Weekly Outlook

The Inflation Print That Could Reset the Rate Debate

The Peace Premium Comes Due: Fed, BoE & the Oil Comedown

The Bill Comes Due for the AI Trade

The Strait Reopens — So Why Won’t Crude Sell Off?

Hot Inflation, a Hawkish Fed, and Gold on the Edge

SPX Faces Rates Reality as Bond Market Tightens Financial Conditions Ahead of Key Data Week

The Central Bank Narrative May Be Shifting Again

Fed Uncertainty, Inflation Risks, and the Week Ahead

Central Banks Hold Steady as Growth Signals Diverge