Wednesday, July 01, 2026

Interest Rates

Bronze bull statue beside glowing semiconductor circuits, with server racks, a city skyline and an oil pumpjack in the background.

The AI Rally Needs More Than Easy Money

Investors are right to admire the durability of the technology-led bull market, but wrong to assume it can remain immune to inflation, oil shocks and higher-for-longer interest rates. The central question for
May 28, 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
Photorealistic close-up of a large market chart on a trading screen beside stacked coins, a notepad, pen, and glasses in a softly lit financial office.

Markets Are Betting on Stability That May Not Last

Investor optimism is rising, but underlying risks in policy, earnings, and geopolitics remain underpriced. Financial markets have entered a phase that feels deceptively calm. Equity indices hover near highs, credit spreads remain
April 16, 2026
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