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Oct 1, 2026

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5 min read

10-Year Hits 24-Year High | France in a Bond Rout | Google Released Gemini 4

The 10-year touched 5.338%, its highest since 2002. France's bond market is breaking down ahead of its budget. Google released its most advanced AI model. Chinese refiners reportedly halted October fuel exports.

Sep 30, 2026

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5 min read

Core PCE Held at 3.0% | Goldman Dropped October | Gulf Crude Is Back, Diesel Isn't

Core PCE came in at 3.0% against a 3.3% forecast, after the government cut July to the same rate. Goldman now calls an October hike unlikely. Gulf crude exports are back to 2025 levels, fuel shipments are at half, and the 10-year touched its highest since 2002.

Sep 30, 2026

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6 min read

Boeing Takes the Navy's Next Fighter | PCE Comes in Soft | Micron After the Bell

Boeing beat Northrop for a Navy fighter program worth more than $20 billion. The Fed's preferred inflation gauge came in softer than expected. October hike odds have fallen to 43% from 71% on Monday. Micron closes out the quarter tonight.

Sep 29, 2026

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6 min read

Fair Isaac Fell 26.5% | OpenAI Launched Dots to Rival Muse | Consumer Confidence Hit a 12-Year Low

Fair Isaac fell 26.5% after Fannie and Freddie put VantageScore on FICO's pricing grid. OpenAI launched dots to rival Meta's Muse. Conference Board confidence hit its lowest since 2014, and Carnival jumped 13% on record 2027 bookings.

Sep 29, 2026

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5 min read

AMD Bought World Labs | Anthropic Filed IPO | Burry Is Moving Up His AI Bear Timeline

AMD acquired AI firm World Labs for $8.2 billion. Anthropic's IPO filing warned of existential AI risk. Michael Burry is accelerating his bearish AI thesis. Futures are mixed. Yields are holding near 19-year highs.

Sep 28, 2026

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6 min read

Boeing Has Software Glitch | Meta Enterprise AI | Cook Said AI Won't Cool Inflation

Meta hired MongoDB's CEO to lead enterprise AI sales. Boeing confirmed a navigation software glitch on its next jet. Fed Governor Cook said AI is adding to inflation, not reducing it. Software stocks fell broadly.

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