The weekly shortlist for advisors who want the signal first.

The UAE’s departure from OPEC signals a shift in both energy politics and market strategy.

Rather than accept production limits, the country appears focused on maximizing output while oil demand and prices remain favorable, using today’s revenues to help fund a broader...

The Middle East conflict has lifted oil prices and inflation expectations, but the market reaction so far looks more like a price shock than a lasting valuation reset.

Steep backwardation in the oil curve suggests supply remains tight, yet it also points...

The US labor market showed fresh signs of strength in April, with payroll growth coming in above expectations and recent revisions pointing to a firmer trend than earlier data suggested.

That resilience is also showing up in claims, job openings, and consumer...

Emerging markets have shown greater resilience to external shocks than in past cycles, and the current Middle East oil shock is another test of that strength.

The impact will likely differ sharply across countries, with oil importers generally more exposed and exporters...

The market’s strength is being driven less by headlines and more by improving company fundamentals.

Earnings expectations for the S&P 500 have been revised sharply higher, and that kind of upward momentum can support equity prices even when macro fears remain loud....