Financial Sector Earnings Are Beating Estimates – and the Credit Cycle Story Is More Nuanced Than Headlines Suggest Politics Financial Sector Earnings Are Beating Estimates – and the Credit Cycle Story Is More Nuanced Than Headlines Suggest Market Spectator June 2, 2026 Major U.S. banks just delivered Q1 2026 results that exceeded consensus by a median of 11%. The... Read More Read more about Financial Sector Earnings Are Beating Estimates – and the Credit Cycle Story Is More Nuanced Than Headlines Suggest
TLT and the Rate Hike Trade: What the Bond Market’s Options Flood Is Telling You Politics TLT and the Rate Hike Trade: What the Bond Market’s Options Flood Is Telling You Market Spectator May 28, 2026 The biggest put buying eruption in TLT in recent memory just happened. This is not a drill. Read More Read more about TLT and the Rate Hike Trade: What the Bond Market’s Options Flood Is Telling You