stocks
The Iran war has stopped being just an oil crisis — it's a full commodities supply chain emergency, with aluminum smelters going dark, fertilizer shortages forming, and a Fed trapped between war-driven inflation and a labor market already cracking.
stocks
The Iran war has stopped being just an oil crisis — it's a full commodities supply chain emergency, with aluminum smelters going dark, fertilizer shortages forming, and a Fed trapped between war-driven inflation and a labor market already cracking.
macro
Three economic prints this week carry the power to either confirm or bury the stagflation story haunting markets since the jobs shock. The verdict will reshape positioning across every major asset class for the rest of Q2.
crypto
Bitcoin staged its boldest rally of the month, hit a ceiling, and handed the week back to the dollar. But beneath the surface, the signals that have called every major crypto bottom are aligning — and a central bank just made a move that everyone is underpricing.
stocks
The war doesn't have an exit ramp yet, the Fed can't cut its way out of $91 oil, and Oracle is about to tell us whether AI spending survives a geopolitical shock. Week 2 of the Iran war is where market narratives either hold or crack.
crypto
February's stunning jobs miss is being read as a recession warning. We think that's the wrong call — and the real story behind today's selloff may be handing crypto holders one of the cleaner setups of 2026.