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This Week in Markets - July 26: The Fed Meets, and deep in Tech Earnings
Oil above $95, a 10-year yield at levels last seen before this administration took office, and four of the five biggest companies in the market…
Jul 26
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William Li
2
This Week in Markets - July 19: The AI Trade Gets Asked for Receipts
Chips just fell into a bear market, and on Wednesday night the two companies writing the biggest checks have to explain themselves.
Jul 19
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William Li
2
This Week in Markets - July 12: CPI Walks Into the Warsh Fed's First Test
June inflation lands the same morning the new hawkish Fed chair takes the witness chair, with a September rate hike already most of the way priced.
Jul 12
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William Li
2
This Week in Markets - July 5: The Quiet Week That Decides if the Chip Flush Is Over
Jobs came in soft, Korea got margin-called mid-rally, and now a light calendar hands the tape to the Fed minutes, Samsung, and Delta.
Jul 5
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William Li
1
June 2026
This Week in Markets - June 29: The AI Trade Cracks and a Jobs Report Lands Early
Tech got repriced, oil deflated, and a holiday-shortened week hands us a jobs report on Thursday under a brand new, hawkish Fed.
Jun 28
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William Li
1
This Week in Markets - June 22: The Fed Flipped Hawkish, PCE Gets the Last Word
Warsh's first meeting put a 2026 rate hike back on the table. Thursday's PCE print is the market's first chance to test whether that threat is real.
Jun 21
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William Li
1
This Week in Markets - June 15: Warsh's Debut Meets Hot Inflation
A new Fed chair takes the chair for the first time, with inflation back at 4.2% and oil swinging on every Iran headline.
Jun 14
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William Li
1
May 2026
This Week in Markets - June 1: Jobs Week Meets the Broadcom Test
A make-or-break May jobs report and Broadcom's AI numbers headline the first full week of summer
May 31
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William Li
1
This Week in Markets - May 25: PCE Week
NVIDIA delivered a blowout and the stock sold off. Inflation came in hot. This week's PCE print decides who's right.
May 24
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William Li
1
This Week in Markets - May 19: NVIDIA Week
It's all eyes on Jensen as the AI king reports earnings amid the greatest bull run in years.
May 17
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William Li
1
This Week in Markets - May 4: The Tape Says Yes. The Headlines Say Slow Down.
Records into a heavy catalyst week. The discipline is selectivity, not size.
May 3
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William Li
1
April 2026
This Week in Markets - April 27: Mega Cap Earnings, GDP, and the First Test of New Highs
A stacked week of economic data meets the heart of earnings season
Apr 26
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William Li
1
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