Ilya Spivak

Stocks pushed higher amid reports that the US and Iran are on the verge of a breakthrough deal. Will it really help?

US manufacturing is booming, but an inflation melt-up makes that look more like overheating than healthy growth. Will the stock market notice?

Stocks just suffered their worst day in weeks as the data hinted the US economy may not be slowing toward a downturn so much as overheating into one.

A brutal market rout no longer needed an Iran headline to ignite it. With US inflation data on deck, was that the end of the damage or just a pause?

Stocks and gold crashed together in a dash for cash, and the move may not need oil or the Fed to keep going. Has the inflation shock become a growth scare?

Markets roared back as Fed rate-hike bets cooled — but they may be falling for the wrong reason. Is the relief rally misreading demand destruction as good news?

Stocks cheered a breakthrough toward ending the US-Iran war, but the bond market refused to celebrate. Has the deal fixed the wrong problem?

The US-Iran-deal stock market rally stalled where June's meltdown began, even as the good news kept coming. Will the new Fed chair give traders a reason to cheer?

A Fed chair installed to be dovish just made a startlingly hawkish debut, setting the stage for rate hikes and punishing the stock market. Now what?

Crude oil is tumbling as the US-Iran war winds down, yet stocks can't rally, bonds keep sliding, and the dollar is breaking out. Has the inflation story outgrown the war that started it?