The Fed Held. The Dot Plot Tells a Different Story.
The Fed held rates at 3.50% to 3.75% today. Nobody is surprised. The story is the dot plot, the PPI number this morning, and what Powell said in what may be his final press conference as Fed Chair.
The Fed held rates at 3.50% to 3.75% today. Nobody is surprised. The story is the dot plot, the PPI number this morning, and what Powell said in what may be his final press conference as Fed Chair.
The ETH/BTC ratio is one of the most useful signals in crypto markets. Yesterday Ethereum surged nearly 10% while Bitcoin moved 3%. That gap is telling you something specific about where this cycle is heading.
An Austrian programmer built OpenClaw in November 2025. Four months later China banned it from government computers, Nvidia launched a product around it, and its creator was hired by OpenAI. Here is what OpenClaw actually is and why it matters.
Trump demanded allies send warships to secure the Strait of Hormuz. Japan, Australia, and New Zealand said no. The UK won’t join the war. Oil crossed \9. Here is what happened and what it means for markets.
Oil is near $100 a barrel and the Strait of Hormuz is partially closed. The Trump administration just released 172 million barrels from the Strategic Petroleum Reserve. Here is what the SPR is, how it works, and whether this release will actually help.
The Fed meets, Nvidia keynotes at GTC, PPI prints, oil sits at $120, and Micron reports. Five events in five days that will move every major asset class. Here is what to watch.
Nvidia GTC 2026 opens today in San Jose. Jensen Huang keynotes at 2 PM ET. With NVDA down 3% for the year despite record earnings, here are the three things that will determine whether this event changes the AI trade.
Nvidia beat on every metric in Q4 2026 and the stock dropped 5.5%. When a blowout report sends a stock lower, the market is not responding to the numbers. Here is what it is actually saying.
CoreWeave is down 57% from its 52-week high. Oracle bonds are trading at junk-level yields. AI capex is still accelerating. Here is what the debt and price data are saying about the AI trade in 2026.
The Federal Reserve meets on March 18 with no good options. Cutting rates feeds inflation. Hiking into a weakening jobs market risks recession. This is the stagflation trap, and holding is not a solution.