Ronan

Tech Finally Got the Bill. Oil and Bonds Delivered It.

The Nasdaq fell 1.33% as elevated borrowing costs, questions surrounding AI financing, and worsening housing data challenged the market’s most comfortable assumptions. Tuesday was not a market crash. It was an overdue reality check. Technology shares have spent months behaving as though high interest rates were somebody else’s problem. Oil has been treated as a

Tech Finally Got the Bill. Oil and Bonds Delivered It. Read More »

Oil Lit the Fuse. Bonds Smelled a Policy Error. Stocks Started Sweating.

Wall Street slipped as the 30-year yield hit a 19-year high, Hormuz diplomacy unraveled and Bitcoin treated the chaos as a feature. Monday did not deliver a crash. It delivered something more interesting: a disagreement. The S&P 500 fell 0.52%, the Dow lost 0.51%, the Nasdaq slipped 0.32% and the Russell 2000 declined 0.35%. The

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Panic Yesterday. Euphoria Today. Bonds Didn’t Blink.

Technology jumped 5.05%, Korea surged 14.65%, and volatility collapsed. The celebration was real. So was the renewed rise in long-term yields. Thursday, July 30, 2026 Yesterday looked like a liquidation. Today looked like everyone trying to buy back the same trade at once. The Nasdaq gained 2.78%. Technology surged 5.05%. South Korea’s KOSPI rocketed 14.65%—one

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The Fed Held. The Bond Market Revolted.

Three dissenters, surging long yields, an AI liquidation and renewed Iran risk turned Wednesday into a four-front selloff. Wednesday, July 29, 2026 Wednesday looked less like a trading session than a medieval battlefield at dusk. Stocks retreated, volatility advanced, gold took shelter on higher ground, and the long end of the Treasury market fired over

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CPI Cooled. The Rally Got Narrower.

Tuesday should have been an easy risk-on day. Inflation came in softer than expected. Treasury yields fell. The dollar weakened. The VIX dropped. Big banks delivered solid earnings. And stocks rose. The S&P 500 gained 0.38%. The Nasdaq climbed 0.90%. The Russell 2000 added 0.39%. But the Dow rose just 0.02%. That tiny gain told

CPI Cooled. The Rally Got Narrower. Read More »