
The Fed Did Not Walk the Talk
The week of July 26 started on a high note with a 14.0% fall in the price of an international barrel of oil from the

The week of July 26 started on a high note with a 14.0% fall in the price of an international barrel of oil from the

The week ended July 24 was light on economic prints, falling inside the Fed’s blackout period for Fedspeak, with hedge funds in cleaner positions, having

In the week of July 12, the stock market headed into sessions where several dominant macro developments rarely converged—the start of the earning season, the

The week of July 5 was characterized by renewed Middle East tensions. Iran dangerously violated the ceasefire by attacking three commercial oil tankers, undermining the

Given the blistering 15% gain for the S&P 500 in the second quarter of 2026, at a time when concerns about the valuation of infrastructure

The S&P 500 ended the week of June 22 on a very sour note, falling 2.0% in part because traders had been surprised that Fed

In the week of June 14, the US and Iran peace deal, following a 60-day ceasefire memorandum of understanding to reopen the Strait of Hormuz

In the week ended June 12, the market faced a key inflection point, as tensions in the fragile truce between the USA and Iran once

The week of June 1 brought key pieces of fresh labour data that showed that job openings were plentiful, new jobs have been created, and

The week saw the S&P 500 notch several record highs but ended on a sour note on May 15, as a high 3.8% annual inflation

Stocks started the week on the upside, and continued to march upward throughout the week, refusing to submit to the barrage of critics who claim

Last week, I wrote: “It is plausible that the record-breaking rally might enter a short-term consolidation phase because investors may need a supportive background. There
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