S&P 500 Earnings Growth Hits 47%, Best Quarter Since 2021
Corporate America's best quarter since 2021 is powered by war-priced Energy gains and AI-driven Tech — a split that tells you where money flows during conflict.
Economy
Hormuz Closure Cuts Asia-Pacific Gas Exports by 95%
The Hormuz crisis is no longer a price story — it is a structural supply-chain crisis reshaping Asia's energy architecture.
Crude Slides Below $80 Ahead of OPEC+ September Output Decision
Markets bet Trump's cancellation ends the war, but the physical energy chain through Hormuz still hasn't cleared.
Saudi Stocks Drop 5% as War Premium Fades on De-Escalation Bets
Saudi markets sold off before the announcement landed — the war-premium unwind is a forward bet, not a confirmed deal.
OPEC+ Meets August 2 With Output Steady as Ceasefire Bids Weigh on Crude
OPEC+ keeps 188kb/d increase while ceasefire bets weigh on crude — the meeting tests whether supply discipline holds under peace pressure.
Bond Yields Surge on First Full Trading Day After Fed's War-Inflation Hold
Yields spike as market rejects the Fed's wait-and-see posture between war and inflation.
Crude Slides Toward $80 as De-Escalation Bets Build Before OPEC+ Meeting
WTI and Brent retreat on de-escalation speculation ahead of the OPEC+ September output decision.