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Rising event risks will challenge equity optimists.
Mar 26, 2026

Rising event risks will challenge equity optimists.

Morgan Stanley sees S&P profit boom despite Iran war.

Asian stocks climb on hopes of US-Iran deal.
Mar 25, 2026

Asian stocks climb on hopes of US-Iran deal.

Nations race to secure enough fertilizer and prevent food crisis.

Investors are stuck in geopolitical pinball.
Mar 24, 2026

Investors are stuck in geopolitical pinball.

If the pause turns into something more durable, the setup for a real bounce is there.

Rising inflation expectations and collapsing rate-cut hopes.
Mar 20, 2026

Rising inflation expectations and collapsing rate-cut hopes.

Gold, silver and copper selloff.

Powell holds rates, but admits inflation progress was slower than hoped.
Mar 19, 2026

Powell holds rates, but admits inflation progress was slower than hoped.

Every sector closed in the red.

FED decision expected to hold rates.
Mar 18, 2026

FED decision expected to hold rates.

Any comment from Powell that cuts are getting pushed further out, will feel like stagflation.

Asian stocks positive on lower oil.
Mar 17, 2026

Asian stocks positive on lower oil.

Morgan Stanley sticks with June rate cut call despite Oil surge.

Only a prolonged period of stress would create pressure on inflation.
Mar 13, 2026

Only a prolonged period of stress would create pressure on inflation.

The global macro reacceleration theme remains intact.

US inflation still at 2.4% year-over-year.
Mar 12, 2026

US inflation still at 2.4% year-over-year.

FOMC meeting is next week and almost surely to be a no change vote.

IEA plans largest ever Oil release from strategic reserves.
Mar 11, 2026

IEA plans largest ever Oil release from strategic reserves.

Oracle was climbing 8% after-hours on massive demand for AI training infrastructure.

Oil down after Trump signals Iran war may end soon.
Mar 10, 2026

Oil down after Trump signals Iran war may end soon.

Japan and Korea indices ju

Oil price keeps risk appetite weak.
Mar 06, 2026

Oil price keeps risk appetite weak.

Later today, we get US job numbers.

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