Two of the most consequential earnings reports of Q2 land this week. The AI software and custom silicon stories converge.
Day: May 28, 2026
New Fed Chair, Rising Rate Hike Odds, and a Market That’s Still Near All-Time Highs — Something Has to Give
Kevin Warsh just replaced Jerome Powell. Inflation is at 3.8%. The FedWatch Tool is pricing in rate hikes, not cuts.…
LLY and the GLP-1 Franchise: What the Options Market Knows That the Headlines Don’t
Eli Lilly's Q1 blowout reset the ceiling — and the options flow is telling a very specific story
TLT and the Rate Hike Trade: What the Bond Market’s Options Flood Is Telling You
The biggest put buying eruption in TLT in recent memory just happened. This is not a drill.
Gold at $4,700 With the Fed on Hold: What the GLD Options Market Is Telling You
Spot gold is near historic highs even as the Fed stays hawkish – and the options skew is revealing which…