U.S. CPI surged 3.3% annually in March 2026—its biggest monthly jump since 2022—while consumer sentiment crashed to an all-time low of 47.6. Here’s what the double bind means for markets.
Investors are valuing Anthropic at $800 billion — more than Goldman Sachs. Here’s what that tells us about AI’s private capital revolution.
U.S. tariff collections fell $4B in March alone and are now down 30% since October. Here’s what that means for the federal deficit and Treasury yields.
AI data centers are straining America’s power grid, stalling billions in projects. Here’s what it means for energy markets and capital allocation.
Amazon’s $11.57B all-cash bid for Globalstar signals a major escalation in its satellite rivalry with SpaceX Starlink — and a new era of space M&A.
Bank of America and Morgan Stanley close out big-bank earnings season in Q1 2026. Here’s what traders and investors are watching most closely.
March 2026 PPI rose just 0.5% vs 1.1% expected. Here’s what the wholesale inflation surprise means for Fed policy and bond markets.
High-yield credit spreads are widening in 2026. Here’s what the junk bond market is telling investors about recession risk, corporate debt, and what comes next.
How private credit crossed $2 trillion in AUM—and why corporations are choosing direct lenders over banks in 2026.
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.