When oil-related geopolitical risk flares up, most investors take their cue from oil prices. While...
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Data Center Leases: Is Spending Mindful Of Revenues?
A recent Bloomberg article, “Microsoft, Meta Add to $700 Billion Surge in Data Center...
Amazon Debt: Great Demand Despite Concerns
The technology sector has been on edge in recent months, in part due to the evolving landscape of...
Core CPI Lowest In 5 Years: Pre-Conflict Inflation Snapshot
The February CPI report was largely as expected. The month-over-month headline figure rose by 0.3%,...
Will Oil Prices Handcuff The Fed?
After Friday’s weak employment report, there was a rebirth of the once-dead argument for a rate...
The Oil Curve: Scary Headlines vs. Market Expectations
Rather than relying on Wall Street forecasts, scary headlines, and fear-mongering social media...
The Dollar Not Oil Is The Real Story
The Iran conflict has dominated the headlines, with the financial media primarily focusing on...
Will Oil Prices Unleash A Wave Of Inflation?
Bloomberg writes: “Iran War Oil ShockThreatens to Unleash Wave of Global Inflation.” To...
Credit Spreads Are Widening: Omen Or No Bother?
Increasing corporate credit spreads, or a growing divergence between corporate bond yields and...
Middle East Military Conflicts And Stocks
The question for investors is how the Iranian conflict will affect the stock market. The...