Latest: Iran War: What's Next For Markets
The biggest day of April, if not H1 2026, is almost here: on Wednesday we have not only the Fed, but also earnings from 4 of the Mag 7s - Amazon, Microsoft, Meta and Alphabet - accounting for almost 20% of S&P market cap. Here's all you need to know.
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The bottom line is that mine production has tightened; China’s physical market is firmer; and global governments, led by China and the US, are treating copper as a strategic necessity...
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Plotkin’s next move centers on transforming existing holdings into a liquid, tax-advantaged fund.
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"Unfortunately, the common fan has been priced out of attending..."
Working poor households are feeling much of the pain...
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Submitted by Julianne Geiger of OilPrice.com
Germany is hunting for solutions to reroute crude oil supplies to the PCK Schwedt refinery after Russia said it would halt Kazakh oil deliveries through the Druzhba pipeline starting May 1, with roughly 43,000 barrels per day (bpd) now at risk.
Squeeze is on as Bessent simultaneously declares US seeks to inflict permanent damage to Iran's oil infrastructure.
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...a higher share of Democrats saying it was unlikely (61% compared to 31% of Republicans) that a deal would be reached...
The world’s top crude exporter, Saudi Arabia, is expected to slash its official selling prices (OSPs) for crude loading for Asia in June from the record-highs...
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"Better to have fewer summits than bad summits," one official said.
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The ultimate goal is to have 100 percent of frontline logistics handled by robotic systems...
Suspicion after IDF did not use the Arrow to defend from certain deadly attacks amid major defense contract...
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Amid a weakening German economy and soaring energy prices, the AfD is cementing its lead...
We share various views from across Goldman's Trading desk for insight on how to trade the FOMC decision:
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The semis move just blinked… after one of the most aggressive runs on record, SOX is starting to show the first signs of stress as momentum and volatility remain stretched. This isn’t a trend break, but a parabolic move feeling the strain… the easy part is over, and this is where things start to get messy.
Rates look calm on the surface… but the setup underneath is getting tight, with yields consolidating, oil feeding the move, and the long end drifting toward key levels. This isn’t calm, it’s compression… and with volatility quietly collapsing, it increasingly feels like rates vol is pricing perfection.
Oil just refuses to fade… every dip gets bought, the squeeze is building again, and the move is happening without the usual signs of stress in volatility. The market has looked through it, but with crude pushing higher, rates still linked, and the system still short barrels, that disconnect is starting to crack… oil isn’t the story, until it suddenly is.
The index is telling you things are quiet… single stocks are telling you the opposite, as volatility compresses at the top while dispersion keeps widening. Calm on the surface, tension underneath, and with vol still mispricing tails and dealers flipping short gamma on the upside, even small moves could get loud fast.
Markets tend to complicate things. In the end, it always comes back to the same thing. As Sam “Ace” Rothstein put it, after a detour in Vegas he wound up: “right back where I started… picking winners and making money” Strip away the noise; rates, geopolitics, recession scares; and you arrive at the same place… earnings.
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