S&P 500 gains 142% with AI stocks, just 16% without them
Strip out the AI darlings from the S&P 500, and the index barely moved over the past two years. With them, it more than doubled. From May 2024 to June 2026, the S&P 500 posted […]
Strip out the AI darlings from the S&P 500, and the index barely moved over the past two years. With them, it more than doubled. From May 2024 to June 2026, the S&P 500 posted […]
As the Federal Reserve moves through its rate-cutting cycle, private-credit firms are watching their yields compress in real time. The same structural feature that made these loans so lucrative when rates were climbing, their floating-rate […]
China just posted its strongest producer inflation numbers in years, and the implications stretch well beyond Beijing. The April Producer Price Index came in at 2.8% year-on-year, handily beating expectations that ranged between 1.5% and […]
President Donald Trump posted two words on Truth Social that sent oil markets scrambling: “TOTALLY UNACCEPTABLE.” The target of his displeasure was Iran’s counter-proposal to a US peace initiative, a diplomatic exchange meant to de-escalate […]
Donald Trump is heading to Beijing. The US president is scheduled to meet Chinese President Xi Jinping on May 14-15 for a summit that will center on the escalating Iran conflict, China’s economic ties with […]
Diplomacy between Washington and Tehran just hit a wall, and markets are feeling every brick. US stock futures tumbled after President Trump rejected Iran’s counter-proposal to his deal over the Strait of Hormuz, reigniting fears […]
President Donald Trump has escalated his campaign against Fed Chair Jerome Powell to a level that’s making markets genuinely uncomfortable. Trump stated he would fire Powell if he does not resign, proposing former Fed governor […]
Iran has fired back at a US peace proposal with a counterproposal of its own, and the demands are steep: a permanent ceasefire, full sanctions relief, withdrawal of US troops, and security guarantees. The proposal, […]
Uncle Sam’s crypto wallet got a whole lot fatter this spring. The US government’s cryptocurrency holdings have climbed by more than $4 billion since April 1, cementing its position as the single largest state-level holder […]
For the first time in over 15 years, Syrians can use Visa and Mastercard. The two largest payment networks in the world have resumed card processing in the country, ending an isolation that began when […]
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