This Week's Market Wrap: AI Memory Shock, Crude Cracks, And Data Boxes In The Fed
June 27, 2026
Lower crude prices fueled a market rotation as resilient economic data complicates the Federal Reserve’s rate-cut outlook.
What Will Q2 Earnings Season Show?
S&P 500 earnings are projected to surge 23.7% in Q2, led by massive growth in Energy and Tech.
Oil: Mispricing Peace, Ignoring Depletion
With OECD reserves at 20-year lows, logistical delays in reopening shipping lanes could trigger a violent structural price squeeze.
High Gear: A New Economic Regime…
Accelerating growth and sticky inflation are pushing yields higher as the U.S. Dollar breaks out.
The Stock Market Has Never Been This Expensive
Wall Street hit historic all-time highs this week, fueled by cooling inflation data and resilient corporate earnings.
Warsh Fed To Liberate Gold?
By prioritizing data over Fed jawboning, Warsh aims to decouple gold from FOMC speculation.
LATEST ARTICLES
Inflation Sinks Deeper
June 27, 2026
U.S. purchasing power has plunged 28.5% since 2020, cutting the dollar's value to 78 cents.
In this article: SPY
Forex And Cryptocurrency Forecast For June 29 – July 3, 2026
June 27, 2026
Brent crude plunged 10% and Bitcoin broke its $60,000 support as a surging dollar hit 13-month highs.
U.S. Jobs Data And The ECB’s Inflation Test
June 27, 2026
June US jobs data and falling gasoline prices support continued Fed rate hike expectations. Meanwhile, cooling Eurozone inflation and moderating fuel costs offer a crucial test for the ECB’s hawkish policy stance.
Apple And Microsoft Hike Prices Due To Memory: Is AI Becoming An Inflation Machine?
June 27, 2026
Apple and Microsoft are raising hardware prices as AI demand sparks a global memory chip shortage.
Bitcoin Price: ETF Outflows Hit June High As BTC Holds Around $60,000
June 27, 2026
Bitcoin struggles near $60,000 as US spot ETF outflows hit a June high of $696 million.
From Seat 5C: The Stock Wiring The AI Boom At The Speed Of Light
June 27, 2026
Coherent supplies critical laser technology for AI data centers and satellite networks.
Alan Greenspan, RIP
June 27, 2026
Alan Greenspan’s legacy highlights the NeoKeynesian consensus and the role of asset prices in monetary policy.
In this article: SPY
EDITOR'S CHOICE
S&P 500 earnings are projected to surge 23.7% in Q2, led by massive growth in Energy and Tech.
With OECD reserves at 20-year lows, logistical delays in reopening shipping lanes could trigger a violent structural...
Accelerating growth and sticky inflation are pushing yields higher as the U.S. Dollar breaks out.
IN THE SPOTLIGHT
Gold, silver, and Bitcoin hit new lows as a broad sell-off intensifies across alternative assets.
Zhuzhou CRRC Times Electric targets a 12.98% return by 2026, fueled by historical price gains and a 4.53% dividend...
Strong US job growth highlights opportunities in consumer discretionary, healthcare, and finance.
USD/JPY has returned to 2024 highs, testing levels where the Bank of Japan previously intervened.
Monetary policy divergence is weakening the Canadian dollar as a hawkish Federal Reserve outpaces the sidelined Bank...