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- Fewer Jobs, More RecordsPayrolls shrink, hike odds fade, and markets hit records.
- No One Saw This ComingAI reversal, Fed division, ceasefire stall, and markets up?
- Good Earnings, Bad VibesMarkets fell on AI and oil, but beneath the surface, earnings are ahead of last year.
- Chips & NACHOsChip stocks reversed course, the oil trade reemerged, and global earnings quietly encourage.
- Is the Easy Era Over?Geopolitical tensions rattle markets as research signals a more volatile era ahead.
- Life, Liberty, and Market UpdatesAs AI stocks stumbled and the Strait of Hormuz kept markets on edge, the U.S. turns 250 this week.



