Kuwait Airport Attack: What It Could Mean for Oil, the Fed, Bonds and the S&P 500
The attack on Kuwait International Airport is not just another Middle East headline. For U.S. investors, this is now a…
U.S.-Iran Deal Delay: Why the 60-Day Pause Matters for Oil, the Fed, Bonds and Wall Street
The possible 60-day delay in the U.S.-Iran deal is not just another diplomatic headline. In my view, this is a…
Iran and the U.S.: What a Possible Draft Agreement Could Mean for Oil, Inflation and the Fed
Introduction: Why I Think This Is Bigger Than Another Geopolitical Headline The way I see it, the latest Iran–U.S. situation…
Iran Rejects Trump’s New U.S. Plan. Here’s Why Markets Should Care
Iran’s rejection of the new U.S. plan is not just another diplomatic headline. The way I see it, this is…
U.S. CPI Rises Again: Why It Matters for the Fed, Markets, and Commodities
The latest U.S. inflation data has put pressure back on the market narrative. The U.S. Consumer Price Index rose to…
Why the S&P 500 Can Rally During Geopolitical Crises
When geopolitical tensions rise, most people expect the stock market to fall. That reaction makes sense on the surface. If…
USA vs Iran: How the Latest Hostilities Are Moving Oil, Inflation, and Fed Policy
When I look at the latest USA vs Iran headlines, I’m not just watching the military or diplomatic side of…
The US Has Attacked Iran Again And Markets May Never Trade the Same Way Tomorrow
For months, investors convinced themselves that the worst geopolitical risks were behind us. Inflation was cooling, the Federal Reserve was…
US-Iran Peace Deal Hopes Trigger a Macro Shock: Oil Plunges, Stocks Rally, and Markets Bet on Lower Inflation Risk
A potential US-Iran peace framework is no longer just a geopolitical headline. It has become a full macroeconomic event. Markets…
Trump Says the U.S. Could Take Control of Cuba
What Trump Actually Said About Taking Control of Cuba When Donald Trump said the United States would “take control” of…