Economy

The Fed, Stocks, and the Rocky Road Ahead As the dust settles on the Federal Reserve’s first interest rate cut since 2020, the stock market has found itself on a roller...wait, no rollercoasters here. Instead, we’ll say it’s on a narrow path with a few hairpin turns ahead. The Dow...

When the Numbers Don’t Add Up This week’s investing puzzle just got more complicated, and it’s not just inflation, jobs, or rates. It’s whether the data we’re using to make decisions is even reliable in the first place. That’s right. U.S. economic data, long considered the gold standard, is now under...

Oil, Gold, and Stocks: The Inflation Indicator Trio Welcome to this week’s Market Pulse, where we tackle the burning question: Will inflation stick around? With oil and gold prices climbing, small caps gaining ground, and geopolitical tensions flaring, investors are left wondering if inflation is staging a comeback. As we dissect...

The Lights Are On, But What Do We See? Washington is back online, and the data printers are warming up after the longest government shutdown in history. For 43 days, it felt like economists were trying to navigate a blizzard without a map, relying on patchy private reports and squinting...

In just five short years, Huawei orchestrated one of the most rapid global expansions the world has ever seen. And without various US sanctions and pressure on other countries to shut it out, Huawei’s success would have been nearly limitless. Still, even in this intense atmosphere of a cold war...

The Rally Everyone Loves Until It Blinks Just when you thought the markets couldn't climb any higher, they do. Major US indexes are printing fresh records, economic data is looking tame enough to keep the Fed at bay, and investors are basking in the glow of what feels like a...

When Growth Slows and Prices Climb: The Markets’ Least Favorite Combo Markets typically don’t flinch easily—but when Goldman Sachs begins whispering "stagflation" and adjusting S&P 500 forecasts, investors take notice. As Q1 comes to a close, the S&P 500 is facing its worst quarter since mid-2022, and the outlook has become...

The Return of the Commodities Supercycle Welcome to the second full week of 2026, and if you thought the markets were going to ease into the new year with a gentle stretch and a yawn, you were sorely mistaken. We are seeing a mix of old-school geopolitical tension and new-age...

When Containment Breaks Markets don’t just react to headlines anymore. They calculate probabilities. But every now and then, something happens that breaks the model. This weekend, President Trump confirmed U.S. involvement in strikes on Iranian nuclear facilities, shifting the equation from “maybe” to a real-time recalibration of risk. Crude oil...

Helium is used to cool magnets in MRI machines. When we think of helium, perhaps the first thing that comes to mind is birthday balloons, but the applications for this gas go much deeper. And the demand for helium is increasing year over year. In 2023, the Helium Market is projected...