Why a Rate Hike in Tokyo Could Hurt Your Portfolio

What happens when the world's cheapest, high-quality source of capital gets more expensive? Markets may find out soon.

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Chips, Oil, and the Next Supply Crisis

The next inflation shock may not come from oil–it may come from chips

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When Narrative Becomes a Weapon

Markets ripped higher on rumors of a Middle East breakthrough, but the Strait of Hormuz story changed fast. Here’s why...

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The Market’s Favorite Placebo: Strategic Oil Reserves

Energy-driven inflation is back in focus as the Strait of Hormuz disruption collides with Fed policy expectations.

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Look Both Ways: Energy, Equities, and the Trump Put

Markets digest Middle East conflict as oil spikes, the dollar rallies, and volatility surges. Energy leads the...

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