Posted inEconomy, Daily Analysis, Markets Iran claims permanent control of the Strait of Hormuz: the Iran-Oman transit protocol is the war’s most consequential geopolitical development — and oil markets haven’t priced it yet by Emma Davis April 3, 2026April 3, 2026
Posted inEconomy, Daily Analysis, Markets, Pre-Market Briefing Premarket roundup, April 2, 2026: Markets close at 1 PM today, NFP prints tomorrow on Good Friday, and Trump’s “nearing completion” war extends the Iran trade into next week by Emma Davis April 2, 2026April 2, 2026
Posted inDaily Analysis, Economy, Markets, Pre-Market Briefing Nasdaq futures sink 1.5% as Iran’s Revolutionary Guard names Nvidia, Apple, Microsoft, and Alphabet as “legitimate retaliation targets” — tech’s worst premarket in weeks by James Whitfield and Emma Davis April 2, 2026April 2, 2026
Posted inMarkets, Daily Analysis, Economy, Pre-Market Briefing Premarket roundup, April 1, 2026: Q2 opens with S&P futures at 6,601 as oil falls below $100 — Trump addresses the nation tonight on Iran as drones hit Kuwait and tech companies face IRGC retaliation threats by Emma Davis April 1, 2026April 1, 2026
Posted inMarkets, Daily Analysis, Economy, Pre-Market Briefing Iran deal optimism sends S&P futures above 6,600 for the first time since the correction — oil retreats as Trump signals he would end the war without requiring Hormuz to reopen by James Whitfield April 1, 2026April 1, 2026
Posted inPre-Market Briefing, Daily Analysis, Economy, Markets Premarket roundup, March 31, 2026: Futures rally on Trump’s Kharg Island threat and WSJ ceasefire signal — Q1’s final session closes the worst quarter for oil-importing equities since 2022 by James Whitfield March 31, 2026March 31, 2026
Posted inPre-Market Briefing, Daily Analysis, Economy, Markets Premarket roundup, March 30, 2026: Week five of the Iran war opens with Dow in correction, oil above $100, and Houthis entering the conflict by James Whitfield March 30, 2026March 30, 2026
Posted inPre-Market Briefing, Companies, Daily Analysis, Economy, Markets, Sector -- Materials Energy stocks surge as WTI crosses $100 and Brent hits $112 — the week’s top premarket trade as the Iran war enters its most dangerous phase by James Whitfield March 30, 2026March 30, 2026
Posted inMarkets, Companies, Earnings Watch, Economy, Pre-Market Briefing, Sector -- Consumer, Sector -- Technology, Weekend Analysis Week ahead, March 30, 2026: Nike EPS consensus $0.29, NFP +57K forecast, and a Good Friday close by James Whitfield March 30, 2026March 30, 2026
Posted inMarkets, Companies, Daily Analysis, Economy, Pre-Market Briefing, Weekend Analysis Market update, March 29, 2026: Iran ceasefire extended to April 6 as M&A activity accelerates and succession headlines multiply by James Whitfield March 29, 2026March 30, 2026