Past Morning Notes

Can Earnings Broaden the Bull Market? – June 22, 2026

Markets Rally as U.S.–Iran Agreement Reopens Strait of Hormuz – June 15, 2026

Iran Deal Nearing – Markets Rally – SpaceX Launches – June 12, 2026

Correction, Not Conclusion – June 8, 2026

Employment Day and a Market That Refuses to Tire – June 5, 2026

Peace Rumors Lift Markets Into Holiday-Shortened Week – May 26, 2026

Bonds Crack, Stocks Finally Blink – May 18, 2026

Bond Markets Send a Warning as Equities Hold Steady – May 15, 2026

Bond Markets Send a Warning as Equities Hold Steady – May 13, 2026

Markets Remain Resilient Heading Into Inflation Reports and China Meeting – May 11, 2026

Markets Climb as Growth Narrative Holds Firm – May 8, 2026

Uncomfortably Bullish: Markets Balancing Growth, Inflation & Geopolitics – May 4, 2026