September 10, 2026 Bonus Content: Brent Above $101: Trade the Floor, Not the Spike A note from our friends at…
Category: Newsletters
The Treasury Tripled Its Bond Buyback. Yields Rose Anyway.
September 10, 2026 Bessent’s $6bn intervention failed to move the long end. PPI this morning, CPI tomorrow, and the Fed…
The Dollar Is at a Four-Month Low as Rate-Hike Odds Rise
September 10, 2026 DXY near 98.6, USD/JPY near 153, and a 10-year yield near 4.85% rarely align. The dollar does…
Washington’s $2.9B Antimony Signal
September 9, 2026 Bonus Content: Nike’s China Online Reset Echoes Its U.S. Wholesale Mistake A note from our friends at…
This Forgotten Metal May Be AI’s Next Bottleneck
September 9, 2026 Bonus Content: PepsiCo’s Growth Engine Has Moved Overseas. That Changes the Trade. A note from our friends…
Done by 10 AM. Here’s how.
September 9, 2026 Bonus Content: Nvidia Holds $105B in Risk. A Credit Rating Could Change That. A note from our…
A Worldwide Gold Lockdown Is Now Underway
September 9, 2026 Bonus Content: Brent Hit $100 Overnight. Saudi Production Sites Are Now the Target. A note from our…
The ECB Hike Is Decided
September 9, 2026 The ECB Hike Is Decided. What Lagarde Says Next Is the Trade. First a note from our…
Bond Borrowers Vanished. Where Does $250B Go?
September 9, 2026 First a note from our friends at America\’s Gold Company_AGC(ad) Central Banks Are Quietly Walking Away From…
The Copper Race Is Coming Back to North America
September 8, 2026 Bonus Content: JPMorgan’s $829M Equity Underwriting Quarter Has a Catch A note from our friends at i2i…