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Jul 31, 2026
Today's data drop is one of those where the good news and the bad news are so tangled together it's hard to know which way to feel — so let's just work through it.
Jul 30, 2026
Three separate stories broke yesterday — and they all landed on the same bruise.
Jul 28, 2026
Two stories today pulling in completely opposite directions: Seoul's market hit the brakes as the AI trade cracked, while a Chinese chipmaker you've never heard of briefly became worth more than Walmart. Same sector, wildly different signals.
Jul 27, 2026
The ceasefire headlines look good, the oil chart looks better, but there's enough still smoldering in this week's data to keep you reading past the fold.
Jul 24, 2026
Twelve consecutive nights of US airstrikes on Iran, a Houthi blockade of Saudi tankers, oil above $100, and a tech-led market rout — it's a lot for a Friday morning, so let's get straight to it.
Jul 23, 2026
Two of the world's busiest oil corridors are under threat at the same time, and the markets are only just starting to price that in.
Jul 22, 2026
Thirty days. That's how long consumers, automakers, and trade lawyers have before a 1930s-era tariff law reshapes the price of everything from a wheel of cheddar to a Chevy built north of the border.
Jul 21, 2026
Nine consecutive nights of strikes, one sentence from Tehran, and suddenly chip stocks are rallying at 2am. It's that kind of market right now.
Jul 20, 2026
The Middle East handed every central banker a problem they can't solve with a spreadsheet this weekend, and markets are already pricing in the damage.
