Brent crude closed at $94.53 on Thursday, down 1.15%, after President Donald Trump said the US campaign against Iran would be brief and that the Strait of Hormuz remained under control....
Nvidia reported $96.2 billion in quarterly revenue after the market close, beating expectations and pointing to continued demand for AI infrastructure. The result supports the central growth story,...
Institutional capital is no longer waiting for the US government to fix its bond market; it is simply betting against the attempt. While Treasury Secretary Scott Bessent's $4 billion buyback was...
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....
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....
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 institutional psychology of the US bond market is currently grappling with a directive that sounds like freedom but feels like a threat. When Kevin Warsh was sworn in as US Federal Reserve Chair, the US government provided him the explicit instruction to do his own thing. For a portfolio manager, this is a dangerous kind of autonomy...
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