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Jul 28, 2026

by Brian Tancock

The Inflation Scare Faded. The AI Test Remains.

Markets enter Tuesday with oil falling sharply, yields easing, and technology leadership still under pressure.

Jul 27, 2026

by Brian Tancock

The AI Selloff Paused. The Risk Remains.

Friday’s close showed calmer oil, a stronger Dow, and continued Nasdaq pressure as investors questioned AI spending

Jul 23, 2026

by Brian Tancock

AI Cooled. Oil Hit $94.

Markets enter Thursday with the S&P 500 near 7,500, yields rising, and investors balancing earnings optimism against inflation risk.

Jul 22, 2026

by Brian Tancock

Chips Exploded. Yields Rose Too.

Tuesday’s close repaired the equity tape, but oil near $91 and the 10-year near 4.64% kept macro pressure alive.

Jul 21, 2026

by Brian Tancock

Brent Touched $91. Stocks Slipped Again.

Markets enter Tuesday with oil pressure back, Treasury yields higher, chip gains fading, and all four major indexes lower.

Jul 20, 2026

by Brian Tancock

The AI Trade Is Being Tested Again.

Markets enter Monday with chip pressure, resilient equities, stable rates, and investors watching whether leadership can broaden

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