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- Blast OffSpaceX made history, as inflation data and geopolitical tensions kept markets on edge.
- Good Jobs ≠ Good Markets172,000 jobs added. Markets fell anyway.
- New Highs, Old QuestionsMarkets climbed to fresh records on Iran ceasefire hopes.
- Rising Costs, Rising MarketsMarkets kept climbing despite stubborn inflation. Two voices make the case that AI may a long-term antidote.
- Sticky SituationInflation came in hot, the Fed looks stuck on hold, and midterm election season is approaching.
- Earnings Season DeliversMarkets rallied on blockbuster Q1 earnings, a strong jobs report, and an AI spending boom that shows no signs of slowing.



