The Fed Waits: Why Rate Cuts Aren’t Coming Despite Falling Oil
While the stock market jumps from record high to record high, the Federal Reserve remains surprisingly quiet. San Francisco Fed […]
Market Commentary
Market analysis and commentary on current events.
Netflix Q1 2026: Record Earnings, Stock Falls 10% — Buying Opportunity or Warning Signal?
Netflix reported quarterly numbers on Thursday evening that look excellent on paper: Revenue $12.25 billion (+16%), earnings per share $1.23
TSMC Q1 2026: Record Profit of $18 Billion — The AI Chip Boom Is Accelerating
TSMC — the company that manufactures 9 out of 10 advanced AI chips worldwide — reported quarterly results on Thursday
S&P 500 Breaks 7,000: The Fastest Recovery Since the Financial Crisis
The S&P 500 broke through the 7,000-point barrier on Wednesday and followed up with a close at 7,041 on Thursday.
Earnings Week: JPMorgan, Citi and Wells Fargo Deliver — What It Means for Markets
Q1 2026 earnings season has kicked off with a bang. Within two days, four of the largest US banks reported
Oil Falls Below $100: Why Markets Are Betting on an Iran Deal
Just 24 hours after oil broke through the $100 mark, sentiment is shifting. WTI Crude fell more than 6% on
Novo Nordisk + OpenAI: Why Pharma Stocks Are Suddenly Becoming AI Plays
Novo Nordisk — the company behind weight-loss blockbuster Ozempic — announced a partnership with OpenAI on Tuesday. The stock jumped
Goldman Sachs Earnings: Record Quarter but Market Disappointed — Why?
Goldman Q1 2026: $17.23B revenue (+14%), EPS $17.55 — records everywhere except FICC. Why the stock fell -2% and what CEO Solomon’s AI warning means for software stocks.
Trump’s Hormuz Blockade: What $100 Oil Means for Your Portfolio
WTI oil at $104, Brent at $101: Following the Hormuz blockade, we analyze the impact on energy stocks, airlines, and what investors should do now.
March CPI at 3.3%: Inflation Is Back and the Fed Has No Good Options
The March Consumer Price Index came in at 3.3% year-over-year. That’s exactly what economists expected, but it’s the wrong kind