A blowout from Google’s parent could not lift the market. Meanwhile, bonds, gold, and the dollar are locked in a telling ...

The Iran war trade is breaking down and stock markets probably won’t like what’s coming next as economic growth fears cut ...

The stock market should be worried that jumping oil prices are not lifting yields and the dollar and sinking gold in earnest.

Earnings can still carry the tape, but the upside now depends on semis holding their rebound while Brent stays below the next ...

Alphabet reports Q2 2026 earnings on July 22. Analysts expect EPS near $2.87 on $116.9 billion in revenue, with Google Cloud ...

Tesla reports Q2 2026 earnings on July 22. Analysts forecast EPS of $0.51 on revenue of $25.7 billion after a record-breaking ...

The problem is that today’s risk stack is getting heavier. Oil is higher. Hormuz traffic is thinner.

Oil prices surged and stocks fell as a clash between the US and Iran revived the war trade, but incoming CPI inflation data ...

The stock market was not impressed as another dose of soft inflation data and a gentler tone from Fed Chair Warsh eased Fed ...

Stock markets might have cheered as inflation expectedly fell, but fighting words from Fed Chair Kevin Warsh warned of ...