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Weekly Perspectives - June 21, 2026
US stocks keep setting records, but a few giants are doing the work at valuations seen since 1999. A tougher Fed and a closed Strait of Hormuz test the…
Jun 22
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Crosslight Weekly Perspective - June 14, 2026
A war scare on Tuesday, a record IPO by Friday. And why the quiet $145 trillion bond market sets the price of everything you own.
Jun 14
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Crosslight Weekly Perspecitve - June 7, 2026
A strong May jobs report sent stocks, bonds, gold, and Bitcoin falling together, plus the contrarian case for the yen at a 34-year low.
Jun 7
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May 2026
Crosslight Monthly Perspective - June 2026 (Vol.1, No.3)
A K-shaped split is widening: record highs above, recession signals below. As the era of cheap money ends, valuations and crowding will drive returns…
May 31
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Crosslight Weekly Perspective - May 24, 2026
US stocks near records as sentiment hits a 73-year low. Why the rally now rests on one company, and what Mexico's downgrade means for emerging-market…
May 24
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Crosslight Weekly Perspective - May 17, 2026
Bonds sold off worldwide as inflation ran hot for a third month. Why the UK's gilt revolt is a warning, and why a "Liz Truss moment" is unlikely to hit…
May 17
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Crosslight Weekly Perspective - May 10, 2026
The world's central banks have stopped moving in step. Why that split, alongside a record-low consumer mood, makes the case for owning more outside the…
May 11
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Crosslight Monthly Perspective - May 2026 (Vol.1, No.2)
Tokyo just sold ~$35B to defend the yen, its third try in four years. With a government wanting cheap money and a hawkish BOJ, the Impossible Trinity is…
May 3
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April 2026
Crosslight Weekly Perspective - April 26, 2026
Markets shrug off rising risk as the S&P and NASDAQ set records. Why the Fed vs. President standoff and a steepening curve matter for your portfolio.
Apr 26
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Crosslight Weekly Perspective - April 19, 2026
As a Gulf peace deal lifts markets, Taiwan's bourse hits a record $4.14T. Why one narrow strait now matters as much as the other for your portfolio.
Apr 19
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Crosslight Weekly Perspective - April 12, 2026
A ceasefire rally lifted stocks, but oil's "rockets and feathers" rule means gas stays high. What sticky energy prices mean for your mortgage, savings …
Apr 12
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March 2026
Crosslight Monthly Perspective - April 2026 (Vol.1, No.1)
The dollar surged 3% while the Swiss franc fell 3.8%. That divergence suggests March's rally was driven by transactional oil-dollar demand, not a flight…
Mar 29
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