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Sep 26, 2026

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6 min read

TRADERS & QUANTS - SATURDAY RECAP

The Long End Finally Moved | Oil Talks Lasted Five Minutes | The Index Rose Without the Average Stock

Sep 25, 2026

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5 min read

Saudi Exports at 7-Month High | Meta Slipped | PE Insurers Hold $321B in Hidden Risk

Saudi crude exports hit their highest level since the war began. PE-linked insurers hold $321 billion in affiliated investments with almost no public disclosure. The week closes with all three indexes up.

Sep 25, 2026

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5 min read

Akamai Landed $11.6B Anthropic Deal | Costco Beat | Xi Said Cooperate on AI

Akamai signed an $11.6 billion compute deal with Anthropic. Costco beat estimates. Xi told Trump the US and China should cooperate on AI. The bond selloff is pausing. Futures are higher.

Sep 24, 2026

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5 min read

The 30-Year Hit a 2004 High | Oracle Invoked Force Majeure | Three Fed Officials Leaned Toward a Hike

Stocks closed flat while long bonds sold off for a second day. Oracle sought room to pay late on a Stargate site, and October hike odds slipped as yields climbed.

Sep 24, 2026

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6 min read

Trade Truce Extended | 30-Year at 2004 High | SoftBank Borrowed $11B

The US-China trade truce is extended to January 10. The 30-year Treasury yield hit its highest level since 2004. SoftBank borrowed $11 billion in bonds to fund its final OpenAI payment. Futures are down sharply.

Sep 23, 2026

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6 min read

The 10-Year Hit 5.1% | Oil Reversed | McDonald's Fell to 2022 Lows | October Hike Now 70%

The 10-year yield hit its highest level since 2007. Oil reversed and climbed back above $92. October hike odds jumped to 70%. McDonald's fell to its lowest since 2022. Meta held up while everything else fell.

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