Wall Street’s top trading desks are on pace for one of their best quarters in years as geopolitical turmoil, tariff uncertainty, and market volatility fuel record activity across equities, bonds, and commodities.
TSMC reports Q1 2026 results on April 16. Revenue trends, CoWoS capacity, and HPC guidance will reveal the true health of AI infrastructure spending.
Wage growth inequality is at its widest since 2015. Here’s what the widening divide means for consumer credit, retail, and capital markets.
March 2026 CPI data came in below forecasts, sending bond yields lower and reviving expectations for Fed rate cuts later this year.
Kevin Warsh’s expected Fed Chair confirmation hearing has been delayed. Here’s what the nomination snag means for bonds, the dollar, and equities.
China’s factory prices turned positive for the first time in 3 years, driven by surging oil. Here’s what that global shift means for bonds and Fed policy.
With Treasury yields at 4.3% and stocks trading at 21x earnings, the equity risk premium has compressed to near zero. Here’s what that means.
Fannie Mae has accepted the first crypto-backed mortgage product, a landmark step that could reshape housing finance and open new capital markets territory.
Traders now see a Fed rate hike as more likely than a cut. Here’s what Treasury yields, FedWatch data, and bond markets are pricing in for 2026.
Brent crude topped $120 as the US-Iran ceasefire shows cracks. What a sustained oil shock means for inflation, Fed rate cuts, and global markets.