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Oil Up, Wall Street Up, Pizza Index Flat

Wall Street has reacted positively to the extension of the U.S.-Iran ceasefire. The S&P 500 and Nasdaq both closed at record highs....

Kevin Warsh’s Vision for the Fed

Trump’s Fed nominee, Kevin Warsh, is set to replace Jerome Powell if confirmed by the Senate. This can matter massively for the US dollar and gold....

Losses and gains kept in check

Crude prices surged yesterday, with West Texas Intermediate (WTI) futures jumping 6% to trade above $89 per barrel....

Stocks post record run… but WTI confirmation is weak 

Excluding one down day, stocks have posted an extraordinary 10 day rally and are now on pace for their best 11 day stretch in history....

Stocks rise despite Trump threats

Reuters reports that Iran and the United States have received a 45-day ceasefire plan, put forward by Pakistan, aimed at ending hostilities. But President Trump is not speaking as though the two sides are close to agreeing on a ceasefire...

Powell’s term extended? What this means for markets

The Federal Reserve has left its interest rate unchanged but acknowledged growing uncertainty about the ongoing Iran conflict....

One battle after another for the Nikkei and DAX

Before the war, many global investors had been positioned long on both the Nikkei 225 and the DAX. The pullback in Japanese equities is particularly notable given the Nikkei’s strong start to 2026....

If California is droned, here is what traders may watch

A US-Iran war that shows up on the US mainland changes the game completely. And its ramifications for oil, gold, and the US dollar could be massive....

Which stock indices feel oil volatility the most? 

After Iran’s closure of the Strait of Hormuz triggered one of the largest oil supply disruptions in history, West Texas Intermediate crude posted a 35.63% weekly surge, its biggest gain since the futures contract began trading in 1983....
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