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October 24, 2026
Despite strong numbers from AI companies, the market stayed unimpressed. Good news seems no longer to be enough. Two questions now hang over the AI data centers: who pays for them, and when will the expected revenues arrive?
Read the article →October 17, 2026
The Nasdaq fell 4.48% in a week, while the Dow rose 0.67%. Investors have not left the market, but they have moved to another segment. Investment specialists call it a rotation.
Read the article →October 10, 2026
The S&P 500 ended the week close to a new record. By contrast, the Russell 2000, which tracks 2,000 smaller US companies, headed in the opposite direction and edged closer to a correction. The widening gap tells a story of two very different markets, where rising interest rates weigh more heavily on smaller companies.
Read the article →October 5, 2026
On Friday came news that should have rattled investors: the US economy added just 29,000 jobs in September. What was bad news for workers and shareholders suddenly looked like good news for borrowers.
Read the article →September 28, 2026
Stocks rallied on Meta’s new AI agent. US Treasury yields hit their highest since 2007. Same news, two opposite readings.
Read the article →September 21, 2026
The Fed’s first rate hike in three years sent bond yields to a 19-year high. But just days later, renewed enthusiasm for AI propelled the Nasdaq to a record high.
Read the article →September 7, 2026
A jobs report beat forecasts threefold. Investors panicked instead of celebrating, as renewed US-Iran fighting sent oil to its steepest weekly gain in months.
Read the article →August 31, 2026
Fed Chair Kevin Warsh warned inflation hadn’t cooled as hoped, sending bond yields to a two-year high. Stocks, gold and bitcoin rallied anyway.
Read the article →August 24, 2026
US borrowing costs jumped to levels last seen before the 2008 crisis, forcing Washington to announce a bond buyback to calm markets.
Read the article →August 17, 2026
Weak jobs, retail sales and consumer confidence data lifted rate-cut hopes and pushed the S&P 500 to a fresh record. A historic yen intervention was already fading.
Read the article →August 10, 2026
A shockingly weak jobs report reshaped the week. Stocks hit fresh records, yields fell, and the dollar slid to a seven-week low, even as Middle East tensions kept oil elevated.
Read the article →July 27, 2026
Oil, bond yields and a cautious Fed spelled trouble. Blowout earnings from Amazon and Microsoft carried stocks to record highs by Friday anyway.
Read the article →July 27, 2026
Big Tech’s AI spending spooked investors. Middle East tensions kept oil on edge. Both worries eased by Friday.
Read the article →July 20, 2026
Geopolitics set the tone. Escalating US-Iran hostilities pushed oil sharply higher and dragged tech shares lower, even as softer inflation kept Treasury yields steady.
Read the article →July 6, 2026
A holiday-shortened week ended with a soft June jobs report, just 57,000 added, challenging the Fed’s hawkish tilt and giving bonds and equities room to breathe.
Read the article →June 29, 2026
Investors’ patience with AI spending snapped. The Nasdaq fell 4.6% even as the Dow rose.
Read the article →June 22, 2026
New Fed Chair Kevin Warsh delivered a hawkish hold: rates unchanged, projections tilting toward tightening. Oil tumbled, the dollar firmed.
Read the article →June 8, 2026
Tech raced to records on a new Nvidia chip. Then a blowout jobs report revived rate-hike fears, triggering a classic good-news-is-bad-news reversal.
Read the article →June 1, 2026
A 60-day US-Iran memorandum extended the ceasefire and pulled oil lower. Wall Street rode the unwinding risk premium to record highs.
Read the article →May 18, 2026
Hotter-than-expected inflation collided with the energy shock, sending Treasury yields to a one-year high. The mood soured despite a seventh straight weekly equity gain.
Read the article →May 11, 2026
A firmer jobs report, solid earnings and easing Middle East tensions extended the rally to a sixth week. The S&P 500 hit a fresh record as oil retreated.
Read the article →May 4, 2026
Risk assets pushed to record highs despite the Middle East war. Strong earnings and easing Fed-hike fears outweighed oil above USD 110.
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