US markets continue to lean on the trade thaw with China as their anchor, while the Iran situation stays unresolved after Washington rejected a ceasefire proposal, keeping energy p
US markets continue to lean on the trade thaw with China as their anchor, while the Iran situation stays unresolved after Washington rejected a ceasefire proposal, keeping energy prices tied to diplomacy. Hiring is expected to have stayed solid, which supports the picture of a resilient economy but also keeps borrowing costs sticky. Mortgage rates hovering around 7% continue to reinforce the lock-in effect in housing, and crypto assets like Bitcoin and Ethereum have drawn fresh attention after strong recent gains and regulatory clarity on staking.
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Ezbrisk weighs each event against the market reaction and publishes a verdict with an overreaction reading. How the methodology works