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Latest
Fresh coverage on the economy, markets, and the forces moving money.
Commodities and the Rising Cost of Resilience
Commodity demand is becoming policy-mandated while supply stays constrained by geology, permitting, and capital discipline.
6 min read
Higher Prices Won’t Fix Commodity Supply
The old price-up, capital-in, output-up loop is weakening as permitting, geology, labor, and infrastructure cap how quickly new supply can emerge.
8 min read
Nvidia options price in 355 billion dollar market value swing
Options traders are bracing for a $355 billion swing in market value following Nvidia’s first-quarter earnings report on Wednesday.
1 min read
30-year Treasury yield hits 5.18% as Middle East conflict fuels inflation anxiety
The 30-year Treasury yield climbed to 5.18% on Tuesday, reaching its highest level since 2007 as conflict in the Middle East fueled global inflation concerns.
1 min read
Mortgage rates reach highest level since July 2025
The average 30-year fixed mortgage rate reached 6.75% on Tuesday, marking its highest level since July 2025 following a sharp spike since late February.
1 min read
North Asian stocks outperform Southern peers on tech and energy buffers
South Korean markets gained over 80% this year while Indonesia fell 25% as investors pivot to nations with robust energy buffers and technology exposure.
1 min read
UK unemployment rate rises to 5% as payrolls drop by 100,000
Britain's unemployment rate climbed to 5% in the three months to March as the economy recorded a drop of 100,000 payroll jobs in April.
1 min read
HFI Research warns of oil market breaking point in early June
HFI Research warns the oil market faces a breaking point in early June if the Strait of Hormuz remains closed and global inventories hit record lows.
1 min read
Bank of Japan cuts 2026 growth forecast to 0.5 percent as oil prices rise
Japan's economy grew at a 2.1% annualized rate in the first quarter, exceeding the 1.7% forecast on strong exports and consumption.
1 min read
Bond yields surge past 4.6 percent on Iran oil supply concerns
The 10-year Treasury yield jumped 24 basis points to top 4.6% as oil prices remained above $100 a barrel amid the ongoing conflict in Iran.
2 min read
HFI Research warns oil prices could hit $150 as inventories vanish
HFI Research warns that oil prices could surpass $150 a barrel if the Strait of Hormuz remains closed through early June.
1 min read