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US Natural Gas Prices Edge Higher as Storage Build Misses Expectations

US Natural Gas Prices Rise Following Smaller-Than-Expected Storage Build

Nitish Kishor | 18 June 2026

No Rate Change, No Dot, No Comfort: Warsh's Fed Comes With a Hawkish Warning Markets Did Not Expect

The Federal Reserve's June 2026 meeting delivered no change in interest rates but generated substantial market turbulence nonetheless. The Federal Open Market Committee voted to maintain the benchmark federal funds rate at 3.5%–3.75%, a decision that carried little surprise.

Nitish Kishor | 18 June 2026

Trump Signs Iran Peace Deal at Versailles, Warsh Goes Hawkish Without a Dot and Intel Surges 9% on Apple Chip Deal: 7 Reads Before Thursday's Bell

Trump and Iranian President Masoud Pezeshkian digitally signed the memorandum of understanding during a dinner with G7 leaders at the Palace of Versailles on Wednesday night. Pakistan's Prime Minister Shehbaz Sharif confirmed Iran also signed. The agreement calls for the immediate reopening of the …

Nitish Kishor | 18 June 2026

Four Months of War Destroyed Oil Demand. A Peace Deal Cannot Reverse It.

When the United States and Iran signed their memorandum of understanding in Geneva on Friday, crude markets responded predictably. Brent fell toward $78 per barrel, its lowest in three months, as traders priced in the gradual reopening of the Strait of Hormuz. Three Iranian …

Nitish Kishor | 18 June 2026

US Sector Performance Analysis: Communication Services and Consumer Sectors Lead Broad Market Retreat

The US equity market delivered a widespread decline on June 17, 2026, with all eleven major S&P 500 sectors finishing in negative territory. Unlike previous sessions characterized by sector rotation, the latest trading day reflected broad-based risk reduction as investors trimmed exposure across both …

Robert Luong | 17 June 2026

US Sector Momentum Analysis: Financials Lead as Technology Continues to Lose Momentum

The June 17 RRG highlights a broadening of market leadership beyond mega-cap technology stocks. Financials, Industrials, Materials, and Real Estate are increasingly attracting institutional capital.

Robert Luong | 17 June 2026

Trump Says He'll "Go Back to Bombing" Iran, Warsh Delivers His First Fed Call and SpaceX's $60 Billion Cursor Deal: 7 Reads Before Wednesday's Bell

Warsh's first FOMC decision lands at 2 PM ET, followed by his debut press conference at 2:30 PM ET. CME FedWatch prices a 97%+ probability of a hold at 3.50-3.75%, unchanged for a fourth consecutive meeting. The rate itself is not the story. The …

Nitish Kishor | 17 June 2026

US Sector Performance Analysis: Financials Lead Defensive Rotation as Technology Suffers Sharp Pullback

The US equity market session on June 16, 2026, was characterized by a notable shift away from growth leadership and toward defensive and value-oriented sectors. Financials emerged as the dominant performer, while Utilities and other defensive sectors continued to attract institutional inflows. In contrast, …

Robert Luong | 16 June 2026

US Sector Momentum Analysis: Financials Strengthen Leadership as Technology Continues to Weaken

The US equity market continues to exhibit a constructive rotational structure as leadership expands across multiple sectors. The latest Relative Rotation Graph (RRG) for June 16, 2026, shows Financials, Industrials, Materials, Real Estate, and Health Care occupying the Leading quadrant, while several additional sectors …

Robert Luong | 16 June 2026

SpaceX Hits $212, Nvidia Raises $20 Billion in Bonds and Warsh Opens His First Fed Meeting Into a Housing Slump: 7 Reads Before Tuesday's Bell

The FOMC two-day meeting begins today; Warsh's rate decision, dot plot, and first press conference as Fed Chair are due Wednesday at 2 PM ET. CME FedWatch prices a 98.6% probability of a hold at 3.50-3.75%. The March dot plot showed one cut in …

Nitish Kishor | 16 June 2026
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