SPY

World

December 29, 2025

Global Markets Steady as Central Banks and Geopolitics Compete for Attention

Investors weighed easing inflation signals against persistent geopolitical risks, keeping global equities range-bound. Global financial markets traded cautiously on Thursday as investors balanced signs of cooling inflation in advanced economies with renewed

Stacks of U.S. dollars and euro notes beside coins, with U.S. and EU flags and blurred forex charts in the background.

Opinion

February 5, 2026

Policy Divergence Is Back—and Markets Are Underpricing the Currency Shock

Europe’s inflation is easing faster than America’s, but investors still seem reluctant to price what a renewed rate-and-growth split could do to stocks, bonds, and the dollar. The global “soft landing” narrative

Euro and dollar coins beside a gold bar and yen banknotes on a trading desk, with blurred market charts in the background.

Markets

January 14, 2026

Global Stocks Diverge as Europe Hits Record and Fed-Cut Bets Swirl

Utilities and healthcare lifted European equities to new highs, while U.S. markets digested mixed bank earnings and a CPI report that kept the rate-path debate alive. Global markets split on Wednesday as

Oil barrels and a pumpjack near the Federal Reserve building with blurred market charts in the background.

The Fed Should Not Turn an Oil Shock Into a Rate Shock

With crude nearing $100 and hiring unexpectedly resilient, the Federal Reserve faces pressure to tighten policy, but reacting mechanically to an energy-driven inflation shock risks creating a second problem without solving the

September 8, 2026

Opinion

U.S. Capitol at dusk beside financial trading screens showing sharply rising bond-market yields, with Treasury-style securities in the foreground.

Bond Markets Are Sending Washington a Warning

Rising long-term Treasury yields suggest investors increasingly care less about short-term rate cuts and more about the durability of U.S. fiscal policy. The most important market signal this week did not come

August 21, 2026

Opinion

Financial analyst monitors bond and stock market charts as the U.S. Treasury, oil pumpjacks, and gold bars symbolize interest-rate, inflation, and commodity-market pressures.

Treasury Buybacks Calm Bond Rout as Inflation Risks Keep Markets on Edge

Washington’s move to support long-dated Treasurys has eased a dangerous rise in borrowing costs, but higher oil prices and a hawkish Federal Reserve are limiting the relief for global equities. Global markets

August 20, 2026

Markets

A serious investor studies falling market charts at a desk with coins, a calculator, and trading screens, with a U.S. government building and American flag blurred in the background.

Cooling Inflation Is a Reprieve, Not a Bull-Market Blank Check

Softer U.S. price data gives the Federal Reserve room to wait, but investors should resist treating a pause in tightening as the beginning of another easy-money cycle. The latest U.S. inflation numbers

August 13, 2026

Opinion

A market analyst studies falling stock charts on multiple monitors as an oil pumpjack, refinery, and crude oil barrel appear in the background at sunset.

Markets Brace for CPI as Oil Keeps Inflation Risk Alive

U.S. equities are entering Wednesday’s session cautiously as investors await July inflation data, with oil near $90 a barrel complicating hopes that easing price pressures will give stocks and bonds room to

August 12, 2026

Markets

Rising market charts beside an oil barrel overlooking tankers in a global harbor at sunrise.

Global Stocks Extend Rally as Oil Volatility Tests Investor Confidence

Falling bond yields and strong technology shares support risk appetite, but renewed Middle East tensions keep inflation concerns close to the surface. Global equity markets advanced on Tuesday as investors built on

August 4, 2026

Markets

A bronze bull and bear face each other beside an hourglass outside a neoclassical central bank building under storm clouds.

The Fed Put Is Not Coming Back Soon

Investors expecting interest-rate relief to rescue every market wobble may be misreading a cycle defined by sticky inflation, geopolitical shocks, and unusually narrow equity leadership. The most important market signal this summer

July 9, 2026

Opinion

Oil barrel beside a refinery flare with a financial skyline, falling red market charts, and rising yield-style lines reflecting renewed inflation pressure from higher crude prices.

Oil Shock Reopens the Market’s Inflation Trade

A fresh jump in crude prices and bond yields put global equities under pressure, testing investor confidence in the rally led by technology shares. Global markets moved back into defensive mode Wednesday

July 8, 2026

Markets

A crude oil barrel, tanker ship, financial skyline, and global market graphics symbolizing falling oil prices and improving investor risk appetite.

Oil Retreat Reshapes Global Risk Appetite

Falling crude prices and a weaker dollar are easing pressure on global markets, even as geopolitical and economic risks remain unresolved. The sharp reversal in oil prices is giving global investors a

July 3, 2026

World

Photorealistic split scene showing glowing AI server hardware and semiconductor components on one side, with a massive data center construction site and engineers reviewing plans on the other.

AI Trade Splits as Hardware Winners Outpace Big Tech Spenders

Investors are rewarding the suppliers of artificial intelligence infrastructure while growing more selective toward the companies writing the largest checks to build it. The artificial intelligence boom is no longer lifting every

July 2, 2026

Technology

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Global Markets Steady as Central Banks and Geopolitics Compete for Attention

Policy Divergence Is Back—and Markets Are Underpricing the Currency Shock

Global Stocks Diverge as Europe Hits Record and Fed-Cut Bets Swirl

The Fed Should Not Turn an Oil Shock Into a Rate Shock

Bond Markets Are Sending Washington a Warning

Treasury Buybacks Calm Bond Rout as Inflation Risks Keep Markets on Edge

Cooling Inflation Is a Reprieve, Not a Bull-Market Blank Check

Markets Brace for CPI as Oil Keeps Inflation Risk Alive

Global Stocks Extend Rally as Oil Volatility Tests Investor Confidence

The Fed Put Is Not Coming Back Soon

Oil Shock Reopens the Market’s Inflation Trade

Oil Retreat Reshapes Global Risk Appetite

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