Global markets pulled back as the Iran-Israel ceasefire collapsed and renewed p... Read All

The market is moving beyond a single dominant narrative. Capital is broadening... Read All

Executive Summary: The AI boom is fueling the Fed’s hawkishness, as Ed and Elias... Read All

Global markets absorbed a third round of US strikes on Iran and a Hormuz closur... Read All

What You Should Know As the first half of 2026 came to a close, global capital f...

Executive Summary: The June jobs report was widely characterized as weak. Ed and... Read All

The first half of 2026 has come to a close with global equities, especially sem...

What You Should Know Apple made the unusual decision last week to raise prices,...

Executive Summary: Consumer spending has been remarkably resilient, growing for... Read All

Tech stocks led last week’s pullback, with the Philadelphia Semiconductor Index...