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Daily Market
September 22, 2026

Stocks Toasted Two Summits. Bonds Are Still Reading the Place Cards.

Stocks rallied on hopes for deals with Iran and China, while the Fed and a 10-year Treasury near 5% signal inflation isn't done. This week will show which market read the room correctly.
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September 18, 2026

The Hidden Inflation Problem on America’s Dinner Plates

What happens when restaurants can’t raise menu prices anymore? They shrink portions—and that could complicate how investors interpret inflation and corporate margins.
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Daily Market
September 17, 2026

Warsh’s Hawkish Fed Puts Bonds, Stocks, and Housing on Notice

The Fed’s higher long-run rate suggests expensive money may be the new normal—not merely a temporary phase of the current economic cycle.
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Daily Market
September 16, 2026

Wall Street Already Raised Rates. Now the Fed Signs the Receipt.

The Fed is expected to hike rates for the first time since 2023, but markets moved weeks ago. The real question is what comes after today.
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Daily Market
September 15, 2026

5% Is Not the Headline. It’s the New Denominator.

5% is not simply a bond-market milestone. It is a new denominator for valuing stocks, mortgages, pensions, private credit, and future cash flows.
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Daily Market
September 14, 2026

The Oil Market’s Backup Plan Just Got Hit

Saudi Arabia’s East-West pipeline was built to bypass Hormuz. Now that backup route has been attacked, exposing a dangerous weakness in global oil supply.
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Daily Market
September 10, 2026

The Trump Dividend Meets the Bond Market

A trillion-dollar payment proposal meets an already nervous Treasury market, stubborn inflation and a Fed considering another rate hike.
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Daily Market
September 8, 2026

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
September 4, 2026

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
September 3, 2026

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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