As the U.S.–Iran conflict intensifies, oil prices spike and the risk of a wider Middle East war begins to ripple through global markets.
Conflict & Crude
read more...
Macro
Streaming, Rates, and Nvidia
Streaming consolidation, steady rates, and Nvidia’s explosive earnings highlight a market where scale is everything.
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.
Recent Posts
Subscribe!
Sign up with your email address to receive the newest articles in your inbox.