Fri 11 Sept 2026 · London Edition

Supply is sticky, fiscal is loose, and rates are the squeeze.

Thu 10 Sept 2026 · New York Edition

Brent above $102. TIPS are the day's under-priced hedge.

Thu 10 Sept 2026 · London Edition

Brent's $100 spike is half the story. China is the other.

Wed 09 Sept 2026 · New York Edition

Oil's $100 print is noise. Europe's gas shortage is the trade.

Wed 09 Sept 2026 · London Edition

Copper hit records. Bonds smell a hike.

Tue 08 Sept 2026 · New York Edition

Copper sets records. Rates are the story nobody's pricing.

Tue 08 Sept 2026 · London Edition

OpenAI Astra relit the memory trade. Copper wants a record.

Mon 07 Sept 2026 · New York Edition

US markets closed; the rest of the world is repricing rates.

Mon 07 Sept 2026 · London Edition

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

Sun 06 Sept 2026 · Weekend Edition

Junk at 52-week lows, oil at highs — fade the crowd.

Sat 05 Sept 2026 · Weekend Edition

Bonds cracked on hot jobs. Equities are still pretending.

Fri 04 Sept 2026 · New York Edition

Diesel hit a record. The market still isn't pricing it.

Fri 04 Sept 2026 · London Edition

Dollar soft, commodities bid. The trade is Asia's FX split.

Thu 03 Sept 2026 · New York Edition

XLE at its high, TLT at its low. Rebalance.

Thu 03 Sept 2026 · London Edition

Weak ADP, surging yields: the broad market's easy trade is over.

Wed 02 Sept 2026 · New York Edition

War-flation: crude near $95, bonds at decade-plus highs.

Wed 02 Sept 2026 · London Edition

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

Tue 01 Sept 2026 · New York Edition

Oil ripped, bonds bled, and equities haven't caught up yet.

Tue 01 Sept 2026 · London Edition

Japan's 10-year yield cracked 3%. The reflation trade is real.

Mon 31 Aug 2026 · New York Edition

Oil ripped. Warsh said not so fast on cuts.

Mon 31 Aug 2026 · London Edition

Yen breaks 160. Momentum's unraveling is the real story.

Sun 30 Aug 2026 · Weekend Edition

Fiscal pain is the trade. Equities have not priced it.

Sat 29 Aug 2026 · Weekend Edition

Short end reprices while long end shrugs. Nobody position-sized that.

Fri 28 Aug 2026 · New York Edition

Warsh sets the policy. AI sets the demand.

Fri 28 Aug 2026 · London Edition

Bonds are pricing debasement. Equities haven't noticed.

Thu 27 Aug 2026 · New York Edition

Nvidia validated semis. Sell the bond bounce.

Thu 27 Aug 2026 · London Edition

Everything is a scarcity trade now. That's the tell.

Wed 26 Aug 2026 · New York Edition

Sneaker unwind meets a copper-and-wheat panic. Bonds are the tell.

Mon 03 Aug 2026 · New York Edition

Iran fears just vanished. Oil doesn't believe it.

Mon 03 Aug 2026 · London Edition

The yen just got a coordinated lifeline from Washington.

Sun 02 Aug 2026 · Weekend Edition

Cloud saves the AI trade. Open-source could wreck it.

Sat 01 Aug 2026 · Weekend Edition

Amazon rockets, Apple craters. AI fund implodes.

Fri 31 Jul 2026 · New York Edition

Inflation hedges are cheap. The AI party won't last.

Fri 31 Jul 2026 · London Edition

Iran risk premium resurfaces, squeezing risk assets from both sides.

Thu 30 Jul 2026 · New York Edition

TLT at 52-week low, USO near highs, Fed hawkish—pain trade continues.

Thu 30 Jul 2026 · London Edition

Oil spikes, tech tensions flare, and bonds puzzle over the Fed.

Wed 29 Jul 2026 · New York Edition

Korea's 13% plunge is a margin call on AI.

Wed 29 Jul 2026 · London Edition

China cracks the AI hardware trade.

Tue 28 Jul 2026 · New York Edition

China's chip advance just pulled the AI rug. Sell the hype.

Tue 28 Jul 2026 · London Edition

SK Hynix’s $570B rout is the AI reckoning gone global.

Mon 27 Jul 2026 · New York Edition

Iran pause fuels stock rally; oil's split brain deepens.

Mon 27 Jul 2026 · London Edition

Stocks party on Iran pause. AI's revolt is the hangover.

Sun 26 Jul 2026 · Weekend Edition

The $700bn AI bonanza drowns out everything else.

Sat 25 Jul 2026 · Weekend Edition

China is winning the Middle East war. Gold wins, dollar loses.

Fri 24 Jul 2026 · New York Edition

Stocks are pricing perfection. The rotation trade is the safety valve.

Fri 24 Jul 2026 · London Edition

Oil at $100. Everything else is just reacting.

Thu 23 Jul 2026 · New York Edition

Oil at $98. The AI selloff is an invitation.

Thu 23 Jul 2026 · London Edition

Oil and yields rise; AI corrects. The bull market is recalibrating.

Wed 22 Jul 2026 · New York Edition

Pharma craters on Trump tariff. SMCI defies gravity.

Wed 22 Jul 2026 · London Edition

Oil burns. Dimon says sell everything.

Tue 21 Jul 2026 · New York Edition

Goldman's $120 Brent call is the day's least-priced risk.

Tue 21 Jul 2026 · London Edition

Gas over $4 and oil spiking: Iran is the midterms' hidden tax.

Mon 20 Jul 2026 · New York Edition

Iran war lifts oil; Mag7 is yesterday's trade.

Mon 20 Jul 2026 · London Edition

Oil rips above $90 on Iran. Bonds fall, stocks shrug.

Sun 19 Jul 2026 · Weekend Edition

Oversold tech bounces? Bitcoin's betting $72k. Oil's tank is empty.

Sat 18 Jul 2026 · Weekend Edition

Chip selloff forces rotation to small caps.

Fri 17 Jul 2026 · New York Edition

Crowded trades crack: chips and crude take a hit.

Fri 17 Jul 2026 · London Edition

Nvidia slashes customers. TSMC bets the farm. Oil is a fuse.

Thu 16 Jul 2026 · New York Edition

Oil supply crisis; AI earnings mirage.

Thu 16 Jul 2026 · London Edition

AI bull returns; oil holds war bid; financials hit records.