US Boards Iranian Oil Tanker: Oil Risk Watch
The US boarding of a sanctioned oil tanker adds a fresh escalation risk to the Iran ceasefire window, even as Brent and WTI are not yet breaking higher again.
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UnitedHealth Earnings: What UNH Means for the Dow Today
UnitedHealth's earnings beat and higher 2026 outlook gave the Dow a cushion on Tuesday. Here is what UNH changed for stocks today.
Bitcoin Risk Map: Liquidity Tightening Meets Iran Headline Risk
Bitcoin is holding up better than oil and equities on fresh Iran headlines, but tighter liquidity and a fragile ceasefire are setting the next 24-hour test.
TSMC Earnings Beat: AI Chip Demand and Semiconductor Stocks
As of roughly 12:10 p.m. UTC on Thursday, April 16, TSMC has given semiconductor traders one of the
Bitcoin Reclaim Watch: BTC Retakes $73K as Oil Pulls Back From $100
As of roughly 8:05 p.m. UTC on Monday, April 13, bitcoin is trading back near $73,400 after
Airline Stocks Jet Fuel Squeeze: Delta Earnings Watch
TL;DR * The airline stocks jet fuel squeeze was the clearest U.S. equity story by late Tuesday morning. AP
Market Open Risk Map: Oil, Futures and Rates Before Trump's Deadline
TL;DR As of around 8:10 a.m. ET on Tuesday, this market open risk map is still centered
Market Open Risk Map: March Jobs Report Meets Oil Shock
As of about 8:10 a.m. ET Friday, the March jobs report oil shock setup is the right frame
Market Open Risk Map: Oil Nears $110 After Trump Speech
Market open risk map is the right frame for April 2 because traders are no longer reacting to a simple
Trump Iran Speech: Oil Above $104, Futures Slide
Trump Iran speech oil and futures moves became the dominant late-session catalyst on April 1 after President Donald Trump used