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Energy Shocks, 4.2% Inflation, and the End of the Beta Trade
Jun 11, 2026
The U.S. economy is no longer just weathering a temporary supply disruption—it is structurally repricing. May consumer prices rose 0.5% today, lifting the headline inflation rate to 4.2% year-over-yea
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Geopolitical Whiplash: Oil Prices Retreat on Cease-Fire Talks, but Domestic Energy's Edge Remains
Mar 25, 2026
Global oil markets are experiencing historic whiplash. After crude surged past the $120 per barrel mark—driven by the closure of the Strait of Hormuz—prices abruptly retreated Tuesday evening. The cat
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Energy Shocks and Delayed Rate Cuts Force a Flight to Retail Safety
Mar 21, 2026
U.S. equities have officially logged a fourth consecutive week of losses as the escalating military conflict in the Middle East continues to roil global energy markets. With Brent crude crossing $107
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