The Strait of Hormuz is reopening, and the oil market has already moved on. Brent settled below $79 a barrel this week, its lowest level since early March and a fourth consecutive session of losses —…
Unconditional surrender is a specific thing. It is not a mood or a press line. It is a document signed on a deck, with no terms, by a party that has run out of them. The defeated keep nothing they are…
The US-Iran deal is not a market mover in the usual sense. It is a rotation. Two premiums that had been pricing the same war collapsed at once — the energy premium embedded in crude and the…
The same agreement produced two verdicts this week. Wall Street read the US-Iran memorandum of understanding as the end of a war, sent oil below $79, and pushed the major indices to records. A senior…
The Personal Consumption Expenditures report for May arrives Thursday, June 25, and it is the strangest kind of market event: a number almost designed to be ignored. It is the Federal Reserve’s…
Marvell Technology becomes a member of the S&P 500 before the opening bell on Monday, June 22. S&P Dow Jones Indices announced the change on June 5; Marvell and Flex enter the benchmark in the…
The honest read is that the swap is close to a non-event for SNDK’s price trajectory. Western Digital is exchanging the roughly 1.04 million SanDisk shares it still holds for its own stock with a…
Taiwan’s National Security Bureau went live on Sunday with a website inviting Chinese nationals to pass intelligence to Taipei, framing the channel as a secure outlet for what it describes as a…
The TACO trade has gone kinetic. Trump Always Chickens Out began as a Wall Street acronym for tariff threats that evaporated on contact with the bond market. It now describes American Gulf policy. On…
Taiwan’s Army has crossed a symbolic and operational threshold: on June 10, 2026, it conducted its first-ever live-fire exercise with US-supplied HIMARS launchers on the island’s western shoreline,…