The Market Bottom Isn’t About Iran. It’s About the Fed.
Everyone’s watching the Strait of Hormuz. The market’s real signal is hiding in the bond market. Here’s what actually tells you when stocks have found a floor.
Stock Market
Health Insurers Just Got a 9% Gift From Washington
The Trump administration quietly finalized Medicare Advantage payment rates for 2027—and the number was a lot better than Wall Street feared. UnitedHealth, Humana, and CVS exploded higher in after-hours trading. Here’s what changed and why it matters.
Wall Street Bet on Iran Peace. Trump Said ‘Not Good Enough.’
The S&P 500 just posted its fourth consecutive winning session on hopes of an Iran ceasefire. Then Trump called the proposal ‘not good enough.’ Here’s what the market got wrong — and what happens next.
IEA Tapped 400M Barrels. Birol Says It Won’t Be Enough.
The world’s emergency oil stockpile just absorbed its biggest drawdown in history. Now the IEA chief is eyeing round two — because April is going to be worse.
The Government Is Handing Your Kid $1,000. Here’s What Trump Accounts Actually Are.
The Treasury just named BNY and Robinhood as the brains behind Trump Accounts — tax-deferred investment accounts for children that launch July 4. Over 4 million kids are already enrolled. Here’s what parents actually need to know.
AI May Replace Your Financial Advisor. There’s One Problem.
An MIT professor says AI is coming for financial advisors — and the technology is almost ready. The missing piece isn’t computing power. It’s something much harder to build.
Dimon’s Letter Is Out. He’s Worried. You Should Be Too.
Jamie Dimon dropped his annual shareholder letter this morning, and it reads less like a corporate update and more like a warning siren. The JPMorgan CEO flagged three big risks: geopolitical instability, AI, and the growing shadows of private markets. Here’s why Wall Street is taking notes.
The Yuan Is Showing Safe-Haven Traits. Dismiss That at Your Own Risk.
UBS says the yuan is showing safe-haven characteristics for the first time. With the Iran war reshaping energy trade and dollar dominance under pressure, that call deserves a closer look.
India Just Bought Iranian Oil. Sanctions Just Got Complicated.
For the first time since 2019, India is purchasing Iranian crude — a move that reveals the fraying limits of US sanctions leverage, signals a geopolitical rebalancing, and has real implications for oil prices, tanker stocks, and the dollar.
If Iran Blinks: What a Hormuz Deal Does to Markets
Every trader is hedging for escalation. But what if a deal actually happens? The resolution trade is real — and the market moves would be swift and brutal for anyone positioned wrong.