By Sahil Mehta | Editorial Analysis | Updated 2026 Executive Summary (TL;DR) The U.S. economy outlook is stable but fragile. Federal Reserve Interest Rates: How Long Will Rates Stay High? The prevailing narrative has shifted. Markets are no longer asking, “When will the Fed cut?”They are now asking, “How long will rates stay elevated?” The … Read more
The market just delivered a headline few thought would arrive this quickly: the Dow Jones Industrial Average crossed 50,000. At the same time, inflation cooled to 2.4% year over year, the 10-year Treasury yield fell to 4.04%, and job growth nearly doubled expectations. Individually, each of those developments would command attention. Together, they define a … Read more
Date: February 9, 2026Topic: U.S. Dollar (DXY) & Market Analysis King Dollar Steps Back After flexing its muscles last week, the U.S. dollar is starting Monday on softer footing. The U.S. Dollar Index (DXY) which tracks the greenback against major currencies like the euro and yen is down about 0.2% to 0.3%, hovering near 97.30. … Read more
By Sahil Mehta | Senior Financial CorrespondentFebruary 2, 2026 | Updated 4:05 PM ET Washington, D.C. For much of last week, anxiety hung in the air. In suburbs outside Cleveland, families watched gas prices nervously. On Wall Street trading floors, screens flickered red and green as investors tried to price in the unthinkable: a direct … Read more
NEW YORK / LONDON Global financial markets retreated sharply on Thursday, with equities selling off across regions and safe-haven assets surging after the United States and European Union announced coordinated tariffs on Chinese green technology and semiconductors. The synchronized move reignited fears of a deepening global trade conflict, prompting investors to unwind risk positions and … Read more
US markets are no longer reacting only to data they are reacting to institutional credibility, political risk, and global capital shifts. With rates likely on pause, commodities surging, and bond yields rising, the market environment is becoming more fragile and less forgiving, especially for equity risk. 1. Why This Week Matters More Than It Looks … Read more
