Markets Advance Despite Weak Consumer Sentiment
Despite subdued consumer confidence, household wealth supports financial markets.
AI Spending & Market Breadth Expand
Investment in artificial intelligence continues to accelerate, with major technology companies committing substantial capital to the AI buildout.
Oil Prices & Inflation Complicate the Fed's Next Move
Oil prices have been a major driver of inflation and interest rate expectations in 2026.
SpaceX IPO in Focus
The stage is set for SpaceX to go public on Friday. The IPO market is heating up.
Stocks Near All-Time Highs Again
The S&P 500 and Nasdaq are above where they were before the conflict in Iran began.
Navigating the Conflict in Iran
The situation in Iran remains fluid. The Strait of Hormuz is effectively closed to commercial traffic.