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Daily Market

Old Friends, New Tariffs: America and Canada Go to War on Trade

Canada’s midnight tariff retaliation adds another layer to an increasingly costly trade war. Here’s where the money goes and who ultimately feels the pinch.
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Daily Market

Why One Fed Governor’s Soft Bark Sent Markets Soaring

Christopher Waller offered a conditional case for holding rates steady—and markets exploded higher. The reaction may reveal more about Wall Street than the Fed.
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Daily Market

Tomorrow’s Jobs Report Is Bigger Than One Number

Tomorrow’s jobs report could move markets, but the real story is underemployment, falling participation, weak hiring, and corporate cost cutting.
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Daily Market

This Is a Storm, Not a Change in the Climate

Global bond yields are surging as Hormuz tensions lift oil and inflation fears. Here’s what the financial superstorm means for bonds, stocks, energy, and cash.
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Daily Market

This Is a Storm, Not a Change in the Climate

Global bond yields are surging as Hormuz tensions lift oil and inflation fears. Here’s what the financial superstorm means for bonds, stocks, energy, and cash.
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Daily Market

Recession Cures Inflation. But Does This Inflation Need a Recession?

Bond yields are flashing a warning as markets price a possible Fed hike. The bigger question is whether higher rates are actually the right medicine.
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Daily Market

The Fed’s Hall of Mirrors: Warsh Says Nothing, Markets Hear Everything

Warsh said little about September, but markets heard plenty. Here’s why Treasury yields jumped and why the Fed’s inflation tool may be aimed at the wrong problem.
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Daily Market

The Next Food Inflation Shock Is Already Being Planted

Fertilizer volatility, fuel costs, tariffs, and record debt are converging on American farms months before the impact reaches supermarket shelves.
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Daily Market

Americans Are Spending Today—and Worrying About Tomorrow

Americans feel surprisingly good about today and increasingly worried about tomorrow. That divide may be one of the economy’s most important signals.
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Daily Market

The Quiet Warning Hidden Behind Bessent’s D-Day

Bessent’s new Iran sanctions grabbed headlines, but oil, gold, and the 30-year Treasury are telling a much more important story about credibility.
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