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After a U.S.-Iran deal sent crude tumbling ~4%, markets are flagging fuel-heavy sectors — airlines, cruises, and logistics — as cost-side beneficiaries. The thesis is margin relief, not a demand surge.
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Incoming Fed Chair Kevin Warsh has long pushed to scale back forward guidance and sideline the dot plot. According to multiple reports, that communications overhaul could begin as soon as this week's FOMC meeting.
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The Fed meets June 16–17 in Kevin Warsh's first FOMC as chair — and with May CPI at a three-year high and oil prices sliding on a US-Iran deal, the real question isn't just rates. It's whether Warsh rewrites how the Fed talks to markets.
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U.S. May CPI rose 4.2% YoY — the highest in roughly three years — with a 0.5% monthly gain and core inflation at 2.9%. Published before the U.S.-Iran deal, this data is the key constraint heading into this week's Fed meeting.
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After the US and Iran announced a deal, the dollar fell against major currencies while Bitcoin jumped over 2% and risk-sensitive currencies rallied. Here's the market logic — and why the Fed meeting this week is the real variable to watch.
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After the U.S. and Iran announced a deal to reopen the Strait of Hormuz, crude oil plunged roughly 4%. Markets aren't just reading this as an energy story — they're pricing it as an inflation reprieve.
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The U.S. and Iran announced a deal to end hostilities and reopen the Strait of Hormuz over the weekend, sending S&P 500 futures up ~1% and Brent crude down ~4% on Monday. Here's what the agreement says and what to watch next.
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U.S. wholesale prices blew past expectations in May, with PPI rising 1.1% month-over-month and 6.5% year-over-year — the hottest reading since November 2022. A 23%-plus spike in gasoline prices did most of the damage.
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U.S. stocks rallied sharply Thursday, with the Dow jumping nearly 930 points back above 50,000. Two catalysts drove the move: Trump called off Iran strikes, sending oil lower, and investors piled into tech ahead of SpaceX's landmark IPO.
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BofA strategists led by Savita Subramanian say there are "too many red flags" — with 70% of their bear market signals now lit and the S&P 500 looking expensive on 17 of 20 valuation metrics. The warning lands as equities keep climbing.
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April CPI already hit a 33-month high of 3.8%, and tonight's May reading lands against a backdrop of blowout jobs data that pushed odds of a 2026 rate hike to ~70%. All eyes on whether the inflation rebound is stalling or still running.
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Markets closed mixed on June 9 as tech and energy dragged the S&P 500 and Nasdaq lower while the Dow inched higher — then the U.S. launched "defensive strikes" against Iran after the close.