Moelis & Company
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Scouting Reports
Cheaper Crude Buys the U.S. Consumer Breathing Room
Jun 16, 2026
The planned reopening of the Strait of Hormuz is acting as an immediate pressure release valve for the U.S. consumer. With West Texas Intermediate crude sliding back toward $80 a barrel following a pr
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Weekly Playbook: Regional Banks Face the Fed (OPBK, CWBC, CFFI)
Jun 14, 2026
The Federal Reserve takes the microphone this week, and the stakes for Financials are immediate. Between sticky inflation readings and the Trump administration's fiscal policy pushes, the June 16–17 F
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USMCA’s 50% Rule Hits Auto Supply Chains
May 30, 2026
The automotive trade landscape is facing a structural stress test. In a push to rewrite the integration of the North American supply chain, administration negotiators are proposing a requirement that
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