Oil at $100: Iran’s Strait of Hormuz Crisis Hits Capital Markets
Brent crude topped $100 as Iranian gunboats threaten the Strait of Hormuz. Here’s what the oil shock means for energy debt, sovereign bonds, and Fed policy.
capital markets
Blackstone Q1 2026 Earnings: What Capital Markets Are Watching
Blackstone reports Q1 2026 earnings on April 23 trading 14% below analyst targets. Here’s what the private equity giant’s results mean for capital markets.
Capital One Q1 2026: Earnings Miss and Provisions Test the Discover Bet
Capital One’s first full quarter post-Discover shows an earnings miss and $4.07B in credit provisions, raising questions about integration costs and consumer credit health in 2026.
Gold at $4,800: Why Analysts Are Eyeing $6,000 in 2026
Gold hit $4,812 this week, up 41% in a year. Here is what is driving the record rally — and whether $6,000 is the next stop.
SpaceX Files for IPO at $1.75T: What It Means for Capital Markets
SpaceX filed confidentially for an IPO targeting a $1.75 trillion valuation and late June 2026 debut. Here’s what the landmark deal means for capital markets.
Natural Gas Stocks Are AI’s Hidden Energy Play in 2026
Meta’s $27B data center expansion is putting natural gas stocks in focus. Here’s why AI’s power demand is reshaping the energy investment case.
Kevin Warsh Fed Nomination: What It Signals for Rates and Bonds
Kevin Warsh’s Senate confirmation hearing sent measured signals through bond markets and rate desks. Here’s what his nomination means for monetary policy, Treasury yields, and credit markets.
USA Rare Earth’s $2.8B Bet to Break China’s Rare Earth Hold
USA Rare Earth’s $2.8B acquisition of Brazil’s Serra Verde marks a turning point in the West’s push to secure critical mineral supply chains outside China.
Q1 2026 Earnings Season Peaks: What Rising Estimates Mean for Markets
With 400+ companies reporting this week and EPS estimates rising again, Q1 2026’s peak earnings week is a key test for the market’s record-breaking rally.
IMF Warns U.S. Debt Is Eroding the Treasury Safe-Haven Premium
The IMF says runaway U.S. debt is eliminating the traditional safety premium on Treasury bonds — and the implications stretch far beyond fixed income.