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Jul 15, 2026
IBM’s selloff and ASML’s raised forecast suggest companies are securing servers, memory and chip capacity before committing to other technology projects.
Jul 14, 2026
Bullion dropped 3 percent while oil, the dollar, and real yields rose. The move says less about gold’s long-term role than about how investors priced the latest Gulf escalation.
Jul 13, 2026
June inflation may cool, but a fresh Gulf risk premium has made the rates market less willing to treat one softer report as decisive.
Jul 10, 2026
Oil eased and the 30-year auction cleared, but record refining margins and thin fuel inventories suggest the inflation relief may not reach consumers as quickly as the crude chart implies.
Jul 9, 2026
Higher crude may still prove temporary; The real test is whether buyers show up for 30-year Treasurys.
Jul 8, 2026
Oil jumped on war headlines, but the harder question is whether higher crude makes the Fed less flexible just as Treasury supply has to clear.
Jul 7, 2026
Payrolls weakened the pressure and services growth held up, but sticky prices and the long end still keep the easing trade conditional.
Jul 6, 2026
Oil and payrolls have eased the pressure. Now services data, yields, and the dollar decide whether financial conditions can actually loosen.
Jul 4, 2026
Lower crude gave markets relief, but the dollar and rates channel kept it from traveling.
