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Mar 17, 2026
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11 min read
The market opened with relief, then quickly lost conviction. Oil, policy uncertainty, and credit concerns are still keeping positioning tight.
Mar 16, 2026
9 min read
A spike in energy costs is reshaping Europe’s outlook. Meanwhile, the quiet tug-of-war inside private credit and AI infrastructure spending is revealing where the next pressure points sit.
10 min read
This morning’s session revealed more about direction than volatility. Energy supply, bank performance, and AI infrastructure spending all hinted at how the next phase of the cycle may unfold.
Mar 15, 2026
12 min read
The Week Ahead: When Energy, Earnings, And The Fed Collide. Last week markets reacted to oil and shipping disruptions. This week the calendar arrives to test whether those pressures are already showing up in inflation, hiring, manufacturing, and corporate results.
Mar 14, 2026
Last week did not move in a straight line. Oil jerked the tape around, AI kept pulling capital toward the buildout, and investors spent five days figuring out which businesses can handle a world where fuel, funding, and infrastructure all matter more.
Mar 13, 2026
One disruption in the Gulf rippled through nearly every corner of the market today. Energy, travel, banking, and technology all reacted in different ways... revealing where pressure is beginning to surface.