US government bond volumes jumped 29% year over year, but the real question is whether August’s 4.5%...
September 8, 2026 Bonus Content: UBS Now Expects Two Fed Rate Hikes. It’s Still Saying Buy Stocks....
Isar Aerospace reached orbit on its second flight. Here is why RKLB still has the stronger hand.
September 7, 2026 OPEC+ Stopped Pumping More Oil. After six straight monthly increases, the group froze October...
With Brent near $97 and a nuclear deal now officially in doubt, the real trade is building...
September 7, 2026 Bonus Content: Germany’s AfD Just Won 44%. The Bond Market Barely Blinked. A note...
With a September 17-18 hike now the odds-on call, the 2027 easing trade needs a hard reset.
September 6, 2026 The market cheered 50,000 more job cuts. The math still needs a €19 billion...
Small caps closed at 2,975.65 while the S&P 500, Dow, and Nasdaq fell, and 3,000 now decides...
September 6, 2026 Bonus Content: Jane Street’s $19 Billion GPU Bet: Genius or Warning? A note from...
