Financial News
What We’re Reading
May 5, 2026
Commentary & analysis of selected stories on May 5, 2026
Commentary & analysis of selected stories on May 5, 2026
The Commitments of Traders report enables investors to track changes in positions among various groups of traders/investors.
Commentary & analysis of selected stories on May 4, 2026
Energy markets continue higher. Stocks had one of their best months on record.
Commentary & analysis of selected stories on May 1, 2026
Seasonality charts can help support or refute market narratives. Due to the relatively small data sets associated with monthly data, they can also be used incorrectly to confirm an already-formed bias.
The Iran conflict saw retail 'buy-the-dip' mentality abandoned as consumers were hit by higher prices at the pump.
The dollar accounts for more than half of all SWIFT traffic globally.
For the last few decades the U.S. has been in a low interest rate environment where deficit spending would not cause major issues. A 40-year high in inflation and the higher rates that followed are stressing the country's finances.