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Daily Market
September 2, 2026

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
September 2, 2026

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
September 1, 2026

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
August 31, 2026

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
August 28, 2026

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
August 26, 2026

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
August 25, 2026

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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Daily Market
August 24, 2026

America Has the Money. Canada May Have the Time.

Canada depends heavily on U.S. buyers, yet Ottawa walked away. The answer lies in two very different definitions of negotiating leverage.
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Daily Market
August 20, 2026

The Fed Said Higher. Treasury Said Lower. Now What?

Treasury wants relief at the long end of the yield curve, but the Fed isn’t promising any help. Why Washington’s two rate strategies are suddenly colliding.
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Daily Market
August 19, 2026

Forget the Ticker: Watch What the Bond Market Is Saying

Huge stock moves are exciting until they go the other way. Here’s why volatility, AI-related debt, and the bond market matter more than ever.
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