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.

Wed 15 Jul 2026 · New York Edition

Bitcoin $65k on cooling inflation. Warsh says not so fast.

Wed 15 Jul 2026 · London Edition

Oil-driven rate-hike bets clash with AI euphoria.

Tue 14 Jul 2026 · New York Edition

Hormuz spike crushes bonds and stocks. Only oil wins.

Tue 14 Jul 2026 · London Edition

Oil spike and AI selloff shred the everything-long trade.

Mon 13 Jul 2026 · New York Edition

Iran strikes rock markets, but Chinese AI is stealing the show.

Mon 13 Jul 2026 · London Edition

Iran strikes tank bonds and gold; rate fears trump safe havens.

Sun 12 Jul 2026 · Weekend Edition

Hormuz is closed. The market hasn't woken up yet.

Sat 11 Jul 2026 · Weekend Edition

Crypto's bank and Nanya's chips: two distinct bull runs on a quiet macro day.

Fri 10 Jul 2026 · New York Edition

The VIX is lying. Nasdaq volatility says hedge.

Fri 10 Jul 2026 · London Edition

The 2026 chip trade is fracturing. Software is stirring.

Thu 09 Jul 2026 · New York Edition

Iran bombs, stocks buy. The gap can't last.

Thu 09 Jul 2026 · London Edition

Oil jumps 6% on Iran. The Strait of Hormuz is shutting down.

Wed 08 Jul 2026 · New York Edition

Iran ceasefire collapses. Oil spikes, futures dive.

Wed 08 Jul 2026 · London Edition

Tech is selling off, oil is spiking, Japan is fleeing. Buckle up.

Tue 07 Jul 2026 · New York Edition

Dow at 53k. Tech volatility is the real story.

Tue 07 Jul 2026 · London Edition

China slowdown, Japan yields, oil surplus – the market yawns.

Mon 06 Jul 2026 · New York Edition

Gold M&A signals the yield hunt is back.

Mon 06 Jul 2026 · London Edition

Iran war aftermath lifts gold, sinks China, keeps rates tight.

Sun 05 Jul 2026 · Weekend Edition

Rotation is real: BTIG bets on broadening; oil and EV fundamentals back it.

Sat 04 Jul 2026 · Weekend Edition

Russell 2000's 22% run masks software loan distress.

Fri 03 Jul 2026 · New York Edition

Crypto squeezed. Jobs stalled. The Fed tiebreaker.

Fri 03 Jul 2026 · London Edition

AI boom, small-cap rally, and record leverage — pick your poison.

Thu 02 Jul 2026 · New York Edition

Defense IPO delay signals peak. Google fined $6bn, Meta disrupts cloud.

Thu 02 Jul 2026 · London Edition

The Mag7 just lost $2T in June — Burry says it's just the start.

Wed 01 Jul 2026 · New York Edition

Alcoa’s $5.6bn deal says the commodity cycle isn’t over.

Wed 01 Jul 2026 · London Edition

Commodity consolidation meets currency carnage — VIX ignores crash warnings

Tue 30 Jun 2026 · New York Edition

Tech rotation deepens, oil glut, yen 39-year low.

Tue 30 Jun 2026 · London Edition

AI capex hits $520bn. The rotation just got real.

Mon 29 Jun 2026 · New York Edition

Capex is booming. The leverage unwind is not priced in.

Mon 29 Jun 2026 · London Edition

US exceptionalism thrives while crypto bleeds.

Sun 28 Jun 2026 · Weekend Edition

Debasement trade unwinds. Hormuz keeps oil bid.

Sat 27 Jun 2026 · Weekend Edition

The AI unwind is real. Healthcare is the new safety trade.

Fri 26 Jun 2026 · New York Edition

Micron soars, Apple sinks: the memory crunch is real.

Fri 26 Jun 2026 · London Edition

Micron saved AI. Now watch bonds and oil.

Thu 25 Jun 2026 · New York Edition

Strong dollar squeezes gold, oil, and the debasement trade.

Thu 25 Jun 2026 · London Edition

Micron's profit surge revives AI. The dollar's just getting started.

Wed 24 Jun 2026 · New York Edition

Mag Seven to Lag Seven. That's a regime change.

Wed 24 Jun 2026 · London Edition

Markets seek bottoms. The trade is anti-AI hedges, nuclear, Japan.

Tue 23 Jun 2026 · New York Edition

Gold and stocks are falling together. That's the real signal.

Tue 23 Jun 2026 · London Edition

Semis are partying. The power bill just arrived.