14 Jul 2026
5 minutes read
Tariff Refunds and Bond Yields Test Dividend Stocks
The market did not need another reminder that fiscal math still matters, but it got one anyway. A $120B US budget …
Commodities
11 Jun 2026
4 minutes read
Middle East Volatility Sparks Super Squeeze in Industrial Metals
Global energy and commodity markets are facing a period of intense volatility following a significant escalation of …
22 May 2026
4 minutes read
AI Capex Surge, Carbon Credit Reset, and Urea Squeeze
Three threads ran through market talk today and none of them feel small. AI capital spending is showing up in actual GDP …