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Confidence at a 12-year low. Stocks barely moved.

Confidence at a 12-year low. Stocks barely moved.

The Expectations Index hit 63.6. Below 80 has flagged a recession within 12 months.

Sep 29, 2026

Trump walked. Oil hit $96. Yields at 5.24%.

Trump walked. Oil hit $96. Yields at 5.24%.

Friday's diplomacy floor cracked Monday morning. The S&P fell half a percent.

Sep 28, 2026

Biggest bond rout in a year. Stocks still gained.

Biggest bond rout in a year. Stocks still gained.

Oil fell, AI rallied, and all three indices finished the week green.

Sep 25, 2026

Mortgages hit 7.37%. The market barely blinked.

Mortgages hit 7.37%. The market barely blinked.

A trade truce, Iran deal rumors, and Xi's tone did what the data couldn't.

Sep 24, 2026

The 10-year hit 5.11%. Highest yield since 2007.

The 10-year hit 5.11%. Highest yield since 2007.

Manufacturing PMI came in at 56.7. Two days of relief, erased in one session.

Sep 23, 2026

Schwab fell 6%. The Nasdaq hit a record.

Schwab fell 6%. The Nasdaq hit a record.

The market started pricing AI as a threat to banks, not just a gift to chips.

Sep 22, 2026

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