The Dollar Is Falling. What Capital Markets Are Telling Us.
The DXY is sliding as Iran ceasefire unwinds safe-haven trades. Here’s what dollar weakness means for bonds, commodities, emerging markets, and equities.
Economy & Macro
Explore inflation, employment, growth and other economic developments that shape financial markets. Find context for economic releases and explanations of commonly used indicators. Find your way around ECMSource.
Tariff Fog: Why Wall Street Can’t Price the S&P 500
When tariff policy can reverse overnight, S&P 500 valuation becomes guesswork. Here’s how Wall Street is trying — and failing — to price it in.
Private Credit’s $2 Trillion Stress Test
Blue Owl’s redemption cap signals the first real cracks in private credit. Here’s what it means for borrowers, banks, and the $2 trillion market.