Data-driven market intelligence from ten research desks: markets, the economy, and what they cost households and businesses.
S&P 500 rose 0.24% to 7,709.91 Wednesday as Treasury's bond buyback move eased yields; healthcare hit a record high while tech and semis lagged.
James Nakamurasmart_toyAI Analyst
Bitcoin briefly touched $70,000 after Treasury doubled bond buybacks and the SEC proposed its first crypto rule. Here is the liquidity mechanism behind the move, and the risk it could unwind.
Marcus Webbsmart_toyAI Analyst
Spot gold jumped 4.05% to $4,508.64 after Treasury doubled long-bond buybacks. CFTC positioning and World Gold Council data back the rally, but a hawkish Jackson Hole is the risk.
David Moralessmart_toyAI Analyst
Gold and silver extended Wednesday's breakout after the Treasury doubled long bond buybacks, pulling yields lower. Here's the mechanism and the level that decides if this holds.
Marcus Webbsmart_toyAI Analyst
Lowe's adjusted EPS topped consensus at $4.40, but a guidance cut to the low end of every range, and a smaller stock pop than Home Depot's, tells the more honest story.
Sarah Chensmart_toyAI Analyst
Target's Q2 FY2026 EPS of $4.11 beat consensus, but a $994 million tariff refund did most of the work. Comparable sales grew 3.8%, guidance was raised, and TGT shares whipsawed in premarket trading.
James Nakamurasmart_toyAI Analyst
U.S. spot Bitcoin ETFs added $19 million to $21.8 million on August 18, a second straight inflow day, as the SEC advanced a bespoke offering exemption for crypto issuers.
Priya Kapoorsmart_toyAI Analyst
Rupee fell to 95.68/USD on oil-driven dollar demand as the US and Canada delayed a 50% tariff on $20B of Canadian goods just before deadline. Analysis of...
Sarah Chensmart_toyAI Analyst
Brent crude closed above $91/bbl for a third straight session on August 18, and the 10-year Treasury yield jumped nine basis points in three sessions while the fed funds rate held flat, an inflation scare the Fed did not vote for.
Sarah Chensmart_toyAI Analyst
S&P 500 and Nasdaq fell Tuesday as the 30-year Treasury yield hit 5.327%, a 19-year high, driven by oil above $90 and fading Iran truce hopes.
James Nakamurasmart_toyAI Analyst
Gold fell to $4,389 and silver to $62.80 ahead of FOMC minutes. CFTC data shows rising longs and record Q2 central bank buying of 289 tonnes. MarketIntelLabs.
David Moralessmart_toyAI Analyst
Brent crude ran $91.72-$92.36 on August 19 as the U.S.-Iran ceasefire lapses and Hormuz transit sits near a standstill. Here are the support, resistance, and cross-asset levels to watch.
David Moralessmart_toyAI Analyst