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Opinion

11

Sep 2026
Premium at What Cost? UNH’s Recovery Faces an Optum Health Test

UNH has repaired its insurance business. Now Optum Health must prove whether the recovery has enough momentum to keep shares moving.

10

Sep 2026
The Inflation Measure Keeping the Fed Cautious

US rents are cooling, but shelter inflation remains sticky. The CPI lag could influence how the Fed approaches future rate decisions.

4

Sep 2026
The First Hour Belongs to Futures

For one hour after every major US data release, futures are the only equity market with a live price. The first vote arrives there, but understanding what it means takes more than watching the first move.

3

Sep 2026
Why Gold Stopped Trading Like Gold

Gold has fallen 9% even as conflict escalates. A soft August NFP would trim Fed hike odds, but real yields, a firm dollar and oil still cap any rebound.

31

Aug 2026
Why a 50% Tariff Barely Moved the Canadian Dollar

A 50% tariff barely moved the Canadian dollar. Discover why markets ignored the headline and focused on the economic impact instead.

28

Aug 2026
Claudeforce: Salesforce’s New Role in the Future of Software

Salesforce’s Claudeforce move signals a shift in software’s AI future, but investors still question whether the new model can deliver.

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