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Just breathe. That’s the theme today. Markets right now feel like a full-blown naval battle—tariffs are up an average of 16 percentage points in under a year, inflation is creeping back into core goods, Fed policy remains restrictive, and politics are adding more confusion. Valuations? Stretched....

From Standard Oil to Microsoft to NVIDIA–how Washington keeps stepping on its own toes

How weaponized trade and monetary policy are shaping markets.

High P/Es aren't always red flags–sometimes they’re trail markers.

A trillion-dollar shift in trade policy is coming. Here’s what it means for your investments.

Stocks are rallying, the deficit is rising, and everyone wants cuts. Just another day at the Fed.

With tariffs rising and job growth collapsing, the Fed faces an impossible decision.

Inflation is creeping back and tariffs are officially arriving. Here’s what that means for stocks.

Your Post-it note of macro worries? Every box is getting checked—this week.

The forecast is cloudy with a chance of Powell. Meta and Microsoft earnings could bring the thunder.