The Supreme Court’s overturning of Trump’s tariffs under IEEPA did not end the trade wars. The issue is back, and together with the Iran problem, it could get messier for markets.

SpaceX is nearing its IPO price, and market sentiment is not to blame.

AI is helping with productivity, but don't expect it to be the force that brings inflation back to 2%.

Gasoline has gotten cheaper after the reopening of the Strait of Hormuz, but markets still don’t expect early Fed rate cuts for a few key reasons.

Oil prices are down, gasoline is getting cheaper, yet markets are still expecting the Fed to raise rates—not once, not twice, but possibly three times. Why?

Markets are pricing in the end of the conflict in the Middle East, but the damage is already done.

The SpaceX IPO could boost markets, but without the Strait of Hormuz reopening, optimism may be hard to sustain.

Bitcoin, along with the rest of the crypto market, is under pressure right from high inflation, regulatory uncertainty, and Strategy’s selling, but the worst might yet to come.

Investors and professionals remain optimistic about the market’s future, but the underlying fundamentals may be weaker than they look.

Kevin Warsh is the new Fed chair, but don’t expect his appointment to change the regulator’s monetary policy. The road ahead will depend on the Middle East.