Past digests

Sun 01 Nov 2026 · Weekend Edition

Today's scan returned no fresh material from the financial press. Tomorrow's digest at 7:30 BST.

Sat 31 Oct 2026 · Weekend Edition

Today's scan returned no fresh material from the financial press. Tomorrow's digest at 7:30 BST.

Fri 30 Oct 2026 · New York Edition

Today's scan returned no fresh material from the financial press. Tomorrow's digest at 7:30 BST.

Fri 30 Oct 2026 · London Edition

Today's scan returned no fresh material from the financial press. Tomorrow's digest at 7:30 BST.

Thu 29 Oct 2026 · New York Edition

Today's scan returned no fresh material from the financial press. Tomorrow's digest at 7:30 BST.

Thu 29 Oct 2026 · London Edition

Today's scan returned no fresh material from the financial press. Tomorrow's digest at 7:30 BST.

Wed 28 Oct 2026 · New York Edition

Today's scan returned no fresh material from the financial press. Tomorrow's digest at 7:30 BST.

Wed 28 Oct 2026 · London Edition

Today's scan returned no fresh material from the financial press. Tomorrow's digest at 7:30 BST.

Tue 27 Oct 2026 · New York Edition

Today's scan returned no fresh material from the financial press. Tomorrow's digest at 7:30 BST.

Tue 27 Oct 2026 · London Edition

Today's scan returned no fresh material from the financial press. Tomorrow's digest at 7:30 BST.

Mon 26 Oct 2026 · New York Edition

Today's scan returned no fresh material from the financial press. Tomorrow's digest at 7:30 BST.

Mon 26 Oct 2026 · London Edition

Today's scan returned no fresh material from the financial press. Tomorrow's digest at 7:30 BST.

Sun 25 Oct 2026 · Weekend Edition

Today's scan returned no fresh material from the financial press. Tomorrow's digest at 7:30 BST.

Sat 24 Oct 2026 · Weekend Edition

Today's scan returned no fresh material from the financial press. Tomorrow's digest at 7:30 BST.

Fri 23 Oct 2026 · New York Edition

Volvo just told you the bottom isn't in. Believe it.

Fri 23 Oct 2026 · London Edition

Blackstone and Carrier just bought the AI dip. The shorts are crowded.

Thu 22 Oct 2026 · New York Edition

AI fear is back. The vol market is still asleep.

Thu 22 Oct 2026 · London Edition

SpaceX's blowout is real. The $500 target is a guess.

Wed 21 Oct 2026 · New York Edition

Energy sits near 52-week highs. AI's debt is the real story.

Wed 21 Oct 2026 · London Edition

Tesla-SpaceX is optionality. CoreWeave's $51bn is arithmetic.

Tue 20 Oct 2026 · New York Edition

AI capex faith is cracking. Power stocks are the tell.

Tue 20 Oct 2026 · London Edition

Rearmament is a lending business now. JPMorgan got there first.

Mon 19 Oct 2026 · New York Edition

Treasuries are waking up. The crowded short isn't ready.

Mon 19 Oct 2026 · London Edition

The AI trade repriced financing risk. The vol market hasn't noticed.

Sun 18 Oct 2026 · Weekend Edition

AI credit is cracking first. Equities haven't noticed yet.

Sat 17 Oct 2026 · Weekend Edition

High yield is at its 52-week low. Equities aren't.

Fri 16 Oct 2026 · New York Edition

Indonesia fell 28 years in a day. Index inclusion cuts both ways.

Fri 16 Oct 2026 · London Edition

Two bears called the top again. The S&P shrugged.

Thu 15 Oct 2026 · New York Edition

Korea's 7.6% plunge is the AI trade's first real stress test.

Thu 15 Oct 2026 · London Edition

China just made high-end memory cheap. Micron pays.

Wed 14 Oct 2026 · New York Edition

AI's next bottleneck is power. Asia is already building it.

Wed 14 Oct 2026 · London Edition

Korea's free fall is the memory trade's first real crack.

Tue 13 Oct 2026 · New York Edition

Europe's gas squeeze is back. LNG exporters collect the premium.

Tue 13 Oct 2026 · London Edition

Truce headlines hit crude. Russia's broken refineries keep diesel bid.

Mon 12 Oct 2026 · New York Edition

Markets are trading a ceasefire. Brent hasn't noticed.

Mon 12 Oct 2026 · London Edition

Bonds are doing the Fed's tightening. Banks report into it.

Sun 11 Oct 2026 · Weekend Edition

AI's next trade isn't equities. It's the debt funding them.

Sat 10 Oct 2026 · Weekend Edition

Firmus walked. AI's 'any-price' era is over.

Fri 09 Oct 2026 · New York Edition

Refiners print money. AI's IPO window just shut.

Fri 09 Oct 2026 · London Edition

AI's story needs capital markets. Oil's needs a tanker.

Thu 08 Oct 2026 · New York Edition

Samsung's 9x profit says the AI memory cycle isn't done.

Thu 08 Oct 2026 · London Edition

Oil majors are buying Middle East reserves through the Iran war.

Wed 07 Oct 2026 · New York Edition

Private credit is buying Nvidia's next $40bn order. Check the leverage.

Wed 07 Oct 2026 · London Edition

Private credit is now the AI boom's lender of first resort.

Tue 06 Oct 2026 · New York Edition

The bond rout just became corporate America's problem.

Tue 06 Oct 2026 · London Edition

Bond sell-off just reached junk credit. Equities are next.

Mon 05 Oct 2026 · New York Edition

Aramco's price war says one thing about oil. Its own boss says another.

Mon 05 Oct 2026 · London Edition

Schneider dropped $23.7bn on industrial software. That's the arms race now.

Sun 04 Oct 2026 · Weekend Edition

Compute sits at 52-week highs. The consumer sits at lows.

Sat 03 Oct 2026 · Weekend Edition

Inflation's back on the tape. Long bonds pay for it.

Fri 02 Oct 2026 · New York Edition

Trump turned diesel into leverage. Refiners are the collateral.

Fri 02 Oct 2026 · London Edition

Retail piled into long bonds. The Fed just blinked.

Thu 01 Oct 2026 · New York Edition

Retail is buying the bond bottom. The crop tape disagrees.

Thu 01 Oct 2026 · London Edition

Bonds are cheap again. Nobody wants them near a 52-week low.

Wed 30 Sept 2026 · New York Edition

Bonds are cracking. Equities haven't priced it — TLT is 1% off its low.

Wed 30 Sept 2026 · London Edition

Bonds rally on cheap oil, not because the Fed blinked.

Tue 29 Sept 2026 · New York Edition

AI capex is everyone's trade now. Nvidia's passing the risk.

Tue 29 Sept 2026 · London Edition

AI's risk is leaving Nvidia's balance sheet. That's the tell.

Mon 28 Sept 2026 · New York Edition

Bonds' split brain: Iggo calls a bottom, Korea sells off.

Mon 28 Sept 2026 · London Edition

Breadth is lying: tech at highs, credit at 52-week lows.