Delta's Fuel Shock Tests the Limits of Pricing Power
Grant Calloway breaks down Delta Air Lines' earnings miss as surging fuel bills test corporate pricing power despite strong consumer demand. Plus, an analysis of market futures, SpaceX's spectrum deal, and the ongoing tension between robust earnings growth and volatile energy costs.
8 Oct 2026
Fed Friction, $100 Oil, and PepsiCo's Margins
Grant Calloway breaks down the Fed's divided rate hike minutes, surging oil prices, and rising bond yields. Plus, an inside look at earnings from PepsiCo and Levi Strauss to see if corporate cost-cutting can truly outrun tightening macroeconomic pressure.
7 Oct 2026
Yield Shock: 30-Year Rates Hit 5.7% as Fed Minutes Loom
With the 30-year Treasury yield touching 24-year highs and crude oil back above $100, Grant breaks down market tension ahead of the Fed's crucial meeting minutes. Plus, an analysis of Constellation Brands' messy earnings drop and whether earnings growth can realistically outrun surging interest rates.
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