Past digests
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.
Mon 22 Jun 2026 · New York Edition
Semis rip, Warsh erases the dot plot, oil’s split.
Mon 22 Jun 2026 · London Edition
Oil's bleeding on peace talks. Supply won't stay quiet.
Sun 21 Jun 2026 · Weekend Edition
Oil’s supply premium evaporates; private credit redemptions mount.
Sat 20 Jun 2026 · Weekend Edition
The Fed just made dollar strength everyone's problem.
Fri 19 Jun 2026 · New York Edition
Trade wars, hawkish Fed — only the dollar works.
Fri 19 Jun 2026 · London Edition
Intel's foundry win meets a bond market that isn't buying the peace.
Thu 18 Jun 2026 · New York Edition
Hawkish Fed, Iran deal spark vicious rotation to AI.
Thu 18 Jun 2026 · London Edition
Warsh and Vance just put 2% inflation in play.
Wed 17 Jun 2026 · New York Edition
The bond rally is a trap; insurers' easy money is gone.
Wed 17 Jun 2026 · London Edition
Central banks are hoarding gold. The dollar’s reserve status is fading.
Tue 16 Jun 2026 · New York Edition
Peace deal prices in inflation relief — tech rips.
Tue 16 Jun 2026 · London Edition
Oil falls on Iran deal; China consumers vanish.
Mon 15 Jun 2026 · New York Edition
Stocks cheer Iran deal. Oil knows better.
Mon 15 Jun 2026 · London Edition
Pimco calls the top; oil calls the bluff.
Sun 14 Jun 2026 · Weekend Edition
Overbought, oversold, and a gold miner meme.
Sat 13 Jun 2026 · Weekend Edition
Peace rally meets crash warning. Someone's wrong.
Fri 12 Jun 2026 · New York Edition
Oil's Iran war premium evaporates on peace hopes.
Fri 12 Jun 2026 · London Edition
Iran strike averted: risk-on blasts off, oil sinks.
Thu 11 Jun 2026 · New York Edition
Iran just handed the ECB a reason to hike.
Thu 11 Jun 2026 · London Edition
Iran war pumps commodities, inflation; tech cracks into correction.