The Weekly Market Update

Analyzing the week's events and their impact on your investments.

De-Escalation and the Next Phase of AI

Markets Bounce on Hope, But Oil Will Decide What’s Next

Markets Reprice a Longer Conflict

No Clear Endgame: How the Iran War Is Forcing a Market Repricing

The Energy Choke Point: Geopolitics, Oil, and the Path to Market Recovery

Rising Oil, Falling Jobs: A Complicated Week for Markets

Structural Shifts: Labor Disruption, Credit Risk, and War

The Court Ruled on Tariffs — The Market Is Repricing Labor

Fear, Flows, and the AI Spending Race