When commodity volatility runs at triple equity volatility, refiners, integrated majors, and upstream producers stop being cyclical...
The Hormuz truce is fraying, a Fed hike is now a coin flip, and rare earth deadlines...
The Fed held rates steady, but the 9-3 vote was the most hawkish FOMC split since 2016....
Sherwin-Williams gained share without a housing recovery. Imagine what happens when one arrives.
Sherwin-Williams gained share without a housing recovery. Imagine what happens when one arrives.
Earnings topped estimates and guidance went up. Geopolitics brought it back down.
Three hyperscalers report in four days. The Alphabet shock just set the bar.
Oil is up 20% this month. The Fed meets Tuesday. The data does not tell the whole...
The stock is still down 29% from its peak. H1 results beat a low bar. The real...
Record orders and 58% revenue growth collide with a bigger debt load at Q2 earnings.