Black Gold Becomes The Market’s Wrecking Ball

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[Chart courtesy of MarketWatch.com] Stocks took another hit today, and the culprit wasn’t hard to find. Crude oil surged back above $100 a barrel as the U.S.-Iran conflict dragged into its seventh month, reigniting inflation worries and putting pressure on just about every risk asset. The market largely shrugged off a benign PPI report. While wholesale inflation came in as …

Stocks Slide While Gold Flashes A Bullish Signal

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[Chart courtesy of MarketWatch.com] Stocks spent most of the day on the defensive as higher oil prices kept inflation worries front and center. Escalating U.S.-Iran tensions pushed Brent crude back above $100 a barrel, and that was enough to keep traders reaching for the aspirin rather than the buy button. Adding to the pressure, the 10-year Treasury yield briefly climbed …

ETF Tracker Newsletter For September 4, 2026

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ETF Tracker StatSheet           You can view the latest version here. THE FED JUST GOT MORE DATA… AND MORE REASONS TO STAY TOUGH [Chart courtesy of MarketWatch.com] This morning’s jobs report was the story of the day. August payrolls came in at 162,000, far above expectations, reinforcing the view that the labor market remains surprisingly resilient. That was enough to …

Lower Yields Light A Fire Under Equities, Gold, And Crypto

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[Chart courtesy of MarketWatch.com] The market finally found an excuse to smile today. Stocks rallied sharply as Treasury yields backed away from their recent highs after Fed Governor Waller suggested he’d be inclined to support holding rates steady, assuming upcoming inflation data doesn’t throw a curveball. That comment was enough to shift the mood on Wall Street. Rate hike expectations …

A Softer Dollar, Stronger Metals, And A Market Rebound

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[Chart courtesy of MarketWatch.com] Treasury yields finally took a breather after their recent sprint to multiyear highs, and stocks were happy to take the invitation, with the S&P 500, Nasdaq, and Dow all snapping their three-day losing streaks. The bigger story hasn’t changed, though. Oil remains parked around the $90-mark, geopolitical tensions are keeping energy traders on edge, and the …

September Starts With A Hangover: Stocks, Gold, And Bitcoin All Slip

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[Chart courtesy of MarketWatch.com] September got off to a rough start, with inflation concerns and a 6% jump in oil prices pushing bond yields higher around the world and putting pressure on nearly every asset class. The rising rate backdrop weighed heavily on tech, with names like Nvidia, AMD, Microsoft, and Alphabet leading the retreat. What really mattered today was …