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Persistent Strait of Hormuz disruptions have created the largest oil supply shock in history, with Brent expected to remain $90–$100 through 2026. The market underestimates the inflationary impact; second-order effects on CPI, logistics, and food will emerge in Q2 and Q3.
A nomination hearing for Kevin Warsh – President Trump's pick to replace Jerome Powell at the Federal Reserve – has been delayed after it was initially slated for April 16, a source familiar with the matter told The Post.
Credit-default swap index could help bank reduce exposure to private credit and let hedge funds profit from turmoil.
Consumer prices surged in March, thanks to the conflict with Iran.
Despite a persistent geopolitical overhang in the Middle East and stubborn oil prices , the S&P 500 Index (SPX) and Nasdaq Composite (IXIC) are in the middle of impressive win streaks.
Every real estate cycle produces its own mythology. This one gave us the “death of the office,” the “collapse of private credit,” and the idea that “artificial intelligence was about to render half the real estate ecosystem obsolete.
The US and Iran will likely agree on partial reopening of the Strait of Hormuz, and likely extend the ceasefire for another two months to negotiate a gradual full reopening. This is likely to be only a short-term patch before an eventual escalation, and the key issues like the nuclear program, will not be even discussed.
Also in Weekend Reads: How to recover from financial mistakes, solutions for a tax problem and advice from the Moneyist.
Medicare's April 6 announcement that insurer payment rates are projected to rise by 2.48%, or over $13 billion, in 2027 looks like a bonanza for health insurers.
Gold stocks are quickly climbing back after a steep sell-off that began in March. These two gold names are in bases.
Iran has discovered that controlling the Strait of Hormuz “is probably a much more powerful deterrent than being a threshold nuclear power ever was.”
A hot CPI print wasn't as hot as markets expected, something @CharlesSchwab's Cooper Howard sees as a key reason markets are brushing past the print. He explains where he sees inflation impacting the market from here.
Does US-Iran ceasefire meaningfully shift market sentiment? The biggest risk markets may be underestimating right now.
The traditional 60-40 stock-bond allocation model is likely to underperform in 2026 due to persistently elevated inflation and negative real bond yields. Current real treasury rates are at multi-decade lows, with projections suggesting further declines if inflation reaches the OECD's 4.2% forecast for 2026.
Mythos, Anthropic's powerful new model, has heightened uncertainty in cybersecurity, but CrowdStrike and Palo Alto Networks—Project Glasswing partners—remain strong picks amid sector volatility. Anthropic's explosive ARR growth to $30B and disruptive product launches are fundamentally reshaping market sentiment toward AI, software, and cybersecurity sectors.
Industrial services companies that do work with data centers rallied this week. These four companies are at, or near, breakouts.
Soaring energy costs led to the biggest monthly increase in the Consumer Price Index since the peak of the post-pandemic inflation crisis in June 2022.
The White House, in a March 24 email, warned staff not to make bets related to the U.S. war against Iran on prediction markets. Prediction market bets placed on the ouster of Venezuelan President Nicolas Maduro and on the Iran war have raised concerns that government officials could be profiting from insider trading.
The April 2026 preliminary consumer sentiment report "is a hard one to spin as a positive," says Alex Coffey. The report showed a plunge month-over-month.
Consumer outlook plunged to a record low in April as fears mounted over rising energy prices and the broader impact of the Iran war, according to a University of Michigan survey Friday.