PPI flat — below expectations. CPI in line yesterday. Two soft prints in two days. September hike at 35%. Oil down 2%. Record.
Aug 13, 2026
Exactly in line. No surprise. CoreWeave +19%. Super Micro +19%. The hike stays in December. The AI buildout is still accelerating.
Aug 12, 2026
S&P down two straight days. Alphabet −3.8%. Nvidia lines up $500B. The market is de-risking before the verdict.
Aug 11, 2026
CPI Wednesday. Iran demands US withdrawal. Intel dumps $15B in stock. The market is frozen — waiting for the verdict.
Aug 10, 2026
Worst payroll print of the year. Bond yields fell. The Fed hike just got pushed to December. Wall Street celebrated.
Aug 7, 2026
Bessent said Tuesday. Trump said Wednesday. Thursday arrived and the Strait is still closed. Oil rose.
Aug 6, 2026
