Publications

The jobs report hit 162,000. The market expected 53,000.

July revised from negative to positive. Yields jumped. The dovish trade died in one morning. CPI on the 10th decides what comes next.

Sep 4, 2026

Yields fell. Everything rallied. All eleven sectors closed green.

Two dovish Fed voices in two days. ADP weak. Jobless claims rising. Snowflake exploded 20%. The 10-year dropped to 4.75%. Tomorrow's jobs report decides if the bond market is right.

Sep 3, 2026

Dell surged 13%. Nine of eleven sectors closed red. The market rose anyway.

Williams said "no clear signs" of a September hike. ADP showed 38,000 jobs — half what was expected. Nvidia and Dell carried the indexes. The rest of the market kept falling.

Sep 2, 2026

The tankers are getting hit now.

Two oil ships struck overnight in the Strait. Brent touched $95. The 10-year yield hit its highest since January 2025. The S&P fell to its lowest level since early August.

Sep 1, 2026

The sanctions strategy lasted five days.

Sunday the U.S. struck Iran's rocket launchers. Oil jumped back to $90. Brent swung between $72 and $102 this month. August ended up. September starts with fire.

Aug 31, 2026

Warsh committed to a discipline, not to a decision. The market heard both.

September hike odds jumped to 60%. Marvell fell 7.8% on another beat-and-sell. PayPal plunged 13%. The S&P fell Friday but posted its first positive week in three.

Aug 28, 2026