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.
Stock Market
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.
Credo Technology: The AI Chip Stock Outrunning Nvidia in 2026
CRDO surged 11% on April 14 as Jefferies initiated coverage and AI data center demand drove triple-digit revenue growth — here’s what’s behind the rally.
Stocks and Bonds Send a Rare Recession Warning in 2026
A rare alignment of stock and bond market warning signals — mirroring patterns seen before every U.S. recession since 1970 — is putting capital markets on edge.
Goldman Sachs Q1 2026: Record Trading Revenue Can’t Calm a Wary Market
Goldman Sachs beat Q1 2026 estimates with record $5.33B equity trading revenue and 19% profit growth — but the stock still slid. Here’s why Wall Street is cautious.
SEC DeFi Green Light: Inside the Landmark Regulatory Shift
The SEC exempted DeFi user interfaces from broker-dealer rules in a landmark staff statement — a watershed moment for crypto capital markets.
JPMorgan Leads Big Bank Surge in Q1 2026 as Dimon Sounds Alarm
JPMorgan profits surged 15% to $16.5B in Q1 2026, leading a blockbuster quarter for Wall Street banks. But CEO Dimon is warning of an increasingly complex risk environment.
Fed Rate-Cut Odds Hit 40% as Iran Peace Talks Ease Oil Fears
Money markets repriced Fed rate-cut odds from below 10% to 40% as US-Iran peace talk optimism sent oil prices lower. Here is what bond investors need to know.
Netflix Q1 2026 Earnings Preview: What Investors Are Watching
Netflix reports Q1 2026 earnings on April 16. Here’s what Wall Street is watching: ad-tier growth, engagement metrics, margins, and macro risks.