Equity Markets

Breaking Macro Markets

Powell’s Hawkish Pivot Erases $1.2 Trillion in Market Value as Fed-Wall Street Disconnect Widens

Fed chair's rejection of near-term rate cuts triggers 775-point Dow selloff, forcing repricing across equities, bonds, and corporate debt as inflation persistence trumps growth concerns.

7 min read ·
AI Markets

TSMC’s 30% Revenue Surge Reveals AI Capex Decoupling From Equity Panic

Taiwan chipmaker's January-February performance contradicts market narratives as hyperscalers maintain $600 billion infrastructure buildout despite software stock corrections.

7 min read ·
Energy Markets

Oil Surges 9% as Iran Conflict Closes Hormuz, Equity Futures Sink 1.5%

Crude prices hit eight-month highs while stock futures tumbled as escalating U.S.-Israel strikes on Iran threatened 15 million barrels per day of global oil supply.

8 min read ·