Section
Markets
Why stocks keep climbing through war, tariffs and inflation
US equities keep rising in 2026 because earnings growth, AI concentration and policy resilience still outweigh war, tariff and inflation shocks.
Oil and yields snap Wall Street's AI-led rally
Rising crude and a jump in Treasury yields jolted US equities on Friday, exposing how quickly inflation fears can force a repricing of richly valued growth stocks.
Equity fund flows show AI rally still has believers
Weekly flow data suggests investors are still committing fresh money to AI-linked equities even as inflation worries lift yields and narrow the market's leadership.
Bond markets set borrowing costs across the economy
Bond markets are where governments and companies borrow money, and their yields shape mortgage rates, stock valuations and recession bets. This explainer breaks down how bond prices work, why yields move and what to watch in 2026.
Bond market signals inflation, rates and risk appetite in 2026
A jump in Treasury yields is telling investors that inflation risks, real rates and the Fed path still matter more than hopes for quick cuts in 2026.
Dimon's bond-crisis warning sharpens focus on debt and yields
Jamie Dimon's warning about a bond crisis matters less as a forecast than as a signal that higher yields, heavy Treasury supply and rising interest costs are again shaping how investors price risk across equities and credit.
Why Wall Street sold off as yields and oil jumped
Wall Street's May 15 drop felt abrupt, but higher Treasury yields and a 3.3 per cent jump in Brent crude explain more than crash rhetoric.
US stock market closes at 4 p.m. ET: 2026 hours and holidays
NYSE and Nasdaq regular trading ends at 4:00 p.m. ET on normal business days, with premarket, after-hours and holiday exceptions set by official exchange calendars.
AI data-centre demand reprices power on PJM's wholesale market
PJM's first-quarter price spike suggests AI data-centre demand is moving from chip stocks into wholesale electricity, raising costs across the largest US grid.
30-year Treasury yield tops 5.1% as inflation worries hit futures
The 30-year Treasury yield rose to just under 5.1 per cent on Friday, its highest in almost a year, sending Nasdaq and S&P 500 futures down more than 1 per cent as hot inflation data squeezed the Federal Reserve's room to ease.
Dollar Rises for Fourth Day as Inflation Data Lifts December Rate-Hike Odds to 35%
The dollar rose for a fourth consecutive session on Thursday, pushing the DXY index to 98.57, as back-to-back US inflation prints drove a sharp repricing of Federal Reserve rate expectations — lifting the odds of a December increase to 35 per cent.
Schiff flags regime shift as oil, yields and gold climb
Oil, Treasury yields and gold are rising in tandem for the first time since 2022 — a correlation breakdown that Peter Schiff says signals a market regime change driven by persistent inflation. Traditional economists see cost-push pressure arriving faster than Schiff's model predicts.
Morgan Stanley MSBT draws $194m in debut month with zero outflow days
Morgan Stanley's spot Bitcoin ETF completed its first trading month with roughly $194 million in net inflows and not a single day of net redemptions, setting a benchmark for Wall Street crypto products backed by a brand name rather than an advisor sales force.
Oil surges 8% to $109 after Trump rejects Iran peace offer
Brent crude surged 8 per cent to $109.74 a barrel after President Trump rejected Iran's peace proposal as unacceptable, extinguishing weeks of cautious optimism that diplomacy could reopen the Strait of Hormuz.
Markets face April CPI test as earnings tide lifts tech to records
Investors head into the week of May 11 facing the April consumer price index and earnings from Circle, Nebius, and Applied Materials. The S&P 500 gained 2.3 per cent last week and the Nasdaq closed at a record, with the tech sector up 7 per cent.
Gundlach urges 20% cash, 20% commodities as 2026 Fed cuts fade
DoubleLine Capital chief investment officer Jeffrey Gundlach told Bloomberg the Fed will not cut rates in 2026 and that investors should hold 20 per cent in cash and 20 per cent in commodities. He would buy gold below $3,500 an ounce.
Oil pushes higher, gold erases gains after US and Iran trade weekend threats
Oil prices pushed higher and gold surrendered its recent gains after Washington and Tehran traded threats over the weekend, the latest blow to a seven-week-old ceasefire that had briefly raised expectations the Strait of Hormuz would reopen.
XRP funding stays negative after 27% rally, mirroring 2025 setup before 126% surge
XRP perpetual funding rates remain in negative territory after the token climbed 27 per cent in two weeks, replaying a divergence from April 2025 that preceded a 126 per cent rally. CoinGlass data show shorts paying longs at every major venue.
Gold and silver stall below $4,800 and $80 as Iran MOU meets Fed pause
Spot gold closed Friday at $4,720.45 and silver at $80.38, weekly gains of 1.96 and 5.78 per cent driven by a White House memorandum to Iran. Both metals stalled at resistance after April payrolls printed 115,000, locking the Fed's pause in place.
Bitcoin slips from $80,000 after Fed report flags inflation, rate-hike risk
Bitcoin retreated from the $80,000 zone after the Federal Reserve's May 8 Financial Stability Report flagged the Iran-driven oil shock and a hotter March PCE print as conditions that could push the FOMC toward rate hikes rather than the cuts crypto desks had positioned for.
Fund Managers Add S&P 500 Longs, Trim Treasury Shorts
Speculators added to S&P 500 futures and cut bearish Treasury wagers in the week ended May 5, CFTC data showed Friday. Positioning tilted slightly more bullish on equities while rate-cut expectations remain anchored in 2027.
Cisco closes at record $96.57 ahead of Q3 earnings as AI orders climb
Cisco Systems shares closed at a record $96.57 on Friday, rising 4.8 per cent, as investors positioned ahead of fiscal third-quarter results due May 13. AI infrastructure orders are expected to approach $5bn for the year.
US spot Bitcoin ETFs extend inflows to six weeks, pulling in $3.4B
US spot Bitcoin ETFs have logged six straight weeks of net inflows totalling $3.4bn since early April, the longest streak since July 2025, with BlackRock's IBIT capturing the bulk of new money even as flows cooled this week.
Tokenized RWA market tops $30bn, growing 1,000% in two years
The market for tokenized real-world assets has crossed $30 billion, growing more than 1,000 per cent from early 2024, according to data published by a16z crypto. Tokenized U.S. Treasury debt accounts for roughly half the total.
Coinbase buys $88M in Bitcoin in Q1, expands treasury to 16,492 BTC
Coinbase bought $88 million worth of Bitcoin in Q1 2026, adding 1,103 BTC to a corporate treasury now worth $1.3 billion. CFO Alesia Haas also detailed a perpetual USDC revenue-sharing deal with Circle.
