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Sep 14, 2026
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5 min read
Anthropic, OpenAI, and xAI all called for slower AI development over the weekend. Saudi Arabia's bypass pipeline is closed after drone strikes. WTI is near $103. The Fed meets Tuesday.
Sep 13, 2026
6 min read
A Chair Who Stripped Out Forward Guidance Has To Publish A Dot Plot Wednesday.
Sep 12, 2026
The Long End Broke First | CPI Split The Curve | Oil Turned On A Demand Cut | Copper Gave The Record Back
Sep 11, 2026
4 min read
CPI came in at 3.4%. Hike odds jumped. Stocks rallied. Oil fell below $100. The session ran entirely on its own logic.
August CPI is in hand. Oracle jumped 6% after hours on a cloud beat. Bessent is sanctioning a major bank on Monday. The week ends with three live wires and one answer already on the tape.
Sep 10, 2026
Oil hit its highest close since May. Jensen Huang defended Nvidia's financing deals at Goldman's conference and the stock fell anyway. CPI lands tomorrow.