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Crude Awakening: Conflict in the Middle East Escalates

Just when markets were calming, Israel strikes Iran. A threat matrix analysis breaks down sector risks.

Anticipation: Still Waiting for the Big One

Is tariff-driven inflation just delayed—or dodged? The latest CPI print leaves us guessing.

131 Days In: Déjà Vu on the Trade Front

Markets have a short memory—here’s a refresher on the 2018 trade war and what today’s news means.

Tariffs and the Return of Core Goods Inflation

Goods deflation is over, and tariffs may be the culprit. Tomorrow’s CPI could confirm it.

Rate Cuts? Not So Fast…

From JOLTS to payrolls, here’s what last week’s labor data says about rate cuts.

Is Tesla’s Political Battery Drained?

Can the market handle a Musk-Trump breakup and a stalled budget? KEY TAKEAWAYS Tesla’s stock became a proxy for Elon Musk’s political approval Musk’s plan to cut $2–3 trillion fell dramatically short—only ~$175B saved The breakup with Trump coincides with a budget bill that could hurt Tesla Markets...

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