March PPI Cools: What It Means for Fed Rates and Bonds
March 2026 PPI rose just 0.5% vs 1.1% expected. Here’s what the wholesale inflation surprise means for Fed policy and bond markets.
Bruno
TSMC Q1 2026 Earnings: AI Demand in the Spotlight
TSMC reports Q1 2026 earnings this week as investors look for confirmation that AI chip demand remains robust. Here is what’s at stake.
Junk Bonds in 2026: What Widening Credit Spreads Are Signaling
High-yield credit spreads are widening in 2026. Here’s what the junk bond market is telling investors about recession risk, corporate debt, and what comes next.
The Magnificent Seven’s 2026 Slump: What’s Driving the Decline
Tesla and Microsoft are both down over 20% in 2026. Inside the forces pulling the Magnificent Seven off their perch — and what it means for the S&P 500.
Software Stocks Stage Best 2-Day Rally in a Year
Microsoft, Oracle, Palantir, and Palo Alto Networks lead the software sector’s best 2-day rally since April 2025, as the Nasdaq surges 1.71%.
Private Credit at $2 Trillion: The New Face of Corporate Lending
How private credit crossed $2 trillion in AUM—and why corporations are choosing direct lenders over banks in 2026.
Quantum Computing Stocks Rally: IonQ, D-Wave, and Rigetti Surge
IonQ surged 17%, D-Wave gained 15%, and Rigetti jumped 11% on April 14. Here’s what’s driving the quantum computing stock rally and the risks ahead.
Kevin Warsh at the Fed: What Markets Need to Know Before April 21
Trump’s Fed chair pick Kevin Warsh faces a Senate confirmation hearing April 21. Here’s what his hawkish track record means for rates, bonds, and equities.
Rate Cuts Delayed to 2027: What It Means for Bond Markets
The Fed’s Goolsbee signals rate cuts may wait until 2027 as March PPI hits a 3-year high. Here’s what the pause means for bonds and borrowing costs.
Q1 Bank Earnings: Citigroup Soars as Wells Fargo Stumbles
Citigroup’s Q1 profit surged 42% on trading and dealmaking while Wells Fargo fell 5% on a revenue miss. Inside the 2026 bank earnings split.