Artificial Intelligence Could Be the Biggest Deflationary Force of the Decade
Artificial intelligence may turn out to be the most powerful deflationary force of the 2020s but not in the simple,…
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 Fed May Not Cut Rates This Year And Markets Are Still Underestimating Why
The way I see it, the market keeps asking the wrong question. Everyone wants to know when the Federal Reserve…
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…
Hantavirus Outbreak Economic Impact: Could This Become a COVID Déjà Vu for Markets?
When I first saw the hantavirus headlines, my mind did not go straight to epidemiology. It went to markets. Not…
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 Threatens Iran: What Happens Next to Markets, Inflation, Interest Rates and Crypto?
Breaking: Trump’s Threat Just Changed the Market Narrative Overnight In moments like this, markets don’t just react they reprice reality.…
Iran Proposes a Three-Phase Plan: What It Could Mean for the Economy
Iran’s proposed three-phase plan is not just another diplomatic document. At least, that is not how I read it. When…