May 19, 2026
Headline inflation still looks uncomfortable, but not catastrophic...
May 14, 2026
We generally prefer to keep politics at the edge of market analysis, not at the center of it...
May 05, 2026
Before the conflict, our base case was already for a market that could trade sideways with wide top-to-bottom...
April 24, 2026
One possible scenario for the stock market in the near term...
April 21, 2026
The oil and gas market is not a single trade. It is a supply chain — spanning production, refining, and...
March 31, 2026
A $1 move at the pump would redirect ~$50–60B from consumers to energy — compressing discretionary spending...
March 17, 2026
U.S. equity valuations are elevated relative to recent history — and more importantly, relative to the...
March 10, 2026
Oil price spikes driven by supply-side restrictions carry a very different economic impact than those driven...
March 03, 2026
For more than half a century, the global financial system has been organized around a simple reality: the US...
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