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Iran Deal Unsigned, PCE Hits 3-Year High, and Anthropic Nears $1 Trillion: 7 Stories Closing a Historic Week

Negotiators reached a 60-day MOU to extend the ceasefire and start nuclear negotiations; Trump has yet to give final approval. Iran's state television claimed Tehran agreed to open Hormuz to prewar traffic levels managed by Iran and Oman; the White House called it "a …

Nitish Kishor | 29 May 2026

US Sector Performance Analysis: The "Tech + Health Care" Barbell Resurfaces as Yield Proxies Collapse

The USEquitymarket session on May 28, 2026, delivered a highly decisive and directed tape. After days of erratic, zero-sum rotational whiplash, institutional capital executed a clean, high-conviction allocation strategy. The empirical data points to a market actively rebuilding the "Tech + Safety" barbell, aggressivelyUnderwritingsecular …

Robert Luong | 28 May 2026

US Sector Momentum Analysis: The Tech Anchor Fails as a Unified Defensive Flight Accelerates

The empirical momentum data from the May 28, 2026, session captures a highly defensive re-architecting ofMarket Risk. The Relative Rotation Graph (RRG) presents a stark structural rejection of the technology complex. As the market's primary mega-cap anchor enters a renewed momentum decline, institutional algorithms …

Robert Luong | 28 May 2026