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Jul 20, 2026
Brent is back above $90, but depleted inventories, impaired refining capacity and elevated fuel margins leave less room to absorb another interruption before costs reach diesel, jet fuel and gasoline.
Jul 17, 2026
Brent and WTI are up nearly 12 percent as Gulf shipping risk rises, while Treasury yields and breakevens remain below Monday’s levels.
Jul 16, 2026
TSMC delivered record profit, wider margins and a larger investment plan, but strong AI demand is becoming the semiconductor trade’s starting assumption rather than its reward.
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.
