Latest from the Lens
World events. Market consequences. A good read.
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Oil Fell Below $100. The 10-Year Reached the Line.
Stocks rallied as crude retreated and fear collapsed. But inflation accelerated, consumers lost confidence, and the bond market pushed the 10-year yield to within…
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Oil Hit $109. The 10-Year Knocked on Heaven’s Door.
The 10-year yield reached 4.944% as surging oil, rising producer prices, and Middle East escalation pushed the market’s 5% danger line within touching distance.…
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Oil Broke $100. The Bond Market Broke the Mood.
Brent crossed $100, Treasury yields climbed, and stocks fell across the globe. Wall Street is learning that geopolitical inflation doesn’t care about anyone’s rate-cut…
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The Missiles Hit Saudi Arabia. Wall Street Got the Bill.
Oil approached $100, Treasury yields climbed and stocks fell as geopolitical risk returned to the market’s most sensitive pressure point: inflation. What Today’s Tape…
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$40 Trillion in Debt. And the World Is Buying Gold.
Washington says America can grow its way out of its debt. Central banks seem increasingly interested in something Washington cannot print. “Truth, like gold,…
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Payrolls Put Wall Street’s Punch Bowl Back in the Cupboard
August delivered 162,000 new jobs—more than enough to weaken hopes for easier money. Stocks, bonds, gold and Bitcoin paid the bill while oil remained…
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Waller said, “Wait.” Wall Street Heard “Buy Everything.”
Stocks, bonds and Bitcoin rallied after Christopher Waller kept a September rate hold in play. But oil approached $92, service-sector inflation accelerated, and two…
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Stocks Bounced. Oil, Yields and War Did Not Go Away.
Wall Street rallied as fear subsided, but crude remained above $90, the 10-year yield held near 4.8%, and hiring weakened. Wednesday delivered relief—not an…
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Oil Broke $90. The Soft Landing Hit an Oil Slick.
US–Iran strikes pushed crude higher just as labor data weakened and Treasury yields approached dangerous territory. Wall Street was not pricing one problem. It…