Logo
Login
Sign Up
Logo

Market News Is Everywhere.
The Read Is Here.

Every morning, Morning Slate connects the stories moving markets and tells you what they mean by tomorrow. Trusted by 25,000+ investors, executives, business owners, and serious readers who want access to alpha.

The AI trade meets the inflation trade

Aug 26, 2026

•

7 min read

The AI trade meets the inflation trade

PCE first, Nvidia after the close. Gold's up 15% in a month. Warsh speaks Friday. Big day.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Bessent launched an "economic D-Day." Oil fell 2.5%.

Aug 25, 2026

•

8 min read

Bessent launched an "economic D-Day." Oil fell 2.5%.

Operation Economic Outcast lands with a cure period, Nvidia Wednesday, PCE Wednesday.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
50% on Canada. 15% on Nvidia. 30% odds of a hike. Welcome to the week.

Aug 24, 2026

•

8 min read

50% on Canada. 15% on Nvidia. 30% odds of a hike. Welcome to the week.

US-Canada tariff war is on. Nvidia's servers cost 15% more. Fed hike odds live at 30%. PCE and NVDA drop Wednesday.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Walmart misses | Ross Stores obliterated | Guess who owns the consumer now

Aug 21, 2026

•

8 min read

Walmart misses | Ross Stores obliterated | Guess who owns the consumer now

Walmart's comps missed for the first time in years. Ross beat by 43%. Off-price is where the American wallet lives.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Target beat by 76%. Stock fell.

Aug 20, 2026

•

7 min read

Target beat by 76%. Stock fell.

The tariff-refund tell in retail earnings. Walmart's turn today. Bessent leans on the long end. UAE severs Iran trade.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The bond market just took the microphone from the Fed

Aug 19, 2026

•

6 min read

The bond market just took the microphone from the Fed

30-year yield at 19-year high. Nikkei down 3%. Fed minutes at 2 PM. And Jensen just wrote a $105 billion IOU.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Load more

©2026 All rights reserved. Morning Slate, a brand of Traders & Quants, LLC.

Privacy Policy | Terms of Service | SMS Terms