🛢️ Brent just crossed $102. Three carriers in the Gulf.
Oil, bonds, and the IMF all moved in the same direction this week — and none of them moved in your favour. Here's the state of play.
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Core PCE just blinked. Rates didn't.
August inflation came in well below forecast — and bond markets shrugged. Here's what the gap between the data and the 10-year yield means for your borrowing costs right now.
📉 30-yr Treasury yield hits a 24-year high today
Bonds are flashing recession, consumers are the gloomiest since 2014, and the White House just cracked open emergency oil reserves. A lot to unpack before the close.
🛢️ Trump just rejected the Hormuz deal. $107 oil.
Brent hit $108.83 overnight, the RBA just raised rates blaming the war, and Japan is one bad yen move away from intervention. It's a connected crisis now.
🛢️ Trump killed the Iran deal. Oil is at $106.
The Hormuz off-ramp is gone, bonds are selling off globally, and an Australian gold miner just made its shareholders 9% richer before lunch.
🛢️ Diesel hits $6.51. Your grocery bill knows.
Oil at $108, mortgage rates at a 22-year high, and a 47-day trade truce that solves nothing — here's where each of those lands for you.
🔔 Two-month trade window. Not six.
Xi landed in DC last night. The truce got extended — but barely. Meanwhile, bond yields just hit a 19-year high and the PMI data is making it worse.
🛢️ Oil at $99 is now setting your interest rate.
The Fed's September hike had one primary cause. It wasn't wages, wasn't housing. Here's what's actually driving rates — and what breaks the cycle.
Brent just broke $100. One sentence did it.
Trump floated a meeting. No deal, no barrels, just a possibility — and oil dropped to its lowest since the Iran conflict began. The rest of Monday followed.
🛢️ Oil near $100. Mortgages at 7.24%. Same week.
A Houthi strike on Riyadh, the highest US mortgage rate in 19 months, and Bessent flying to New York for a summit that could reset global trade. Monday's crowded.
The Fed just hiked for the first time in 3 years.
Warsh's debut hike came unanimous, the dot plot pointed to another move before Christmas, and the Bank of Japan did the same thing overnight. The world just got tighter.
The Fed just hiked for the first time in 3 years.
Warsh's FOMC voted 12-0, the dot plot says more is coming, and your variable-rate debt is already repricing. Here's what moved and what's next.
🏦 5%: the yield that changes your mortgage math
The 10-year Treasury hit its highest level since 2007 — and the Fed hasn't even moved yet. Here's what Tuesday's selloff means for Wednesday's decision.
🛢️ Saudi Arabia's oil exit is gone. Both of them.
The pipeline's destroyed, the diplomatic talks collapsed, and Hormuz is barely moving. The 10-year just hit 5%. It's a lot for one Monday.
📈 85% chance of a rate hike in 72 hours
Core CPI beat forecasts Friday, OpenAI just shelved its IPO, and oil hit $107 this morning. It's a lot to land on a Monday.
🛢️ Oil hit $107. Your Fed decision just got harder.
Brent crude just cracked $107, CPI lands before you finish your coffee, and India's biggest bank is betting $3.5 billion a struggling telecom can survive two giants.
ECB hikes again. A war is why.
Oil above $100, eurozone inflation back above 3%, and now the ECB has raised rates twice this year — with borrowing costs rising for millions of households before the month is out.
🛢️ Oil just hit $99.46. Your grocery bill noticed.
Houthi drones, a record Chinese trade surplus, and an ECB rate call tomorrow — three separate pressure points landing on the same Wednesday morning.
🛢️ Oil at $97, jobs too strong, rates going up.
Iran just drew a new line in the Gulf of Oman. The US added three times as many jobs as expected. Japan's workers got a real raise. All three point the same direction.
🛢️ US sank three tankers. Brent's at $97.
Oil's up 10% in four weeks, jobs just tripled forecasts, and the ECB is hiking Wednesday. Your cost of living got three pieces of bad news in 72 hours.
🛢️ Iran hit Kuwait. Oil jumped. Then Trump blinked.
A missile strike, a peace rumour, and a Fed governor going soft — all before Friday's payrolls number lands and potentially rewrites everything.
🛢️ Brent just hit $94.86. Your bills notice.
US-Iran strikes are rewriting the oil price forecast in real time — and the knock-on through inflation, rates, and bond markets is accelerating fast.
🛢️ Oil just hit $91. Your energy bill is next.
US strikes on Iranian sites sent crude to its biggest single-day gain in five weeks — and that's before the eurozone inflation number or Japan's 30-year bond milestone.
🛢️ Oil just hit $86. Here's who benefits.
The US struck Iran near the Strait of Hormuz on Sunday — and the ripple through crude, stocks, and your fuel bill started before markets opened Monday.
🔔 Warsh just raised the odds of a rate hike to 60%
One Jackson Hole speech flipped the September rate outlook, rattled gold, and put Warsh directly at odds with the president who hired him. Here's what moved.
🔔 The Fed is openly split. Warsh speaks in hours.
Three FOMC dissenters, a 30-year yield above 5%, and an AI chip market picking its own winners. A lot to unpack before the opening bell.
📈 Nvidia cleared $91B. The Fed might not care.
Hot PCE inflation, a Fed hawk on the mic, and Nvidia guiding higher into a rate cycle that isn't finished yet. The timing here is genuinely uncomfortable.
Nvidia just printed $93 billion in one quarter.
AI spending hasn't peaked, oil is sliding on Iran deal hopes, and Australian mortgage holders just got the news they've been waiting eighteen months to hear.
🏦 The US just threatened to cut off the world's banks.
Iran sanctions, Korean chipmaker pressure, and a Treasury bond-buyback that one of the world's top macro minds is calling "troubling" — all landing on the same Monday.
🏦 The 30-year yield hit 5.27%. Your mortgage noticed.
Yields near a 19-year high, oil stuck above $93, and the entire stock market is holding its breath for one earnings report. Here's where things stand.
📉 Walmart just posted its worst sales in 6 years
Bond yields shrugged off the Treasury's fix, oil hit $93, and America's biggest retailer is flashing a warning sign that's hard to ignore.
🏦 The Fed almost hiked last month. Three votes short.
Treasury just doubled its long-bond buyback cap, three Fed officials wanted a rate hike in July, and China's holding steady. Your money is caught in the middle of all three.
🛢️ The Iran truce is over. Oil's at $84.
No deal, no ceasefire, and Iran is now threatening the waterway that carries one in five barrels of the world's oil. Here's what moved overnight.
🛢️ Oil above $84. Fewer ships than a marina.
Iran's threat to escalate Hormuz, BHP's copper milestone, and a consumer mood that's souring fast — plus why the fear gauge's calm doesn't add up.
🏦 48 hours before the tariff hits Canada
A 50% tariff, a bond yield not seen since 2001, and a Japan GDP miss that changes the rate calculus — here's what opens the week.
Your pay rise lost to inflation. Again.
July CPI came in at 3.4% — wages are at 3.2%. That gap is small, but it's been there four months straight, and it's quietly doing real damage.
Your pay rise is losing to inflation. Again.
US CPI came in exactly as expected — and that's actually the good news. The bad news is wages are still behind, gas is up 25%, and the Strait of Hormuz isn't reopening anytime s…
🏦 July CPI is out — oil wrote the bill
The first inflation print to fully capture the Iran oil shock lands this morning, and the Fed's three dissenting hawks are watching very closely.
🛢️ Iran slams the door. Oil just hit $82.
A diplomatic collapse in the Gulf sent crude surging 5% Monday — and with September rate-hike odds now at 52%, your borrowing costs are watching too.
🏦 US shed 23,000 jobs — and markets rallied.
A payrolls miss, a tanker strike off Oman, and Chinese consumers barely spending. Three stories that connect in ways you'll want to explain at lunch.
🛢️ Iran just tried to toll the world's oil lane.
A strike near Hormuz, a jobs market too strong for the Fed's liking, and Beijing quietly admitting things aren't going as well as it said. Busy Friday.
🛢️ Oil just dropped 5%. One deal could do it.
A Hormuz framework inches toward signing, jobs data just came in cold, and Eli Lilly's weight-loss drugs are rewriting pharmaceutical history. Here's where it all lands.
🏛️ The Dow hit 53,178. Three things happened at once.
Iran paused, the yen got rescued, and US factories are booming harder than any point in four years. Here's what moved and what's still fragile.
🛢️ Oil just dropped $4 in a single night.
Trump claims a Strait of Hormuz deal, Iran disputes it, and crude gave back five days of gains before Monday morning coffee. Here's what's still moving.
🏦 US growth just hit its slowest pace in a year
GDP missed, inflation cooled, a gas tanker got hit in Egypt, and the Bank of England nearly hiked. A lot happened in 24 hours — here's what matters.
🏦 The Fed held. Bonds just hit a 19-year high.
A 9-3 Fed vote, a ballistic missile strike in Jordan, and Seoul's circuit breaker firing twice in a row. Thursday's a lot.
🤖 The AI trade just cracked. Seoul felt it first.
Korea's market halted trading for the 22nd time this year as chip stocks collapsed overnight — and the question now is whether the whole AI spending thesis just broke.
🛢️ Oil just dropped 7%. Don't celebrate yet.
Iran and the US blinked at the same time — crude fell hard. But the Houthis are still at it, the ECB is eyeing September, and your fuel bill won't recover overnight.
🛢️ Oil just crossed $100 a barrel again.
Houthi missiles, 12 nights of US strikes on Iran, and a Goldman forecast of $120 by Q4. Here's what it means for your petrol bill, your pension, and your portfolio.
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