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Daily Market
October 5, 2026

The Fed Added Salt Before the Sauce Finished Reducing

The labor market is cooling, inflation remains stubborn, and consumers are losing purchasing power. The Fed has no appetizing choices left.
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Daily Market
October 2, 2026

When Cutting-Edge AI Chips Become Yesterday’s BlackBerries

Amazon may sell $8 billion of NVIDIA chips and lease them back. The real question is who bears the risk when today’s cutting-edge hardware becomes obsolete.
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Daily Market
October 1, 2026

Inflation Fell—After the Government Changed the Thermometer

The Fed keeps fighting inflation with higher interest rates, but some of today’s biggest price pressures may have little to do with monetary policy.
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Daily Market
September 30, 2026

The Bond Market Is Screaming. Stocks Aren’t Listening.

The 10-year Treasury is back near 5.26%, consumer confidence is plunging, and stocks remain near record highs. Here’s why that disconnect matters.
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Daily Market
September 29, 2026

The Fed’s Next Hike May Be Written Before Friday

The Fed faces four straight days of labor and inflation data before its October meeting. Here’s why PCE, payroll revisions, and bond yields may matter more than Friday’s headline jobs number.
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Daily Market
September 28, 2026

Supermarkets Are Cutting Prices. Investors Should Look Closer.

Behind supermarket price cuts lies a battle among grocers, suppliers and consumers—with fuel costs threatening to make it even messier.
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Daily Market
September 25, 2026

The Bond Market Just Sent AI Investors a Storm Warning

Long-term rates keep climbing, and AI infrastructure projects are discovering what that means. When billions are borrowed, even small delays can become extraordinarily expensive.
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Daily Market
September 24, 2026

Good News Just Got Expensive

PMI data points to powerful economic growth, but the bond market is demanding higher rates and changing the valuation equation for stocks.
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Daily Market
September 23, 2026

Forget Crude Oil–This Is the Number Driving Diesel Prices

Diesel hit record highs even as crude fell below $100. The real story is refinery bottlenecks, soaring crack spreads, and dangerously tight capacity.
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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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