Articles tagging "Inflation": Page 5
Trump's Fed Calls Test 4.67% Credibility

Trump's Fed Calls Test 4.67% Credibility
— Margin Notes: 2026-08-07

Crude oil rose 0.88% to $77.97 as Iran sought limits on US and Israeli shipping through the Strait of Hormuz, leaving the proposed agreement with Oman short of an operating guarantee....

SpaceX’s AI Bill Faces the 4.62% Question

SpaceX’s AI Bill Faces the 4.62% Question
— Margin Notes: 2026-08-06

Iran and Oman announced an agreement on Strait of Hormuz shipping, giving energy markets their first diplomatic mechanism for reducing the traffic disruption rather than merely discussing it....

Palantir’s Rally Meets Bitcoin’s Custody Test

Palantir’s Rally Meets Bitcoin’s Custody Test
— Margin Notes: 2026-08-05

Crude oil settled at $75.27 after President Donald Trump said US-Iran negotiations were progressing, while the S&P 500 rose 1.79% to 7,736.52. Diplomatic progress has taken some heat out of the...

Five Ships, 4.68%, and a Selective Rally

Five Ships, 4.68%, and a Selective Rally
— Margin Notes: 2026-08-04

Five ships crossed the Strait of Hormuz, down 99 from the previous count, as attacks pushed the world’s most important energy passage toward operational paralysis....

A $165 Million Transfer Meets 4.69%

A $165 Million Transfer Meets 4.69%
— Margin Notes: 2026-08-03

Crude oil fell 6.57% to $79.11 after President Donald Trump said US-Iran talks would begin Monday, reversing much of the supply-risk premium built into energy markets last week....

Microsoft’s $450 Billion Vote

Microsoft’s $450 Billion Vote
— Margin Notes: 2026-07-31

Microsoft shares rose 15.51% to $451.10, creating roughly $450 billion in additional market value and giving the Nasdaq a 2.78% lift. Microsoft delivered the market’s clearest vote yet for continued...

$4,092 Gold Finds No Shelter

$4,092 Gold Finds No Shelter
— Margin Notes: 2026-07-30

US forces launched fresh strikes against Iran as the conflict widened across the Middle East, sending Brent crude up 2.48% to $92.99 and cutting daily Strait of Hormuz transits by 101 ships....

The Capex Ceiling

The Capex Ceiling
— Margin Notes: 2026-06-04

The market is currently operating under a form of selective blindness. While Israel and Lebanon agreed to a conditional ceasefire, the US and Iran continue to exchange strikes....

The Great Rotation

The Great Rotation
— Margin Notes: 2026-06-03

A fragile ceasefire in the Middle East began to crack on Tuesday. What started as diplomatic posturing quickly turned into physical combat as US and Iran exchanged military strikes....

The Squeeze Logic

The Squeeze Logic
— Margin Notes: 2026-06-02

A handful of detained tankers in the Strait of Hormuz started as a logistical inconvenience last week. By Tuesday, the arithmetic of global energy trade had rewritten itself....

The Independence Illusion

The Independence Illusion
— Margin Notes: 2026-06-01

Jerome Powell warns that politicizing Fed will erode its credibility. The market is currently operating under a form of selective blindness. While the outgoing Fed Chair defends the institution's...

The Truce Premium

The Truce Premium
— Margin Notes: 2026-05-29

The pipes of the energy complex cleared today as the market priced out the immediate threat of a blockade. When the US and Iran agreed to a 60-day truce renewal, the risk premium that had been...