Editorial companion

What stands out

Kevin Hincks links a slide in crude oil toward $90 and a small drop in Treasury yields to a fresh burst of bullish momentum, while pointing to this week’s inflation and jobs data and Micron’s (MU) earnings as potential speed bumps. He highlights today’s housing updates with the Case-Shiller and FHFA indexes as the market’s reminder that affordability still matters. He also flags a White House meeting between leaders from Meta Platforms (META), Anthropic, and OpenAI, a news-driven event that concentrates attention on AI regulation and corporate access to policymakers.