Dear readers, Yesterday we left Brent crude pressing against the $100 ceiling, waiting to see how far the standoff around...

Dear readers, For months, the tape has taken its cues from two obsessions: how fast AI can grow, and when...

Dear readers, The rate-cut daydream that carried markets through August is colliding with something less abstract this week: real geopolitics,...

Dear readers, Wall Street is dark today for Labor Day, which gives us a rare moment to step back from...

Dear readers, Yesterday's forecast was for a soft print, and the market had already positioned for it. Instead, the Bureau...

Dear readers, The number every trading desk has circled on the calendar arrives today, and nobody is pretending to know...

Dear readers, Wall Street's rate anxiety hasn't eased since yesterday. The 10-year Treasury yield pushed through 4.8%, and the Dow...

Dear readers, Two days into September, the month is already living up to its reputation as the market's toughest stretch....

Dear readers, Silicon Valley closes a chapter today. Tim Cook's final day as Apple's chief executive ends this afternoon, with...

Dear readers, Yesterday we watched Kevin Warsh open his Jackson Hole keynote and asked how markets would take it. The...