My top 10 things to watch Tuesday, Aug. 18 1. Bonds are the story of the day. The relentlessness of this worldwide bond market rout is unnerving, pushing yields to decently attractive levels. We are not seeing any let up. Here at home, the 30-year Treasury yield is at a roughly two-decade high, at over…
Traders work on the floor of the New York Stock Exchange (NYSE) in New York City, U.S., Aug. 5, 2026. Jeenah Moon | Reuters Treasury yields rose on Tuesday, with long-dated yields surging to their highest level in over two decades, as tensions between the U.S. and Iran persisted. The early hours of Tuesday morning…
U.S. President Donald Trump speaks during a news conference in James S. Brady Press Briefing Room of the White House on April 06, 2026 in Washington, DC. Alex Wong | Getty Images News | Getty Images A cargo vessel was struck by a projectile while transiting the Strait of Hormuz, the U.K. Maritime Trade Operations…
Traders work on the floor of the New York Stock Exchange (NYSE) on July 23, 2026 in New York. Angela Weiss | AFP | Getty Images Treasury yields were higher on Monday as oil prices rose, with worries growing among investors about persistent inflation and government borrowing. The 30-year Treasury yield, which is typically sensitive…
Ships are anchored in the Strait of Hormuz on August 10, 2026 off the coast of Bandar Abbas, Iran. Ali Saeedi | Getty Images Shipping traffic through the Strait of Hormuz slowed to a halt over the weekend ahead of the expiry date of the 60-day ceasefire between the U.S. and Iran on Monday, with…
A lot of cars are lined up for importing and exporting cars to the port. Kokouu | E+ | Getty Images Japanese automakers are looking vulnerable to fallout from the Iran war and any turnaround in the yen. Toyota, Honda and Nissan benefited in their most recent quarterly reports from a historically weak currency, with…
The caverns that hold the U.S. strategic oil reserves could get damaged by the rapid release of stockpiles in response to the Iran war, experts warned this week as inventories hit a four-decade low. Damage to the caverns would make it more difficult to respond to future energy emergencies, the experts said. The oil in…
In this pool photograph distributed by the Russian state agency Sputnik, Russia’s President Vladimir Putin meets with Moscow-installed leader of the Russian-controlled parts of the Zaporizhzhia region, at the Kremlin in Moscow on July 20, 2026. Alexander Kazakov | Afp | Getty Images After four-and-a-half years of full-scale war with Ukraine, Russia has become a…
My top 10 things to watch Friday, Aug. 14 — Club portfolio director Jeff Marks wrote today’s newsletter. 1. Stocks are headed for a mixed open following Thursday’s record S & P 500 close. Oil is slightly higher after Treasury Secretary Scott Bessent said in an interview with Newsmax that the U.S. is preparing economic…
Treasury Secretary Scott Bessent speaking with CNBC on Aug. 4th, 2026. CNBC The U.S. will be applying economic measures “that have never been seen on Iran,” according to Treasury Secretary Scott Bessent. “It will be a combination of economic isolation like the world has never seen before, and the continued blockade in the Strait of…
