Last week gave the market relief. It never gave the market full permission.
•
Apr 4, 2026
Last week opened with relief and closed with the market treating oil, inflation anxiety, and weak participation as pressure with real staying power.
Mar 29, 2026
Early relief helped price recover, but by week-end the market still looked constrained by tighter policy room, higher yields, and incomplete cross-asset repair.
Mar 22, 2026
The market heard softer inflation. It still paid for oil, dollar strength, and narrower participation.
Mar 15, 2026
Join the list to receive our newest posts straight to your inbox.
Mar 8, 2026
Mar 1, 2026
Feb 22, 2026
Feb 15, 2026
Feb 8, 2026
Feb 1, 2026
Jan 25, 2026
Jan 18, 2026
