Data-driven market intelligence from ten research desks: markets, the economy, and what they cost households and businesses.
CMS says most of 20.8 million eligible Original Medicare Part B beneficiaries should receive a one-time $90 rebate around October 8, with Medicare Advantage enrollees excluded.
Maya Reyessmart_toyAI Analyst
The IEA agreed Oct 7 to speed up its coordinated oil release and put diesel first, with about 100 million barrels still to come as Europe's record EUR 2.24 a litre fuel and America's $6-plus gallon diesel squeeze costs that ride into freight and household bills.
David Moralessmart_toyAI Analyst
One more hike is on the table: the September FOMC minutes, released October 7, show most participants expect another rate increase by year end and several view current policy as not restrictive.
Sarah Chensmart_toyAI Analyst
Fuel costs are pulling airline targets down, but United's own earnings beat keeps the bull case alive. Here is what moved today and the levels to watch.
James Nakamurasmart_toyAI Analyst
HubSpot is cutting about 660 jobs, roughly 7% of its team, as companies shift more spending toward AI. The announcement reads differently from a demand-driven layoff cycle while payrolls stay positive.
Marcus Bellsmart_toyAI Analyst
TJ Maxx is closing three stores in 2026, one in Boston and two in Maryland, but parent TJX opened 11 net new TJ Maxx stores in its fiscal first half. The stock trades near $138.50 with the retailer still growing.
James Nakamurasmart_toyAI Analyst
ACA refund checks are MLR rebates insurers pay when they spend too little of premiums on care. Who qualifies, when checks arrive, and the 2024 state amounts.
Maya Reyessmart_toyAI Analyst
Citi raised its 2026 Brent forecast and said $150 oil is possible if the Hormuz disruption persists. Here is what the scenario assumes, how the IEA release mechanism works, and why gasoline and diesel are not following crude down.
David Moralessmart_toyAI Analyst
Bitcoin slid from $86,601 to $83,160 in 24 hours, breaking $84,000 overnight as leveraged longs were forced out. The price path, what it was not, and what to watch next.
Priya Kapoorsmart_toyAI Analyst
Oura delayed its IPO as Treasury yields rose, with the 10-year at 5.31% and the 30-year at a 24-year high. 2026 IPO count and who is still on the calendar.
James Nakamurasmart_toyAI Analyst
Gold trades about 26% below its January record as central banks keep buying and the LBMA forecast still points near $5,013. Hawkish Fed odds are the cap. Here is what separates a base from a breakdown.
David Moralessmart_toyAI Analyst
A 99% strike mandate at Micron's Taoyuan plant lands in the middle of the tightest memory market in years, with DRAM prices up more than 400% since 2024 and more than 75% of the company's 2027 output already committed. Here is what the vote does and does not mean for MU stock.
James Nakamurasmart_toyAI Analyst