Streaming consolidation, steady rates, and Nvidia’s explosive earnings highlight a market where scale is everything.
Streaming, Rates, and Nvidia
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Macro
A Narrow Strait, A Narrow Margin
Geopolitical risk and trade imbalances are colliding, with potential consequences for oil prices, inflation, and the Fed’s next move.
Growth, But at What Cost?
Robust hiring data and shifting global oil dynamics are giving markets new macro signals to digest, with implications for rates, inflation, and growth.
Private Credit and the Shift Away From Banks
Private credit is stepping in where banks are pulling back, reshaping lending in modern markets.
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