Market Focus
Treasury Yields Hit 20-Year High as Inflation Fears Resurface.
Global Rates Analysis • 15 Min Read
Equities
Tech Stocks Rally as Enterprise AI Adoption Hits Critical Mass
Nvidia and Microsoft lead the gains as corporate spending on private LLMs triples in Q1.
Fixed Income
The Bond Market's "Great Reset": Why 5% is the New Normal
Pension funds pivot back to long-term debt as yields stabilize at decade-high levels.
Market Movers
TickerPriceChange
NVDA921.40+2.41%
AAPL172.10-1.10%
TSLA164.55-3.82%
AMD181.20+0.95%
MSFT420.12+1.20%
GOOGL152.40+0.41%
META484.20-2.15%
Commodities & Forex Matrix.
Markets OpenUpdate in 4s
BRENT OIL
$84.21
+1.2%GOLD (OZ)
$2,342.1
-0.4%EUR / USD
1.0842
+0.02%NAT GAS
$1.842
+5.1%S&P 500 Sector Heatmap
Full Map →Technology
+4.8%
Communication Services
+1.2%
Financials
-2.4%
Energy
0.0%
Consumer Discretionary
-5.2%
Markets Strategy
Alpha Insight
"Why the carry trade in Emerging Markets is the most crowded—and dangerous—bet of 2026."
David Kostin, Chief Strategist
Alpha Insight
"Why the carry trade in Emerging Markets is the most crowded—and dangerous—bet of 2026."
David Kostin, Chief Strategist
Alpha Insight
"Why the carry trade in Emerging Markets is the most crowded—and dangerous—bet of 2026."
David Kostin, Chief Strategist
Market Deep Dive
How Central Bank Digital Currencies are Quietly Replacing Wholesale Settlement Systems.
12 Min ReadHow Central Bank Digital Currencies are Quietly Replacing Wholesale Settlement Systems.
12 Min ReadHow Central Bank Digital Currencies are Quietly Replacing Wholesale Settlement Systems.
12 Min ReadHow Central Bank Digital Currencies are Quietly Replacing Wholesale Settlement Systems.
12 Min ReadThe Earnings
Watchlist.
Tracking the most anticipated quarterly reports. This week: Big Tech and Retail giants report their final 2025 results.
Apple (AAPL)
Mar 26, Post-MarketEst: $1.42 EPS
Amazon (AMZN)
Mar 27, Pre-MarketEst: $0.88 EPS
Goldman Sachs (GS)
Mar 28, Pre-MarketEst: $8.40 EPS
Tesla (TSLA)
Mar 29, Post-MarketEst: $2.12 EPS
Institutional AccessRavenwell
Ravenwell
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