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September 23, 2026 - Blowout PMI Just Killed the Fed Pause
The soft-landing narrative just ran into another problem.
A surprisingly strong PMI print is forcing markets to rethink the path for interest rates, p…
1 month ago
September 21, 2026 - Real Yields Are Surging—So Why Won’t Tech Break?
Rising real yields are supposed to be kryptonite for technology stocks. Instead, the sector keeps pushing higher.
In this episode of Market Pulse, we …
1 month ago
September 18, 2026 - The Options Pin Is Hiding a Fracturing Market
The major indices may look stable—but beneath the surface, the market is telling a very different story.
In this episode of Market Pulse, we examine h…
1 month ago
September 14, 2026 - 5% Yields Hit Markets: The Rate Shock Wall Street Can’t Ignore
Treasury yields are pushing toward 5%—and markets are starting to feel the pressure.
In this episode of Market Pulse, we break down the selloff as hig…
1 month, 1 week ago
September 11, 2026 - Rates and Oil Surge — So Why Won’t AI Tech Break?
Treasury yields are climbing. Oil is surging. Financial conditions are tightening. Under normal circumstances, that combination should be a clear hea…
1 month, 1 week ago
September 4, 2026 - Jobs Shock Hammers Software as Hard Assets Take the Lead
A sharp jobs shock rattled markets, challenged the soft-landing narrative, and triggered a decisive split beneath the surface of equities.
In this epi…
1 month, 2 weeks ago
September 3, 2026 - The S&P 500 Is Rallying Into an Inflation Trap
Stocks keep climbing—but the inflation data is refusing to cooperate.
In this episode of Market Pulse, we examine why the S&P 500 rallied despite anot…
1 month, 3 weeks ago
September 2, 2026 - The $40 Billion Rate Shock: Rising Yields Trigger a Market Selloff
A renewed surge in bond yields is forcing investors to confront a risk markets had largely pushed aside: higher rates may be here to stay.
In this epi…
1 month, 3 weeks ago
September 1, 2026 - Oil Surges, Yields Spike — and the Consumer Starts to Crack
Oil is climbing, Treasury yields are pushing higher, and the latest retail data is sending a much more troubling signal: the U.S. consumer may finall…
1 month, 3 weeks ago
August 31, 2026 - Oil Explodes, Utilities Break: The Market’s Inflation Warning
Oil surged while utility stocks—normally viewed as a defensive haven—were hit with a sharp selloff. That divergence may be sending a much bigger mess…
1 month, 3 weeks ago