The Exchange

The Exchange 4/9/26

Oil Slips, Stocks Rally & a Rate Cut is back in Play 4/8/26

The Exchange discusses the U.S.-Iran ceasefire's impact on markets, particularly oil prices and Asian economies. Amrita Sen from Energy Aspects suggests that despite the ceasefire, sustainable supply losses and logistical challenges in the Strait of Hormuz will likely drive prices higher, especially for gasoline and di...

Iran Deadline Looms, Under-Priced Oil Risk, and Opportunities in Semis 4/7/26

Iran Escalation Risk, Renewed Private Credit Concerns, and Pullback Opportunities 4/2/26

The Exchange discusses the volatile market session influenced by escalating Iran tensions and their impact on energy markets. The potential protocol between Iran and Oman for monitoring transit through the Strait of Hormuz is analyzed for its market impact. Experts Amrita Sen and Marco Papich debate the divergence betw...

Nike's Nosedive, Tech's Turnaround, and Gold's Gains 4/1/26

Crude Climb Continues, China's Price Spike Warning, and KKR's Major Deal 3/30/26

Fed's Inflation Battle, the Alphabet Case, and the Memory Meltdown 3/27/26

U.S.-Iran Peace Talks, Memory Melt, and a Fed Hike? 3/26/26

Chevron's California Warning, AI-Powered Drones, and OpenAI Shutters Sora 3/25/26

Energy Ripples, Databricks Moves into Cybersecurity, and Anthropic vs. the Pentagon 3/24/26

Mixed Signals, the Rate Hike Case, and Airlines Navigate Oil 3/23/26

Crude Climb Continues, Spring Housing Season, and the Mag 7 Melt 3/20/26

Middle East Escalation, Micron's Big Beat, and the Private Credit Exodus 3/19/26

The Fed's Next Move, The Iran Timeline, and Food Inflation? 3/18/26

Private Credit Concerns, Crude's Climb, and Travel Chaos 3/17/26

“No Need to Worry,” Consumer Hide & Seek, “Taming, Not Toppling” 3/13/263/13/26

Ripple Effects of the Iran War 3/12/26

Oil Cycle Continues, Inflation Conundrum, and Oracle's Comeback 3/11/26

The Exchange 3/10/26

Overnight Oil Spike, Jet Fuel Soars, and Momentum in Tech 3/9/26