The Market Screener
The Market Screener offers an audio version of the daily Wall Street column from Marketscreener, providing a morning update on financial markets as the stock exchange opens. It covers market trends, key indices, and economic indicators to help listeners gauge the day's trading sentiment. The podcast is hosted by Audiomeans and aims to deliver concise market analysis for investors and finance enthusiasts.
Episodes
Wall Street Likes Weakness
Second-quarter earnings season begins in earnest the week of July 13, with about 100 major European and American companies set to report. PepsiCo gets an early turn on Thursday, July 9, which may not sound like the opening act of a grand market reckoning, but investors will take what they can get. After record highs at the end of the second quarter, equities have entered July looking a little rest
July Opens With a Very Fed-Shaped Cloud
After the strongest quarter for U.S. stocks in six years, investors are entering July with a familiar problem: the good news may have become a little too good. The S&P 500 rose 9.1% in the first half, including dividends. Europe did even better, with the Stoxx Europe 600 Total Return index up 10.3%. Japan's Nikkei jumped 39%. South Korea's KOSPI did something closer to levitation, rising 101%,
AI stocks are ending the quarter with a shrug
For the last session of the quarter, stocks are edging higher, oil is no longer screaming, and investors are waiting for fresh labor-market data before deciding how much optimism is allowed. The S&P 500 and Nasdaq are still on track for their best quarter in six years. The Dow is heading for its strongest quarterly gain since 2022. Not bad for a market that spent the past few months worrying a
Wall Street Reboots After the Oil Scare
Markets are treating the U.S.-Iran pause as permission to breathe again: oil is back near $72, stock futures are higher, and the Strait of Hormuz has been downgraded from global panic button to unresolved risk. That gives Wall Street room to return to its other obsession: deciding which parts of the AI trade still deserve the hype, and which ones simply got too crowded.Hosted by Audiomeans. Visit
The Shovel Gets Pricier on Wall Street
The Nasdaq's attempt at a rebound already looks shaky, as investors grow more impatient with the gap between massive AI spending and actual profits. Micron’s strong forecast briefly lifted the mood, but renewed pressure on chip stocks, Apple's price increases, and doubts around OpenAI's IPO plans have revived concerns that the AI trade may be running ahead of reality. At the same time, fresh tensi
Cooler PCE, Hotter Chips
A cooler-than-feared inflation report gave markets the excuse they needed to rally, while stronger-than-expected consumer spending suggested the economy still has momentum. Micron's blowout results added fuel to the rebound, reminding investors that the AI boom still depends heavily on memory chips. Lower oil prices and falling bond yields helped the mood, while mixed corporate news showed that th
When Growth Needs Proof
After two rough days for technology stocks, the S&P 500 and Nasdaq are trying to regain their footing, helped by a modest rebound in chip names in anticipation for Micron. The memory-chip maker reports earnings after the close, and investors are treating the event as a useful test case for the AI boom. It sells into the infrastructure buildout that has powered the market's biggest story: cloud
The AI Boom Is Starting to Look Expensive
For months, investors have rewarded the suppliers of the AI boom, especially chipmakers, because their role is obvious. If everyone needs more computing power, someone has to sell the hardware. That part of the trade still makes sense. The Philadelphia Semiconductor Index recently hit a fresh record and is up roughly 106% this year. But Tuesday morning, the mood has shifted.Hosted by Audiomeans. V
Wall Street's Nerves of Steel
This week begins with investors trying to do two things at once: enjoy the rally and pretend it is not watching the Strait of Hormuz every five minutes. U.S. stocks enter Monday's session after a strong prior week, with the Nasdaq up 2.4% and technology once again doing much of the heavy lifting. The S&P 500 is comfortably above where it stood before the latest Middle East conflict began, and
The Gulf Gives, the Fed Takes
A pause, a passageway, and a promise to keep talking. That's essentially what's included in the Iran-US agreement released a few hours ago. It extends the April ceasefire by another 60 days and restores full maritime traffic through the Strait of Hormuz, without the extra charges that had become one more tax on an already nervous global economy. Brent fell again, sliding toward $77 a barrel, its l
The Dove Has to Land
Markets are trying to recover from a bruising selloff in chip stocks, helped by easing oil prices and hopes that a U.S.-Iran interim deal can calm inflation fears. But the bigger test comes from Washington, where Kevin Warsh's first press conference as Fed chair will show whether he can sound dovish enough for the White House without frightening bond investors.Hosted by Audiomeans. Visit audiomean
Warsh Takes the Stage
After Monday's record close for the Dow, investors seem happy to keep buying, with futures just slightly up. The Fed meeting is the main event today. It will be the first interest-rate decision under Kevin Warsh as Federal Reserve chair, and markets are treating it like a debut with unusually high ticket prices. The central bank is widely expected to hold rates steady at 3.50% to 3.75%, but the de
Markets Get Their Peace Dividend
This week begins with the possibility that a war may actually be ending. Washington and Tehran have confirmed the outline of an agreement to halt the conflict with Iran, extend the ceasefire, and reopen the Strait of Hormuz on Friday. That is the main fact shaping today's U.S. session. Investors are repricing risk, oil, inflation, and the odds that the Federal Reserve may have a little more room t
Wall Street Wants to Believe Again
The market entered Friday with two reasons to believe again: a possible U.S.-Iran peace deal that could cool oil prices, and SpaceX's record-breaking debut testing how much appetite investors still have for giant future-facing bets.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
A Rebound With Strings Attached
A hotter-than-expected producer-price report reminded investors that inflation is not done causing trouble, even as hopes for U.S.-Iran diplomacy helped cool oil prices and lift market sentiment. With the ECB already raising rates, AI stocks wobbling, Oracle exposing the cost of the boom, and SpaceX preparing a monster debut, investors don't know where to look.Hosted by Audiomeans. Visit audiomean
Wall Street's Problem Is Not Just Inflation
The CPI report landed softly, the market did not. Inflation came in almost exactly as expected, but between shaky AI valuations, oil above $90, and fresh U.S.-Iran fighting, investors had already moved on to worrying about the rest of the menu.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Wall Street Rises, Risks Remain
U.S. futures are rising because the market got exactly what it needed this morning: lower Middle East pressure, cheaper oil, and a fresh rebound in chip stocks. Futures were up, showing that investors are willing to step back into risk as long as the AI trade keeps working.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Markets Ask AI for Receipts
This week begins with a troubling question: is the AI boom still sturdy enough to carry the market, or did Friday expose how much of the rally has been running on faith? Today's session should offer the first clue. After Friday's bruising sell-off in technology stocks, especially semiconductors, Wall Street is trying to stabilize.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentiali
The Jobs Report Just Made the Fed's Life Harder
Markets had been bracing for another sign that the U.S. labor market was cooling: payroll growth somewhere around 85,000 to 88,000, unemployment steady at 4.3%, and enough weakness to keep the Fed comfortable staying on hold. Instead, the economy added 172,000 jobs.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Wall Street's Chip Boom Gets a Warning
Broadcom was supposed to be one of the safer names in the artificial-intelligence trade. Not safe in the old-fashioned, dividend-stock sense, but safe by the current standards of Wall Street, where a company can add hundreds of billions of dollars in value because investors believe it has found a permanent seat at the AI table. But good enough suddenly wasn't.Hosted by Audiomeans. Visit audiomeans
Wall Street's Record Highs Are Starting to Look a Little Narrow
The market is making history, but not everyone is invited. On Tuesday, the S&P 500, Nasdaq and Dow all closed at record highs. The S&P 500 even finished above 7,600 for the first time. That sounds like a broad vote of confidence in the American economy. Look closer, though, and the picture is less democratic. A small group of technology and semiconductor stocks is doing most of the heavy l
The AI Trade Is Still Bigger Than the Oil Shock
Wall Street is taking a breather, with futures down between 0.5% and 0.1%, after the S&P 500 posted eight straight winning sessions, matching a run from April 2025, and has reached another record. The Nasdaq has also been setting highs. This is happening while Brent and WTI crude are sitting in the $90-to-$95 range.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more
Wall Street Starts June on Edge
Markets are entering June with momentum. May ended strongly, with major U.S. indexes at record highs after a run helped by big corporate earnings, hopes that the Middle East conflict might eventually cool, and the continuing belief that AI will keep creating winners. Global stocks have also been carried by the same force. After a shaky April, the MSCI World Index rose sharply again in May, marking
Wall Street Is Betting On A Ceasefire
Markets are ending May with a strange but powerful mix: huge enthusiasm for AI-linked companies, relief over lower oil prices, and a broader rally that has spread well beyond tech. The result is a market that looks confident.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Good Data, Bad Timing
Today's inflation report gave Wall Street a reason to breathe, but not much room to relax. Prices rose less than expected, yet the market's bigger problem is still coming from oil, Iran, and the risk that a geopolitical shock could undo the Fed's progress on inflation.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
The AI Boom Has Found Its Memory
Micron and SK Hynix just did something remarkable. In the space of 24 hours, both memory-chip makers crossed $1 trillion in market value. It says a lot about where the artificial-intelligence boom has moved next.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Wall Street Returns, Chips Lead
Wall Street reopens today after Memorial Day, and the market is returning to a week that has already started without it. Europe traded while the U.S. and UK were away, and the message from investors was fairly clear: they are worried about the Middle East, but not worried enough to stop buying technology stocks.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more informa
Wall Street Packs for the Long Weekend
Stocks are moving higher. The Dow is building on Thursday's record close, the S&P 500 is on track for an eighth straight weekly gain: its best run since late 2023. Tech shares are again doing much of the work. Bond yields have eased after a rough stretch. And investors are preparing for a long Memorial Day weekend, which usually encourages a bit of housekeeping, a bit of caution, and a bit of
Wall Street's Rebound That Wasn't
Today's session had briefly looked as if it might build on Wednesday's rebound. Stocks had snapped a three-day losing streak, Europe had rallied sharply, oil had cooled, and Nvidia had done what Nvidia is now expected to do: report numbers so large they make normal corporate earnings look like a neighborhood bake sale. There was also the added excitement of a possible SpaceX IPO, with OpenAI not f
AI's Moment of Truth
Today's trading session has one obvious main character: Nvidia. The chipmaker reports after the close, and investors are treating the event less like a quarterly update than a market-wide health check, since the company is the clearest symbol of the AI boom. If its results are strong, and its outlook is stronger, it could give stocks the jolt they badly need after three straight tech-led declines.
Can Nvidia Do It Again?
What happens when the stocks that carried the rally begin to look expensive at the same time bonds start flashing warning signs? That is the uncomfortable setup facing U.S. equities this Tuesday. The pressure is most visible in chip stocks. Nvidia is down again before the open, on track for a third straight decline, just one day before it reports results. Micron, Seagate, and Western Digital are a
Markets Run Into Higher Yields
Kevin Warsh is taking over the Fed just as the bond market is sending its first warning. This week, Wall Street gets a clear test: whether AI optimism, Nvidia's results, and a still-resilient consumer can hold up against $110 oil, rising yields, and renewed tension in the Middle East.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Wall Street Wanted More
The Trump-Xi meeting was meant to reassure investors, but it fell short. The two leaders talked, and the summit avoided a major blowup, but markets were looking for more than careful staging and diplomatic smiles. They wanted signs that Washington and Beijing could ease pressure on the global economy. Those signs never really came.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidential
Trump's China Test Hits a Market High
Markets are rallying as Trump meets Xi, lifted by Nvidia, AI optimism, and hopes for a U.S.-China thaw. But Donald Trump goes to China with a weaker hand than he wants to admit…Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Wall Street Just Got Its Wholesale Receipt
April's hotter-than-expected producer inflation has turned this week into a test of whether markets can keep looking past rising prices after yesterday's sharp CPI surprise. With rate-cut hopes fading, oil still tied to the Iran conflict, and Trump heading to Beijing for trade talks with Xi Jinping, investors are facing a less forgiving economic backdrop. Stocks may steady today, helped by a chip
America's Inflation Problem Just Got Harder to Explain Away
Today's inflation report did not deliver a disaster, but confirmation that prices are still rising too fast, at exactly the wrong time. While headline inflation can be blamed on oil, war, shipping routes and bad luck, core inflation is harder to wave away. It tells us whether price pressure is spreading through the economy rather than simply arriving at the gas pump. So, today's data was not comfo
AI Bulls Face a Busy Week
Investors face a crowded calendar in the week ahead: a stalled U.S.-Iran peace effort, oil above $100 a barrel, fresh inflation data, a high-stakes meeting between Donald Trump and Xi Jinping in Beijing, and a corporate earnings season that has further cemented artificial intelligence as the dominant market narrative.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more i
Wall Street: No Relief in the Data
This morning's US data gave investors a familiar problem: inflation remains sticky, wage growth looks firm, and the labor market appears too strong for the Fed to sound relaxed. At the same time, Big Tech earnings continue to show real resilience, leaving markets caught between solid corporate profits and an economic backdrop that argues against quick rate cuts.Hosted by Audiomeans. Visit audiomea
Wall Street's Wednesday Test Is Bigger Than Tech
Wall Street enters Wednesday with a full plate: the Federal Reserve is expected to hold interest rates steady, Jerome Powell is preparing what should be his final press conference as Fed chair, and four of the largest companies in America - Microsoft, Alphabet, Amazon, and Meta - will report earnings after the close. That is a lot for one trading day.Hosted by Audiomeans. Visit audiomeans.fr/polit
Wall Street's Rally Looks More Fragile as Inflation Risks Build
Tuesday's session will test a market that has rallied despite little improvement in the risks around it. The conflict with Iran is still keeping pressure on oil, while the Fed is preparing to hold rates steady even as inflation risks become harder to dismiss. After a strong run for stocks, investors now have to decide whether earnings and the AI boom can carry the market through a more expensive a
Wall Street's High-Wire Week
Monday's session is the opening act of what may be one of the most consequential weeks of the year for U.S. markets. The Federal Reserve meets on Wednesday. Jerome Powell is expected to hold what may be his final press conference as Fed chair. Big Tech earnings arrive in force. Oil is climbing again after U.S.-Iran peace efforts stalled. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-
The Market's Supercycle and the Side Effects
Wall Street is trying to regain its footing after a recent rebound began to lose some force. The S&P 500 and Europe's Stoxx 600 have risen in only one of the past four sessions. Investors are no longer buying everything simply because it has a ticker symbol and a pulse. But in one corner of the market, the mood remains almost aggressively enthusiastic: semiconductors. The chip sector has now p
Have Iran Fears Finally Caught Up with Wall Street?
Futures are down this morning after a strong rally. Is this just a breather, or are investors starting to confront the possibility that even a shaky pause in the fighting will not prevent a broader economic hit? Another question is whether markets have been too slow to price in how far the damage could spread.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more informati
Risk On, Reality Off
On Wall Street, stock futures rose this morning as investors tried to shake off another bout of Middle East anxiety. The immediate excuse for optimism was Donald Trump's decision to prolong the ceasefire with Iran indefinitely. That reaction makes a certain kind of sense, since investors are exhausted: they want a story they can live with.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-conf
Wall Street Eyes Warsh
The U.S. and Iran are still wobbling between negotiation and confrontation, and the ceasefire is about to expire. Headlines have flipped so quickly from hints of calm to renewed threats that trading this market now feels less like investing and more like placing bets at a casino. Yet Kevin Warsh was the first name hanging over Wall Street this morning. His confirmation hearing to become the next F
Ruled by Headlines
Each day seems to deliver some new development in the Middle East, and at this point no one really knows where matters will stand by the end of the session. The Strait of Hormuz reopened it on Friday, helping fuel a burst of relief across markets, then it closed it again over the weekend after the U.S. said it had seized an Iranian-flagged cargo ship accused of trying to slip past the American blo
Whistling Past Hormuz
American stocks are still climbing and investors are still acting as if danger is something for later. Europe, by contrast, looks hesitant and winded. Asia looks a little tired too. But in the United States, the buy-the-dip reflex is alive, well, and apparently stronger than oil at roughly $90 to $100 a barrel. Investors hope that the war involving Iran may cool, that diplomacy might reopen the St
Wall Street Decided the Crisis Is Over Before the World Does
Investors are acting as though the worst phase of the Middle East crisis may already be behind us. U.S. futures were modestly higher Thursday morning, lifted by signs that diplomacy may still have room to work and by another round of corporate earnings that suggest the American economy is not falling apart after all.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more in
Wall Street: Still Cautious, Still Buying
Markets have bounced back with striking confidence, brushing aside the Iran war as earnings hold up, inflation looks a little less threatening, and hopes for U.S.-Iran talks calm investors' nerves. Yet that optimism rests on a fragile foundation.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Betting on Restraint
Investors are starting to act as though the Middle East war is something the market can live with. That is a remarkable shift. The S&P 500 has already recovered the losses tied to the Iran conflict, and the Nasdaq 100 is back in positive territory for 2026. Wall Street is clearly betting that this crisis, however dangerous, will not keep getting worse.Hosted by Audiomeans. Visit audiomeans.fr/
Earnings Season in Trump's Shadow
Investors came into the week focused on the start of earnings season, but the market agenda shifted fast after U.S.-Iran talks collapsed and oil surged back above $100 a barrel. What now matters is not just whether Corporate America delivers solid results, but whether the US blockade of the Straight of Hormuz will help move things in the right direction.Hosted by Audiomeans. Visit audiomeans.fr/po
Wall Street Gets a CPI Lifeline
Inflation came in hot on the surface, but cooler underneath, giving markets just enough relief to keep the rally alive. March CPI rose 0.9% from the prior month, while the annual headline rate hit 3.3%, driven largely by energy, yet core inflation undershot expectations on both a monthly and yearly basis. This suggests the oil shock is biting, but not yet spreading broadly enough through the econo
Wall Street Rethinks the Rally
The market enjoyed yesterday's burst of relief after the announcement of a two-week pause in the fighting tied to Iran. But this morning, reality is back at the door, asking whether anyone really believed this would be easy.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Is This Really a Win?
This morning's rally is easy enough to explain: a two-week cease-fire between the United States and Iran, along with a pledge to reopen the Strait of Hormuz, has given investors a reason to believe the worst-case scenario may be off the table, at least for now. Stock-index futures are sharply higher, oil is falling fast, Treasury yields eased and the dollar is weaker. The VIX, Wall Street's favori
The Market's Nerves of Steel
Trump is threatening to devastate Iran unless a deal is reached by tonight, and he reiterated this morning that the deadline still stands. The risk of a major escalation is real. But for markets, it is beginning to look like just another ultimatum in an already crowded series.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
From Hope to Nope
After spending part of the week trying to believe that the war with Iran might be moving toward some contained conclusion, investors woke up to a harsher reality: Trump's speech yesterday did not calm anyone down, far from it. Instead of hope and resolution, the market got escalation without a timetable. By Thursday morning, stock futures were falling, oil was surging, with WTI reaching a whopping
Wall Street Exhales
Everyone wants the fire alarm to stop ringing. That, more than anything, is what investors are responding to as April begins. Wednesday's session is shaping up as a relief trade. Stocks are pointing higher and volatility is easing, while oil is pulling back. Markets around the world are rallying on the same hope: that the war involving Iran may be heading toward some kind of off-ramp, or at least
Wall Street Hopes Trump Means It
The final trading day of March and of the first quarter starts on a good note, with U.S. futures rising after a report suggested Donald Trump is willing to wind down the military campaign against Iran even if the Strait of Hormuz remains largely closed. The coming week will test whether investors can keep pretending this is a manageable scare rather than the start of a bigger economic turn. There
Bad News Is Bad News Again
On Wall Street, investors are bracing for a week that feels bigger than a normal turn of the calendar. Yet they remain optimistic: U.S. stocks look set to open a bit higher after the recent selloff. Oil is pushing up again, energy shares are catching a lift, aluminum producers are surging and fertilizer names are getting attention too. The second quarter starts on Wednesday: Jerome Powell is due t
Nasdaq Slides as Crisis Drags On
Donald Trump bought himself more time on Iran. He extended the deadline for possible U.S. strikes on Iran's energy infrastructure until Monday, April 6, at 8 p.m. New York time. The White House says talks are underway and going well, and Iran has signaled that negotiations have in fact started, but its counterproposal shows how far apart the two sides still are. Tehran is asking for a halt to U.S.
On Wall Street, The Cost of Waiting It Out
Markets are falling alongside hopes for peace: For a few days, investors were willing to believe that diplomacy might outrun escalation, but now that optimism is fading. Missiles are back in the headlines, oil is climbing again, as it appears that the United States and Iran are talking, but not quite negotiating.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more inform
Wall Street Eyes a Ceasefire
What a difference a day makes. On Wall Street, sentiment now changes so fast that journalists and commentators barely have time to rewrite the lead. U.S. stock futures are up. Oil has pulled back from its recent highs. Investors are seizing on reports that Washington has sent Iran a 15-point proposal to end the war, while mediators including Turkey, Egypt and Pakistan are trying to bring both side
Investors Still See a Path Forward
March PMI readings are starting to show what wars eventually do, far from the battlefield: they make companies more cautious, weaken demand, and cloud decision-making. In Europe, private-sector growth slowed noticeably this month. Germany's growth eased to a three-month low. France contracted at its fastest pace since October. Britain also cooled to its weakest reading since September. These numbe
TACO at Work: Trump Pauses, Markets Surge
Monday's trading started as a classic panic over energy risk. Investors came in fearing that the conflict tied to Iran was about to turn into a full oil shock, with all the usual consequences: higher inflation, weaker growth, fewer rate cuts, and another hit to risk assets. Then the script changed. At 7 am ET, Trump announced that strikes on Iranian energy sites would be postponed for five days: s
One War, Two Market Messages
The Middle East war is nearing its fourth week and the Strait of Hormuz remains a choke point with global consequences. This morning, stock futures pointed lower, volatility ticked higher, and the small-cap Russell 2000 looked especially fragile. The market is trying to process two messages at once. The first is alarming: reports say the Trump administration is considering moves as severe as occup
The Return of Stagflation Fear
The world's central bankers would love, just once, to have a normal week. Instead, they got a war-driven energy shock and a fresh burst of inflation anxiety. The global economy has been shoved back into a familiar trap. Energy prices are rising because violence in the Middle East is now hitting the infrastructure that keeps oil and gas flowing. And when that happens, central banks lose much of the
Hotter at the Factory Gate
Hotter-than-expected producer prices just reminded markets that inflation is still capable of spoiling the mood. What had looked like another calm, adaptive session for risk assets turned shakier after the data, with futures slipping back into the red. The report does not settle the debate over growth or rates, but it does make the Fed's already awkward balancing act even harder.Hosted by Audiomea
Are Markets in Denial?
The market seems ready to believe a comforting little story: maybe the worst has passed. Indices bounced back yesterday and Futures on Wall Street are in the green this morning. Yet oil is still hovering around $100 a barrel, the Strait of Hormuz is still effectively constrained, and the Middle East conflict is still widening. The global economy is still confronting the sort of shock that central
Wall Street Clings to Hope
Oil is back near $100 a barrel as the conflict around Iran is widening. The Strait of Hormuz remains badly disrupted. And the market's old faith that every shock will somehow resolve itself by Monday morning is starting to fray. Yet stocks are set to open higher, at least for now, even if the reason is not especially convincing: investors may be taking some comfort from inflation data that came in
Beware the Red Flags
The stock market continues to be weirdly serene at the worst possible moments. Oil, by contrast, is flashing a warning that stocks still seem reluctant to read. Since the Middle East conflict escalated, equities have slipped, but not by much. In the United States, the S&P 500 is down only about 2% over the past 10 days. Europe has done worse, with the Stoxx 600 off roughly 5%, but even that is
The Market Is Looking Suspiciously Calm
To look at the indices this morning, you would think everything was under control. Most are sitting close to flat, and Wall Street futures were hovering near zero early in the day. The market's biggest question right now is whether investors are still underestimating how quickly this instability can spread through the economy. That is the backdrop for today's session, and likely for the coming wee
A Bounce Built on Belief
The most revealing thing about the latest oil shock is not that prices spiked. It is how badly everyone wanted to believe they would come right back down. On Monday, Brent crude whipsawed from roughly $83 to nearly $119 before settling below $90. By Tuesday morning, the market had latched onto President Donald Trump's insistence that the war involving Iran was already nearing its end, well ahead o
Investors Confront Stagflation Risk
The week ahead looks like the kind investors dread. Washington will be watching inflation data on Wednesday, the Federal Reserve looms next week, and Friday brings another look at PCE inflation and fourth-quarter GDP. Under normal circumstances, that would be plenty, but these are not normal circumstances. Oil has ripped higher, the Middle East conflict has entered its tenth day, and prices m
Oil Shock Meets Job Shock
Stock futures fell Friday morning after the release of the U.S. jobs report, as investors tried to digest two forces that rarely arrive politely or predictably: war and economic data. On one side sits the escalating conflict in the Middle East, now nearing a week without any clear end. On the other sits the U.S. labor market, which delivered a report that diverged sharply from expectations.Hosted
The Year the Easy Narrative Broke
As trading begins today, markets are trying to process two things at the same time: a war that is tightening its grip on global energy routes and an economic calendar that refuses to wait politely in the background. Oil prices are rising again, shipping through the Strait of Hormuz has been severely disrupted, and investors are wondering whether the Federal Reserve will soon face an uncomfortable
When Talk of Talks Moves Markets
After several days of escalating conflict in the Middle East, a new twist emerged: reports that Iranian officials had quietly reached out through back channels to explore talks with the United States. The message, according to reporting, was indirect and tentative. Washington remains skeptical. Still, the mere suggestion of a diplomatic off-ramp was enough to ripple through markets and energy pric
From Calm to Caution
The missiles flew, the oil spiked, and the world's most important shipping lane edged toward peril. In most eras, that combination would have sent markets into a tailspin. Instead, American investors blinked, recalibrated - and, at least at first, barely flinched. While Europe and Asia recoiled and energy prices surged, Wall Street responded with a shrug that was either a sign of resilience or a s
A Very Dangerous Gamble
Markets start the week under a long shadow. Airlines are cutting routes as key air corridors over the Middle East shut down. Tankers are being rerouted away from one of the world's most important oil chokepoints. Oil and gas facilities in the region have halted production. Crude prices have jumped sharply. In a worst-case scenario, some analysts warn, prices could vault past $100 if flows through
Inflation Bites Back
Wall Street may be fascinated with artificial intelligence, but today's real test comes from something less flashy: producer prices. This morning's PPI arrived at a sensitive moment and it did not deliver reassurance.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
The Bar Just Moved Higher
Nvidia's results were, by any normal standard, extraordinary. Revenue keeps climbing at a pace that would have seemed absurd just a few years ago. The company's sales curve, once flat and predictable, now looks like a cliff face. Orders remain deep. Demand for high-powered AI chips is still intense. Competition is rising, but Nvidia continues to sit at the narrowest part of the hourglass, where mo
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