Dollar traders watch Warsh as a rate hike moves into view
The contradiction between what Washington wants and what inflation data is demanding has rarely been more visible — and the dollar sits directly at its intersection.
The oil shock reviving inflation fears
A linkage that markets had tried to treat as temporary: sustained high oil prices feed directly into inflation expectations, and inflation expectations feed directly into rate pricing
The week silver and gold stopped moving together
The week's most interesting move in precious metals is not how much silver has rallied. It is that gold has not joined it.
Big Tech delivers the loudest earnings week of the year
Wall Street ended the week with the question it had been asking for a month finally answered, and another one immediately taking its place.
Nasdaq faces its biggest AI capex test yet
The Nasdaq 100 is sitting at a fresh record going into the most concentrated 48-hour earnings window of the cycle — and the question traders cannot yet answer is whether the AI infrastructure trade can survive its own success.
Bitcoin rally faces its first real test of conviction
The ETF bid that carried Bitcoin back above $77,000 this week is running straight into the sellers it was supposed to absorb.
S&P 500’s record rally rests on narrow foundations
The S&P 500 has pushed back into record territory above 7,100, but the latest advance looks more fragile than the headline level suggests.
Q1 2026 earnings season: What traders are watching
The question traders are navigating is not whether Q1 numbers were good, but whether company guidance can hold up under conditions that no forecast model anticipated three months ago.
USD/JPY nears 160 as oil shock traps the BOJ
The Hormuz blockade has placed the Bank of Japan in one of its sharpest policy binds in recent memory.
