Weekly Market Dive

Oil became one of 2026’s most volatile trading assets as geopolitics, global reserves and key chokepoints triggered sharp price swings.

Kevin Warsh’s Fed begins with rising Treasury yields, sticky inflation and tighter liquidity. Here’s what traders should watch next.

As AI data centers expand, optical modules, optical chips, and photonics may become the next major bottleneck and opportunity in AI infrastructure. 

April 2026 US nonfarm payrolls beat forecasts, but weak wage growth and low participation point to a cooling labor market and cautious Fed.

Magnificent 7 earnings show Big Tech is no longer one trade. Traders are watching AI monetization, capex risk, stock dispersion and Nvidia’s May 20 report.

Kevin Warsh could reshape the Federal Reserve’s approach to inflation, rate cuts, and policy. Here’s what it means for markets and investors. 

The Strait of Hormuz impacts more than oil. Discover how supply chain disruptions in helium, fertilizers, and chemicals could drive global inflation.

CPI cooled but jobs surged. Rising oil and geopolitical risks are shifting markets from inflation to recession. What comes next for traders? 

Rising oil prices and the US–Iran conflict are reshaping inflation, Fed policy, and markets. Explore the growing risk of stagflation.

Rising oil prices and the US–Iran conflict are reviving stagflation risks. See how inflation, Fed policy, and markets could shift next.