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Daily Market (2)

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Daily Market

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

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

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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Daily Market

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

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

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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