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Today In Perspective

Today in Perspective analyzes financial and economic events in three dimensions rather than as isolated headlines.

Today In Perspective

What the market did today, what it's pricing in for the next six months, and what to watch tomorrow. Every weekday at 5pm ET.

Today in Perspective analyzes financial and economic events in three dimensions rather than as isolated headlines.

articles

The market just closed. Here's what happened.


The market stopped paying for spending.

The market stopped paying for spending.

TSMC grew earnings 77%, raised its budget, and fell 4%. There's the tell.

Jul 16, 2026

articles

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The market stopped paying for spending.

The market stopped paying for spending.

TSMC grew earnings 77%, raised its budget, and fell 4%. There's the tell.

Jul 16, 2026

Apple hit a record. Micron fell 7%. Same sector.

Apple hit a record. Micron fell 7%. Same sector.

The picks-and-shovels trade just handed the baton to the platforms.

Jul 15, 2026

CPI 3.5%. The number that changed everything.

CPI 3.5%. The number that changed everything.

Largest monthly decline in six years. Warsh called it. Then Trump dropped the toll.

Jul 14, 2026

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