And when oil prices suddenly increase, by a lot, and stay elevated for a prolonged period, that increases inflationary ...

Unsurprisingly, CF Industries shares have rallied nearly 24% since the initial strikes and, as one would expect, options premiums have risen sharply as well, as traders handicap possible outcomes. CF ...

Fresh supply shocks triggered by the Middle East conflict may speed up the Bank ⁠of ⁠Japan's hawkish agenda by increasing ...

Delta (DAL), Southwest (LUV), and JetBlue Airways (JBLU) — are coming under pressure this week as Middle East tensions continue to pressure oil prices (CL=F, BZ=F), threatening to send jet fuel costs ...

Oracle may be the canary in the coal mine. That line, from a CNBC segment recorded the day before Oracle’s most recent ...

Iran is militarily far better equipped than its Houthi proxies in Yemen, which caused considerable damage and disruption in ...

But, as I discussed in a recent post, I think that the American housing construction market has been in an almost constant state of hysteresis (a limit to how quickly production can recover) for the ...

Oil options and futures are signalling that the latest Middle East conflict may be short‑lived, as traders pile into ...

Meta Platforms (NASDAQ:META | META Price Prediction) unveiled four new in-house AI chips today, a move that reads like a ...

With key objectives met, Israel and the US face tough decisions. Should the Iran war end now, or are there more gains to be ...

Physical AI is having a moment. Humanoid robots dominate conference stages. Foundation models for vision and control arrive at a steady cadence. Capital is flowing again at a scal ...