Sep 29, 2026
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9 min read
Goldman flags the worst breadth since 2000. Nvidia answers with a record buyback. Oil above $106. Data day ahead.
Sep 28, 2026
8 min read
Brent back above $106. 10-year at 5.21%. Futures down 0.4%. And the Fed just hiked ten days ago.
Sep 25, 2026
Durable goods and Michigan sentiment land this morning. Costco crushed overnight. The 30-year is rewriting every valuation model in the room.
Sep 24, 2026
7 min read
Flash PMI at 58.4. 10-year at 5.12%. Oil snaps back. Darden and Costco today. Jobless claims at 8:30.
Sep 23, 2026
AMD crossed the line Monday. Intel surged 12%. Trump told the UN he'd "annihilate" Iran or make a deal.
Sep 22, 2026
Intel +12%, AMD +10%, Arm +17%. The AI trade just rotated beneath your feet. Nvidia barely moved.
Sep 21, 2026
Three stories that don't belong in the same sentence, except they do. Monday's Slate.
Sep 18, 2026
Triple witching meets a Fed and BOJ hike on the most loaded Friday of 2026.
Sep 17, 2026
Retail sales beat by a mile. The Fed hiked anyway. Lennar's earnings tell you who's paying the price.
Sep 16, 2026
Gas at $4.32, diesel at $6, Brent above $105. The Fed raises rates anyway. Here's why it matters.
Sep 15, 2026
Oil above $105. The 10-year at 5%. An AI safety scare rattling $4T in market cap. Hike odds at 89%. Day one of the FOMC starts now.
Sep 14, 2026
Anthropic, OpenAI and xAI agree: slow down. Nasdaq futures slide 1.2%. Brent crude pushes past $107. Wednesday's Fed decision just got heavier.
Sep 11, 2026
S&P down 2% in a week. Oil surged 50% since July. The 10-year touched 4.97%. Now CPI either seals the hike or buys the Fed one more month.
Sep 10, 2026
OpenAI cracked Navier-Stokes. Apple's foldable flopped with traders. PPI, ECB, Oracle, and $100 oil all landing today.
Sep 9, 2026
The $2,000 iPhone Ultra debuts at 1 PM ET. Oil hits $100. Treasury's buyback starts today. CPI Friday.
Sep 8, 2026
Aramco's Jazan refinery hit again. Canada fires back on $27.6B of US goods. The week that decides September starts now.
Sep 7, 2026
4 min read
Nearly 100 years of data say this month is different. This year it comes with real tests.
Sep 4, 2026
Vance calls Fed policy "malpractice." Waller channels John Lennon. Lululemon falls below $100. NFP at 8:30.
Sep 3, 2026
Dell's backlog is the size of a small country's GDP. Broadcom beats and drops. Nvidia nears Hugging Face. ISM Services today.
Sep 2, 2026
Eurozone inflation hits 3.3%. ECB hikes Sep 10. Fed odds at 68%. Oil back above $90. Both sides of the Atlantic tightening at once.
Sep 1, 2026
First CEO change in 15 years. First product event in 8 days. First $5T legacy to defend.
Aug 31, 2026
6 min read
September hike odds hit 60%. US strikes Iran. Musk yanks Cursor from OpenAI's stack.
Aug 28, 2026
5 min read
The AI trade is splitting in two. Warsh speaks at 10 AM. The labour market gets a recount.
Aug 27, 2026
Data center revenue $89B, guide $108B, and inflation still at 3.7%. Somebody has to blink.
Aug 26, 2026
PCE first, Nvidia after the close. Gold's up 15% in a month. Warsh speaks Friday. Big day.
