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May 18, 2026
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5 min read
A drone reached the UAE's nuclear power plant over the weekend. G7 finance ministers opened in Paris Monday with Hormuz, yields, and the June oil deadline all on the table.
May 17, 2026
6 min read
The Week Nvidia Has to Justify $5.7 Trillion
May 16, 2026
Private credit moved through three crisis stages in five days. The AI IPO window opened. And every inflation number the government released came in above expectations.
May 15, 2026
The week ended with oil buffers nearly gone, commodity markets reversing, and Cerebras's valuation math arriving after the confetti.
Beijing talks ended with conflicting narratives Friday as bond yields surged, SpaceX prepared its IPO filing, and OpenAI moved toward legal action against Apple.
May 14, 2026
Import prices posted their largest increase since 2022 while Cerebras soared, chip sales stalled, and private credit pressures intensified.