 27, 2026
Read More
The Spender’s Dilemma
Evaporating free cash flow reminded investors that financing the AI race is becoming increasingly expensive for Big Tech as borrowing costs rise. Meanwhile, escalating Middle …
July 24, 2026
Read More
Strong earnings, stronger spending
Alphabet's earnings — and, more importantly, the market's reaction to them — showed that booming cloud growth just isn't enough if it comes with an …
July 23, 2026
Read More
Show me the money!
Chip stocks rebound as investors buy the dip on several encouraging headlines, but the real test is only beginning. With Alphabet and Tesla kicking off …
July 22, 2026
Read More