Fed Holds Rates Steady as Equity Markets Remain Strong and Growth Stays Uneven

Published on May 5, 2026

Last week’s data was a good reminder that we are likely in a “resilient but uncertain” phase of the cycle.

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Apple Is Winning the AI Spending Game by Not Playing It

May 5, 2026
It may be a cliche to invoke the pick-and-shovel sellers of the California Gold Rush, but what better way is there to frame what’s happening to Apple Inc.?

New Highs, $100 Oil, and the AI Bet That’s Splitting Tech in Two

May 5, 2026
The complication is that the ceasefires stopped the escalation without resolving the underlying disruption. The Strait of Hormuz, which carries roughly 20% of global oil supply, remains effectively closed. Oil prices fell sharply on the ceasefire announcements (including the largest single-day decline since 2020), then climbed back above $100 per barrel.