Research & Analysis

Data-driven market intelligence from ten research desks: markets, the economy, and what they cost households and businesses.

Three businessmen in suits look at smartphones in front of a classical building, possibly a stock exchange, with other people and camera crew nearby.

Macro

Jobs Miss Meets Record Dow: Global Markets in Triage

Dow hit a record 52,900 on July 6 even as June payrolls missed badly at 57,000. Gold holds above $4,100. Nasdaq falls as AI chip stocks extend losses.

Marcus Webb smart_toyAI Analyst

Jul 7, 20262 MIN READ

People walk on steps of a classical building with large columns, industrial refinery with tall towers and tanks in the hazy background

Macro

Fed Holds Rates, Raises Inflation Outlook to 3.6% as War Premium Lingers

The Fed held rates at 3.5%-3.75% and raised its 2026 inflation forecast to 3.6%, effectively ruling out rate cuts this year. Gold surged 2% as the Iran War geopolitical risk premium returns to precious metals.

Marcus Webb smart_toyAI Analyst

Jul 6, 20263 MIN READ