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June 22, 2026

The Most Important Chart Nobody Is Watching

The yield curve is flattening, the Fed is turning more hawkish, and bond markets are paying attention. Here's why investors should too.

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June 18, 2026

The Rogue Fed Signals Higher Rates

Kevin Warsh's first Fed meeting revealed a divided committee and a growing probability of higher interest rates.

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June 17, 2026

The Family That Turned Around in the Parking Lot

Dave & Buster’s same-store sales fell 5.4%, revealing troubling signs about consumer spending, inflation pressure, and discretionary demand.

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June 16, 2026

Why a Rate Hike in Tokyo Could Hurt Your Portfolio

What happens when the world's cheapest, high-quality source of capital gets more expensive? Markets may find out soon.

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June 15, 2026

The Cost Wave Already Left the Station 

Wall Street is celebrating peace headlines, falling oil, and a historic IPO—but upstream inflation is already moving through earnings.

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June 12, 2026

SpaceX Buzz, Macro Iceberg

SpaceX may own the headlines, but the ECB’s rate hike, oil shock, and unresolved Iran conflict matter far more for markets.

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June 11, 2026

Keep Calm and Delete the Alerts

Markets are sorting through Hormuz headlines, oil volatility, Fed uncertainty, and tech turbulence. The real challenge is filtering noise from fundamentals.

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June 10, 2026

A Bad CPI Print With Missiles Attached

Inflation, oil, Iran, and the Fed are no longer separate stories—they are one compounding risk.

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June 9, 2026

Inflation’s Next Shoe May Be Tariffs

Markets may think tariffs are old news, but a new tariff structure is quietly forming just as inflation risk returns.

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June 8, 2026

The Fed Just Got a Dangerous Permission Slip

Markets sold off because Friday’s payrolls report handed the Fed a permission slip it may not be ready to use wisely.

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