On June 5, a single sequence jolted leadership across U.S. equities: a hotter-than-expected jobs print, a jump in Treasury yields, and a sharp selloff in mega-cap tech. By the week’s close, banks and transports were […]
Oil’s geopolitical premium just bled out. Brent slipped toward a two‑month low after Iran–Israel tensions cooled, and then fell further when Washington called off planned strikes. In lockstep, equities rallied and Treasury yields eased as […]
The S&P 500 has been climbing in an environment that would normally make investors more cautious: Treasury yields remain elevated, the Federal Reserve is not rushing to cut rates, and inflation concerns are still part […]
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