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Host of The Open Bell — financial news in plain English, every weekday.
Sep 24, 2026
The handshake happened. Xi's in Washington, the trade truce is extended, and markets should feel relieved. They don't, quite — because two months is a very short runway.
Sep 23, 2026
Oil didn't crash, didn't spike — it just sat there near $99 a barrel, quietly rewriting central bank policy from Washington to Sydney.
Sep 22, 2026
Monday was, in a word, unusual. A Sunday-night Fox News interview moved oil markets, an AI agent that books your holidays sent chipmakers to a trillion-dollar milestone, and U.S.-China diplomacy produced something that's genuinely never existed before. Markets noticed all of it.
Sep 21, 2026
The week opened with a missile strike on Riyadh, a mortgage rate at a 19-month high, and the two most powerful economies on Earth sitting down in New York. Buckle up.
Sep 18, 2026
Kevin Warsh walked into his first FOMC decision and raised rates. No dissents. No hedging. Just a 12-0 vote and a dot plot that's already pointing at October.
Sep 17, 2026
Kevin Warsh walked into his second FOMC meeting and came out swinging: a unanimous hike, a firm tone, and a dot plot that says the committee isn't done yet.
Sep 16, 2026
The number that matters most today isn't the Fed's rate decision. It's 5.02 — the yield on the 10-year Treasury that got there before the Fed even touched a dial.
Sep 15, 2026
Saudi Arabia woke up Monday with no working land route for its oil and no backup diplomatic deal in sight. The rest of the world is still catching up to what that means.
Sep 14, 2026
The Fed's 17 September meeting just got a lot less ambiguous — and the rest of today's news isn't exactly calming anyone down.
Sep 11, 2026
Oil just did the thing markets feared most this week: it stopped being background noise and started being the story.
Sep 10, 2026
Christine Lagarde didn't want to raise rates again. The oil price left her no choice.
Sep 9, 2026
Saudi Arabia's oil facilities are on fire, and the ripple is already in your gas tank.
Sep 8, 2026
The energy market, the labour market, and the Bank of Japan all delivered news this week that lands the same way: higher for longer isn't fading, it's widening.
Sep 7, 2026
The weekend didn't stay quiet for long.
Sep 4, 2026
Kuwait woke up to Iranian missiles, and the oil market woke up to a White House quietly looking for an exit ramp. It's that kind of morning.
Sep 3, 2026
The Strait of Hormuz is now a warzone and a chokepoint at the same time, and markets spent yesterday pricing in exactly what that means.
Sep 2, 2026
September arrived with a bang: US strikes in the Strait of Hormuz, a 30-year high in Japanese bond yields, and European inflation running hotter than anyone wanted — all in one trading session.
Sep 1, 2026
The Middle East handed markets a rough start to September: oil up, stocks down, and a Fed chair who's already leaning hawkish getting more ammunition than he needs.
Aug 31, 2026
Kevin Warsh walked into Jackson Hole on Friday and left no ambiguity about who's running monetary policy — and it wasn't the guy in the White House.
Aug 28, 2026
Kevin Warsh steps to the podium at Jackson Hole this morning as Fed Chair, and the room he's walking into is already arguing.
Aug 27, 2026
Jackson Hole starts tomorrow, and the economy just handed Kevin Warsh the worst possible warm-up act.
Aug 26, 2026
Nvidia reported last night, and the number is almost difficult to say out loud: $93 billion in a single quarter, and they guided higher.
Aug 25, 2026
Scott Bessent had a busy Sunday. By Monday morning, markets across three continents were already repricing what came next.
Aug 24, 2026
Kevin Warsh walks into Jackson Hole this Thursday inheriting an economy that's simultaneously too hot on inflation and too cold on growth — and the bond market isn't waiting for him to figure it out.
Aug 21, 2026
Three separate stories landed yesterday and they all pointed the same direction. Not a great direction.
