Markets explained on the days that actually matter.https://wthmedia.com/en-ushttps://wthmedia.com/markets/week/nasdaq-selloff-jobs-report-week-june-5-2026/https://wthmedia.com/markets/week/nasdaq-selloff-jobs-report-week-june-5-2026/Four days of records, then the Nasdaq's worst day in a year. The real story isn't the AI selloff — it's the Fed bet flipping from cuts to a hike.Sun, 07 Jun 2026 00:00:00 GMThttps://wthmedia.com/markets/recap/stocks-plunge-chip-selloff-hot-jobs-june-5/https://wthmedia.com/markets/recap/stocks-plunge-chip-selloff-hot-jobs-june-5/Wall Street's worst day since October: a blowout May jobs report pushed yields up and rate-cut odds down, and the crowded AI-chip trade had the furthest to fall.Fri, 05 Jun 2026 00:00:00 GMThttps://wthmedia.com/markets/wthis/what-is-the-jobs-report/https://wthmedia.com/markets/wthis/what-is-the-jobs-report/A strong jobs report can send stocks down, and a weak one can send them up. Here's why markets read the monthly jobs report as a message to the Fed.Fri, 05 Jun 2026 00:00:00 GMThttps://wthmedia.com/markets/recap/dow-record-broadcom-drop-ai-rotation-june-4-2026/https://wthmedia.com/markets/recap/dow-record-broadcom-drop-ai-rotation-june-4-2026/Broadcom took one of the largest single-day losses in market history — and the Dow still closed at a record. That's not a crash. It's a rotation.Thu, 04 Jun 2026 00:00:00 GMThttps://wthmedia.com/markets/recap/stocks-fall-from-records-broadcom-crowdstrike-june-3-2026/https://wthmedia.com/markets/recap/stocks-fall-from-records-broadcom-crowdstrike-june-3-2026/Stocks fell from record highs as an oil shock hit the real economy — then Broadcom and CrowdStrike beat earnings and sold off anyway. The split, and what's next.Wed, 03 Jun 2026 00:00:00 GMThttps://wthmedia.com/markets/recap/stock-market-records-narrow-breadth-june-1-2026/https://wthmedia.com/markets/recap/stock-market-records-narrow-breadth-june-1-2026/All three major US indexes closed at record highs on June 1, 2026 — but fewer than 4 in 10 stocks rose. Why narrow breadth makes this rally more fragile.Mon, 01 Jun 2026 00:00:00 GMThttps://wthmedia.com/markets/week/dow-51000-records-week-may-26-2026/https://wthmedia.com/markets/week/dow-51000-records-week-may-26-2026/The Dow topped 51,000 and the S&P notched a ninth straight weekly gain — even as inflation hit a three-year high. Inside a record week built on one trade.Sun, 31 May 2026 00:00:00 GMThttps://wthmedia.com/markets/recap/stocks-records-inflation-dell-may-28-2026/https://wthmedia.com/markets/recap/stocks-records-inflation-dell-may-28-2026/Stocks closed at record highs as Dell's AI blowout revived the rally — but PCE inflation hit a three-year high and the savings rate fell to a four-year low.Thu, 28 May 2026 00:00:00 GMThttps://wthmedia.com/markets/recap/micron-1-trillion-records-may-26-2026/https://wthmedia.com/markets/recap/micron-1-trillion-records-may-26-2026/Three of the four major indexes hit records on the first day back from Memorial Day. The Dow didn't. UMich Consumer Sentiment just printed a record low.Tue, 26 May 2026 00:00:00 GMThttps://wthmedia.com/markets/week/markets-week-records-on-rotation-may-18-22-2026/https://wthmedia.com/markets/week/markets-week-records-on-rotation-may-18-22-2026/The market changed its reason for moving every session and still ended at records — an eighth straight weekly gain. Underneath, the consumer and the AI bellwether cracked.Sun, 24 May 2026 00:00:00 GMThttps://wthmedia.com/markets/recap/dow-record-walmart-warns-nvidia-buyback-may-21-2026/https://wthmedia.com/markets/recap/dow-record-walmart-warns-nvidia-buyback-may-21-2026/The Dow closed at a record — on the same day Walmart had its worst session in years and Nvidia fell despite an $80B buyback. The headlines and the leadership split.Thu, 21 May 2026 00:00:00 GMThttps://wthmedia.com/markets/recap/stocks-rally-yields-fall-nvidia-earnings-may-20-2026/https://wthmedia.com/markets/recap/stocks-rally-yields-fall-nvidia-earnings-may-20-2026/Stocks snapped a three-day skid as yields and oil fell — the same lever that caused the pain. Then Nvidia's clean beat-and-raise landed after the bell to a shrug.Wed, 20 May 2026 00:00:00 GMThttps://wthmedia.com/markets/recap/30-year-yield-20-year-high-rate-regime-may-19-2026/https://wthmedia.com/markets/recap/30-year-yield-20-year-high-rate-regime-may-19-2026/Stocks fell a third straight day, but the real move was in bonds: the long end broke to a near-two-decade high — and kept climbing even after the Iran premium came out.Tue, 19 May 2026 00:00:00 GMThttps://wthmedia.com/markets/wthis/what-is-qe-and-qt/https://wthmedia.com/markets/wthis/what-is-qe-and-qt/Everyone watches whether the Fed cuts or hikes. The balance sheet is the quieter lever that can matter just as much — and no, QE isn't 'printing money.'Tue, 19 May 2026 00:00:00 GMThttps://wthmedia.com/markets/recap/fed-rate-cuts-ruled-out-2026-may-18-2026/https://wthmedia.com/markets/recap/fed-rate-cuts-ruled-out-2026-may-18-2026/A quiet Monday tape, but a loud decision underneath: traders ruled out a 2026 Fed cut entirely. The 10-year hit a one-year high, and even gold couldn't catch a bid.Mon, 18 May 2026 00:00:00 GMThttps://wthmedia.com/markets/week/week-rally-cracked-dow-50k-fed-repricing-may-11-15-2026/https://wthmedia.com/markets/week/week-rally-cracked-dow-50k-fed-repricing-may-11-15-2026/The Dow made history above 50,000 and gave it back a day later. What broke wasn't the market — it was the consensus on the Fed, as hike odds went from 1% to 45%.Sun, 17 May 2026 00:00:00 GMThttps://wthmedia.com/markets/wthis/what-is-the-money-supply/https://wthmedia.com/markets/wthis/what-is-the-money-supply/When stocks hit a record, are they really worth more — or is the dollar just worth less? The money supply, M2, and the denominator effect that decides the answer.Sat, 16 May 2026 00:00:00 GMThttps://wthmedia.com/markets/recap/dow-gives-back-50000-fed-hike-odds-may-15-2026/https://wthmedia.com/markets/recap/dow-gives-back-50000-fed-hike-odds-may-15-2026/Twenty-four hours after its first close above 50,000, the Dow lost 537 points. The real story: Fed rate-hike odds jumped from 1% to 45% in a month, and Powell's term ended.Fri, 15 May 2026 00:00:00 GMThttps://wthmedia.com/markets/recap/dow-closes-above-50000-first-time-may-14-2026/https://wthmedia.com/markets/recap/dow-closes-above-50000-first-time-may-14-2026/The Dow made history above 50,000 on Cisco's surge, a euphoric AI IPO, and a Trump–Xi summit. The milestone is real — and so is the fragility underneath it.Thu, 14 May 2026 00:00:00 GMThttps://wthmedia.com/markets/wthis/what-is-inflation-cpi-vs-ppi/https://wthmedia.com/markets/wthis/what-is-inflation-cpi-vs-ppi/Hot print, sticky, core — the inflation jargon decoded. What CPI and PPI actually measure, why they tell different stories, and why one report moves trillions.Thu, 14 May 2026 00:00:00 GMThttps://wthmedia.com/markets/recap/sp500-record-despite-hot-ppi-may-13-2026/https://wthmedia.com/markets/recap/sp500-record-despite-hot-ppi-may-13-2026/Wholesale inflation ran hotter than CPI, bond yields hit 2026 highs, and two-thirds of stocks fell — yet a single cluster of chip names dragged the index to a record.Wed, 13 May 2026 00:00:00 GMThttps://wthmedia.com/markets/recap/stocks-fall-hot-cpi-chips-sell-off-may-12-2026/https://wthmedia.com/markets/recap/stocks-fall-hot-cpi-chips-sell-off-may-12-2026/April CPI ran hot, and for the first time this rally the warning signals moved price. Qualcomm fell 11%, chips got crushed, and defensives rallied on a risk repositioning.Tue, 12 May 2026 00:00:00 GMThttps://wthmedia.com/markets/recap/stocks-records-peace-trade-dead-narrow-breadth-may-11-2026/https://wthmedia.com/markets/recap/stocks-records-peace-trade-dead-narrow-breadth-may-11-2026/Trump called the Iran ceasefire 'on life support,' yet the S&P 500 and Nasdaq closed at records. Underneath, 55% of stocks fell — the rally is getting narrow.Mon, 11 May 2026 00:00:00 GMThttps://wthmedia.com/markets/week/markets-week-iran-records-may-4-8-2026/https://wthmedia.com/markets/week/markets-week-iran-records-may-4-8-2026/Markets opened the week on an Iran war scare and closed it at record highs. A complete narrative arc — and five warning signals underneath that most coverage missed.Sun, 10 May 2026 00:00:00 GMThttps://wthmedia.com/markets/recap/stocks-records-jobs-beat-nasdaq-26000-may-8-2026/https://wthmedia.com/markets/recap/stocks-records-jobs-beat-nasdaq-26000-may-8-2026/April jobs nearly doubled expectations and the Nasdaq closed above 26,000 for the first time. The market chose strong data over a worsening Iran story — and the hawks won.Fri, 08 May 2026 00:00:00 GMThttps://wthmedia.com/markets/recap/dow-touches-50000-market-breather-may-7-2026/https://wthmedia.com/markets/recap/dow-touches-50000-market-breather-may-7-2026/After three days of records the Dow slipped 313 points but touched 50,000 intraday. The real warning wasn't in the indexes — it was in the wage data.Thu, 07 May 2026 00:00:00 GMThttps://wthmedia.com/markets/recap/stocks-records-oil-crashes-iran-peace-trade-may-6-2026/https://wthmedia.com/markets/recap/stocks-records-oil-crashes-iran-peace-trade-may-6-2026/A reported US–Iran peace framework collapsed oil 7% and sent the Dow up 612 points to a third straight day of records. But three warning signals now point the same way.Wed, 06 May 2026 00:00:00 GMThttps://wthmedia.com/markets/recap/stocks-rebound-records-iran-ceasefire-holds-may-5-2026/https://wthmedia.com/markets/recap/stocks-rebound-records-iran-ceasefire-holds-may-5-2026/One day after a 557-point drop, the Dow recovered 356 points and the S&P 500 closed at a record. The 'teflon market' bought the dip — but transports are diverging.Tue, 05 May 2026 00:00:00 GMThttps://wthmedia.com/markets/recap/dow-falls-557-iran-strikes-uae-may-4-2026/https://wthmedia.com/markets/recap/dow-falls-557-iran-strikes-uae-may-4-2026/Iran's strike on the UAE ended the Middle East calm, sent oil above $106, and dropped the Dow 1.1%. But the real tell was in the bond market, not the headline.Mon, 04 May 2026 00:00:00 GMThttps://wthmedia.com/markets/wthis/what-is-the-fed/https://wthmedia.com/markets/wthis/what-is-the-fed/The Federal Reserve isn't the government, and it has exactly two jobs. Here's how the Fed sets the price of money — and why every market hangs on its word.Fri, 01 May 2026 00:00:00 GMT