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Buyback Blackout Windows: The Bid That Quietly Disappears

August 20, 2026

Corporate buybacks are one of the largest sources of demand for US equities. For roughly five weeks around every earnings...

July 2026 Market Outlook: The Inflation-vs-Oil Tug of War

July 2026 Market Outlook: The Inflation-vs-Oil Tug of War

Caglar A.
July 2, 2026

July 2026 pits a hawkish Fed against falling oil. Here is the month's tug-of-war: the data calendar, Q2 earnings, and the cross-asset themes to watch.

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