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The Gulf Gives, the Fed Takes

The Gulf Gives, the Fed Takes

A pause, a passageway, and a promise to keep talking. That's essentially what's included in the Iran-US agreement released a few hours ago. It extends the April ceasefire by another 60 days and...
Zonebourse June 18, 2026 at 04:07 pm
The Dove Has to Land

The Dove Has to Land

Markets are trying to recover from a bruising selloff in chip stocks, helped by easing oil prices and hopes that a U.S.-Iran interim deal can calm inflation fears. But the bigger test comes from...
Zonebourse June 17, 2026 at 03:15 pm
Warsh Takes the Stage

Warsh Takes the Stage

After Monday's record close for the Dow, investors seem happy to keep buying, with futures just slightly up. The Fed meeting is the main event today. It will be the first interest-rate decision under...
Zonebourse June 16, 2026 at 03:45 pm
Currencies:  Support for the Dollar Is Fraying

Currencies: Support for the Dollar Is Fraying

The markets have probably just navigated a pivotal week. After several weeks that were dominated by anxieties over the Strait of Hormuz, surging energy prices, and the return of inflation, investors...
Zonebourse June 15, 2026 at 10:37 am
A Rebound With Strings Attached

A Rebound With Strings Attached

A hotter-than-expected producer-price report reminded investors that inflation is not done causing trouble, even as hopes in the Middle East helped cool oil prices and lift market sentiment. With the...
Zonebourse June 11, 2026 at 04:17 pm
Wall Street's Problem Is Not Just Inflation

Wall Street's Problem Is Not Just Inflation

The CPI report landed softly, the market did not. Inflation came in almost exactly as expected, but between shaky AI valuations, oil above $90, and fresh U.S.-Iran fighting, investors had already...
Zonebourse June 10, 2026 at 04:04 pm
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