The Broker's Hub

Are businesses passing on higher energy costs to their customers? Fed minutes may have the answer.

Buckle up for $120 oil changes. Why car care is about to get more expensive.

Here’s why Astera Labs’ stock just staged a big gain

I inherited a house. My CPA says I should sell within a year to avoid capital gains. Is he right?

Stock

These charts offer a warning: A new era of higher Treasury yields may be coming

Market Expert May 20, 2026

This “pennant” chart pattern warns that Treasury yields could be headed much higher. But an alternative scenario isn’t so good either.

Stock

CoreWeave’s stock falls as new Google cloud venture may signal more competition ahead

Market Expert May 20, 2026

A joint venture between Google and Blackstone isn’t “immediately problematic” for CoreWeave, but rather a sign that the market could get more crowded, according to a Bernstein analyst.

Stock

Home Depot says its sales are healthy, but here’s where customers are holding back

Market Expert May 20, 2026

Shares of Home Depot crept higher on Tuesday after the home- improvement giant kept its full-year outlook intact — a relief for investors worried that higher gasoline prices due to the Iran war would further crimp consumer spending.

Stock

Shein’s reported purchase of Everlane shows that price trumps principles for many shoppers today

Market Expert May 20, 2026

Everlane is reportedly being sold to Shein. Depop was sold at a markdown. Allbirds is now an AI company. Sustainable fashion is getting less sustainable.

Stock

Trump says he’ll let Warsh ‘do what he wants to do’ with interest rates. It’s a remark that Fed watchers have been bracing for.

Market Expert May 20, 2026

President Donald Trump on Tuesday shifted his message for the Federal Reserve, suggesting he’ll give some slack to incoming Fed chair Kevin Warsh after putting unprecedented pressure on the U.S. central bank for more than a year.

Stock

FCC chair is accused of illegally trying to rein in the media. Here are his biggest controversies.

Market Expert May 20, 2026

A legal watchdog group has asked bar associations to investigate whether Brendan Carr violated ethical obligations in his effort to enforce President Trump’s media agenda.

Commodities

Monday links: here we are

Market Expert May 20, 2026

MarketsSome signs of concern for the stock market. (traderfeed.blogspot.com)Is AI masking other problems for the stock market? (bonddad.blogspot.com)The VIX as measure of risk regimes. (mrzepczynski.blogspot.com)AIThe collective size of the bet on AI is huge. (mailchi.mp)The scale of the rally in semiconductors is stunning. (downtownjoshbrown.com)The NextEra-Dominion deal is, in part, about AI data centers. (cnbc.com)On the challenges of forecasting high growth rates. (mrzepczynski.blogspot.com)More AINo matter where you look today, AI is somehow involved. (theatlantic.com)Financial markets are full up with AI deals. (apollo.com)AI is a technology, not a product. (daringfireball.net)AI is not polling well. (axios.com)RatesThe 2-year Treasury is now trading above the Fed funds rate. (capitalspectator.com)The yield curve is steepening. (econbrowser.com)The FedJay Powell had an eventful eight years as Fed chair. (axios.com)A look at Jay Powell's legacy at the Fed. (newsletter.mikekoncz

Research links: the index rebalancing trade

Commodities

Tuesday links: the end of securities regulation

Market Expert May 20, 2026

MarketsDespite the market moving higher there are signs of risk-off behavior. (trendlabs.com)How does the stock market do after three consecutive years of double digit returns? (ft.com)Emerging market indices are increasingly tech-heavy. (rpc.cfainstitute.org)RatesDon't discount the danger of rising long term interest rates. (allstarcharts.com)The stock-bond correlation is higher when inflation is higher. (behaviouralinvestment.com)Are rising rates a vote on persistent fiscal deficits? (bonddad.blogspot.com)Prediction marketsPolymarket is launching markets based on the performance of private companies. (finance.yahoo.com)Minnesota has banned prediction markets. (npr.org)The CFTC isn't happy about it. (frontofficesports.com)Kalshi and Polymarket have an incentive to solve the insider trading problem. (semafor.com)Unlike in the Senate, House lawmakers and staff can still bet on prediction markets. (npr.org)Private assetsDirect lending volumes really took off after the Fed started raising

Analysis

Transcript: Shelia Bair, former FDIC Chair

Market Expert May 19, 2026

The transcript from this week’s, MiB: Shelia Bair, former FDIC Chair, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube (video), YouTube (audio), and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Masters… Read More The post Transcript: Shelia Bair, former FDIC Chair appeared first on The Big Picture.

Analysis

Generating More Unsolicited Referrals That Actually Turn Into Good-Fit Clients

Market Expert May 19, 2026

When a financial advisory client makes a referral to their advisor, all parties can benefit: the referrer is able to connect a friend or family member with a high-quality financial advisor, the referred individual receives a valuable personal recommendation to a professional who could have a major impact on their life, and the advisor receivesRead More... The post Generating More Unsolicited Referrals That Actually Turn Into Good-Fit Clients first appeared on Kitces.com.

Analysis

Attracting And Retaining HNW Clients By Being More Available For Their Multigenerational Family Needs: #FASuccess Ep 490 With Liz Miller

Market Expert May 19, 2026

Welcome everyone! Welcome to the 490th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Liz Miller. Liz is the founder of Summit Place Financial Advisors, an RIA based in Summit, New Jersey, that oversees approximately $300 million in assets under management for 37 client families. What's unique about Liz, though,Read More... The post Attracting And Retaining HNW Clients By Being More Available For Their Multigenerational Family Needs: #FASuccess Ep 490 With Liz Miller first appeared on Kitces.com.