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Election Week Opens With Oil Sliding and Rate Hikes Back in Play

Election Week Opens With Oil Sliding and Rate Hikes Back in Play

Midterms, Iran peace talks, a Bank of England hike, and the October jobs report all land this week.

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Paying More for Less, From the Checkout Line to Big Tech

Paying More for Less, From the Checkout Line to Big Tech

Shoppers paid more for less, AI bills hit Big Tech's cash, and buyers took companies private.

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The Long End Broke 5%, and Friday's Wage Print Decides What Happens Next

The Long End Broke 5%, and Friday's Wage Print Decides What Happens Next

The 30-year just cleared 5.36%, and one Friday data point reopens the December hike debate.

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Gold Cracked, Oil Round-Tripped, And Four Central Banks Now Hold The Pen

Gold Cracked, Oil Round-Tripped, And Four Central Banks Now Hold The Pen

The rotation already started. Four rate decisions in four days will tell you if it holds.

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Silver's Slide, a Holiday Bet, and a Crowded Earnings Week

Silver's Slide, a Holiday Bet, and a Crowded Earnings Week

Metals are sliding, retailers are rallying into the holidays, and the euro is slipping.

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Election Day Is Turning Into the Market's Real Deadline

Election Day Is Turning Into the Market's Real Deadline

Trade deals, jobs data, and the Fed are all bunching up around November 3.

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The Barrel, The Server Rack And The Fed Clock All Moved At Once

The Barrel, The Server Rack And The Fed Clock All Moved At Once

Brent hit $110, AI credit cracked, and the Oct. 28 Fed decision just went live.

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Your Bonds Finally Earned Their Keep, And Hot Wholesale Prices Want It Back

Your Bonds Finally Earned Their Keep, And Hot Wholesale Prices Want It Back

Treasuries finally cushioned a stock selloff. The inflation data says don't lean on that too hard.

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Defensives Took The Bid While Tech Cracked And The Hike Debate Reopened

Defensives Took The Bid While Tech Cracked And The Hike Debate Reopened

The rotation into staples and energy just told you what phase of the cycle you're in.

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The Price Of Holding Treasuries Just Went Up

The Price Of Holding Treasuries Just Went Up

Record auction yields and a probe of a Fed governor are really the same story.

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A Calm VIX Is Lying To You About Next Week

A Calm VIX Is Lying To You About Next Week

The VIX is pricing a quiet week. CPI and the big banks say otherwise.

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$100 Brent And A 5.35% Ten-Year Just Broke Your Pivot Trade

$100 Brent And A 5.35% Ten-Year Just Broke Your Pivot Trade

Oil, the dollar, and hawkish minutes hit on the same tape. Here is what gets repriced.