Asia Week Ahead: Key Data From Indonesia, China, Japan, And South Korea
June 26, 2026
Data highlights include Indonesia’s CPI inflation, China’s purchasing managers’ index, South Korea’s exports and Japan’s Tankan survey.
Oil: Mispricing Peace, Ignoring Depletion
With OECD reserves at 20-year lows, logistical delays in reopening shipping lanes could trigger a violent structural price squeeze.
High Gear: A New Economic Regime…
Accelerating growth and sticky inflation are pushing yields higher as the U.S. Dollar breaks out.
The Stock Market Has Never Been This Expensive
Wall Street hit historic all-time highs this week, fueled by cooling inflation data and resilient corporate earnings.
Warsh Fed To Liberate Gold?
By prioritizing data over Fed jawboning, Warsh aims to decouple gold from FOMC speculation.
The Broadening Of The Bull As Gas Prices Fall
Falling energy prices are broadening the bull market beyond tech giants to industrials and small caps.
LATEST ARTICLES
Core Inflation’s Persistence Raises Questions For The Fed’s Strategy
June 26, 2026
Core PCE inflation rose to 3.4%, signaling broadening price pressures that challenge the Fed's patient stance.
In this article: SHY
Friedman Was Right, Just Mostly Misquoted
June 26, 2026
Misinterpreting Milton Friedman's inflation theory leads to flawed forecasts by ignoring the critical role of output.
In this article: UUP
Biggest Forex Movers For Q3
June 26, 2026
Q3 forex trends pivot as stabilizing energy prices and a hawkish Fed challenge high tech valuations.
How Investors Can Use Resurgent US Job Market Data To Repurpose Their Portfolios For Long-Term Resilience
June 26, 2026
Strong US job growth highlights opportunities in consumer discretionary, healthcare, and finance.
Oil Just Hit My Buy Zone (I'm Buying Now): Natural Gas, Silver & Gold
June 26, 2026
Crude oil reached a key $67 buy zone, triggering strategic accumulation despite long-term bearish signals.
Oil, Inflation, Gold: Physical Reality Defies The Consensus
June 26, 2026
Brent crude prices ignore physical constraints as Cushing inventories hit operational minimums.
USD/CHF Forecast: Slips After Extended Rally
June 26, 2026
Favorable rate differentials and a resilient US economy suggest value hunters will buy the dip.
Median Household Income In Major U.S. Cities
June 26, 2026
According to the Federal Reserve Bank of Atlanta's Home Ownership Affordability Monitor, the national median household income was $85,828 in March 2026.
Nasdaq 100: AI Enthusiasm Meets Valuation Reality
June 26, 2026
Nasdaq 100 futures are sliding as AI enthusiasm hits valuation hurdles and rising infrastructure costs.
In this article: NDX
EDITOR'S CHOICE
With OECD reserves at 20-year lows, logistical delays in reopening shipping lanes could trigger a violent structural...
Accelerating growth and sticky inflation are pushing yields higher as the U.S. Dollar breaks out.
Wall Street hit historic all-time highs this week, fueled by cooling inflation data and resilient corporate earnings.
IN THE SPOTLIGHT
Strong US job growth highlights opportunities in consumer discretionary, healthcare, and finance.
USD/JPY has returned to 2024 highs, testing levels where the Bank of Japan previously intervened.
Monetary policy divergence is weakening the Canadian dollar as a hawkish Federal Reserve outpaces the sidelined Bank...
Gold faces continued bearish pressure after breaking below 4000, signaling further downside within a wave C corrective...
Skanska AB is positioned for a potential 22% total return, supported by a robust 5.77% dividend yield and historical...