The week opens with a quiet message from the bond market and the dollar. Risk premia have moved without a single Fed action this month. The cost of capital is already higher, and it is showing up in stock leadership.
Equity futures held firm before the Memorial Day pause, with traders looking past a softer crude tape and a fresh …
Risk appetite cooled this week. Crypto exchange traded funds saw heavy outflows, the largest spot Bitcoin product lost …
The mood in rate sensitive corners of the market shifted overnight. The latest Fed minutes read as the most hawkish in …
The 2026 IPO calendar is loaded with AI names, and the next few weeks will tell us whether public market investors have …
Geopolitical noise is loud this week, and income focused portfolios have to filter it. The headlines pulled in many …
Markets today look split between two stories. On one side, a record IPO pipeline and an $80 billion buyback are pulling …
Three threads ran through market talk today and none of them feel small. AI capital spending is showing up in actual GDP …
Markets are pulling in two directions today. On one side, a wave of mega IPOs is lining up with SpaceX, OpenAI and …
Two threads dominated market thinking today. A huge utility merger reshaping how the US plans to power AI growth, and a …