Ilya Spivak

Oil prices jumped as the US and Iran clashed again this week, yet the familiar “war trade” inflation fears were absent. For stock markets, that's probably bad news.

Oil prices surged and stocks fell as a clash between the US and Iran revived the war trade, but incoming CPI inflation data may point to a deeper problem.

Stock markets might have cheered as inflation expectedly fell, but fighting words from Fed Chair Kevin Warsh warned of trouble ahead.

The stock market was not impressed as another dose of soft inflation data and a gentler tone from Fed Chair Warsh eased Fed rate hike fears.

Stocks struggled despite cooling inflation as the AI fever broke in overseas markets and US data warned that battered consumers may derail the economy.

Jumping oil prices should be lifting yields and the dollar and sinking gold. None of it is happening, and stock markets should be worried.

The Iran war trade is breaking down and stock markets probably won't like what's coming next as economic growth fears cut through muddled price signals.

A blowout from Google's parent could not lift the market. Meanwhile, bonds, gold, and the dollar are locked in a telling disagreement about what comes next.

Stock markets are suddenly shuddering at meaty AI buildout plans as real interest rates surge, threatening to crush the economy.

The stock market looked miserable even as oil prices sank after the US and Iran dialed back their war. A huge batch of AI-powered earnings and a critical Fed rate decision loom ahead.