Macro
US inflation data and the Fed: how it moves markets
A framework for reading CPI, FOMC expectations, bond yields, the dollar, gold, growth stocks, and crypto — all in one place.
Signal Board
S&P 5005,431+0.62%
NASDAQ17,842+0.91%
DXY104.38-0.24%
US10Y4.28%+3bps
GOLD2,341+0.45%
WTI78.10-1.02%
BTC67,420+2.14%
ETH3,512-0.58%
VIX13.4-4.1%
Weekly market intelligence · Jul 2026 edition
Market news that turns noise into tradable context.
Kerly Finance distills macro data, central-bank policy, earnings, crypto flows, forex, bonds, and commodities into clear briefs for reading market direction.
8Asset classes
120+Briefs published
WeeklySunday cadence
Risk Sentiment Index
Kerly Composite
Live
62.4
+4.8 Risk-On
Breadth improving · yields stable · crypto flows positive
Equities+0.8%
Crypto+2.1%
Dollar-0.2%
Editorial standard
Source-led. No hype.
34+Macro & rates briefs
8Asset classes covered
100%Source-led analysis
0Hype, ever
Featured
Featured Intelligence
Hand-picked analysis from the Kerly research desk: what the catalyst is, which assets are sensitive, and how to read it.
Equities
The AI stock rally: valuation, earnings, and correction risk
Telling healthy profit growth from euphoria while tech leads global indices.
Strategy
Risk-on vs risk-off: a weekly checklist
A practical framework for tracking DXY, US10Y, gold, oil, crypto, breadth, and rotation.
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Pick a research theme to build a complete market view — from macro catalysts to asset positioning.
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Fresh from the research desk
Forex
A stronger US dollar: how DXY hits emerging markets
DXY, yields, capital flows, and risk assets often move in the same chain. Here's how to read it.
Bonds
Rising bond yields: why growth stocks come under pressure
Higher yields change the discount rate, valuations, sector rotation, and risk appetite.
Commodities
Gold's rally: safe haven, real yield, and strategy
Gold isn't only a fear trade. Real yields, the dollar, inflation, and liquidity all matter.
Crypto
Bitcoin ETF flows: reading institutional demand
ETF flows, futures basis, funding rates, and dominance map the quality of a crypto rally.
Earnings
Earnings season: three numbers that move stocks
Revenue, margins, and guidance often matter more than the headline EPS print.
Strategy
Building a trading watchlist for high volatility
A framework for sorting setups, catalysts, technical levels, liquidity, and risk.
About Kerly Finance
Independent research for market readers.
Kerly Finance is a reading room for investors and traders who want to understand the big story before it turns into price. Every brief follows an editorial structure: the thesis, the data to check, the sensitive assets, the risks, and the scenarios that follow.
Macro & Rates
Stocks & Earnings
Crypto Flows
Market Strategy
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