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.