Monday, May 18, 2026

Federal Reserve

A financial analyst studies market charts in a trading room overlooking a city skyline and illuminated oil platform at night.

Global Markets Rally as Energy Shock Tests Policy Calm

Investors pushed world equities higher as hopes for diplomatic restraint offset inflation risks from elevated oil prices and tighter bond-market conditions. Global markets entered Thursday with a familiar contradiction: investors were willing
May 14, 2026
A financial analyst watches abstract market charts in a modern trading office with a glowing AI chip display, server lights, city skyline and oil pump jack outside.

AI Optimism Cannot Outrun the Price of Money

Investors are right to reward companies building the next productivity cycle, but the market is again underestimating how much higher energy prices, sticky inflation and firm bond yields can narrow the path
May 12, 2026
A reflective metal bull statue stands on cracked glass in a modern boardroom overlooking a stormy city skyline.

The Market’s Calm Is Getting Expensive

Investors are right to respect the rally, but wrong to assume strong earnings have erased the risks building beneath high valuations, sticky rates, and geopolitical stress. The most dangerous phrase in markets
May 4, 2026
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