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Aug 27, 2026
Jackson Hole starts tomorrow, and the economy just handed Kevin Warsh the worst possible warm-up act.
Aug 26, 2026
Nvidia reported last night, and the number is almost difficult to say out loud: $93 billion in a single quarter, and they guided higher.
Aug 25, 2026
Scott Bessent had a busy Sunday. By Monday morning, markets across three continents were already repricing what came next.
Aug 24, 2026
Kevin Warsh walks into Jackson Hole this Thursday inheriting an economy that's simultaneously too hot on inflation and too cold on growth — and the bond market isn't waiting for him to figure it out.
Aug 21, 2026
Three separate stories landed yesterday and they all pointed the same direction. Not a great direction.
Aug 20, 2026
Three separate central bank stories landed this week, and somehow they all point at the same thing: long-end yields are the most contested number in global finance right now.
Aug 19, 2026
Rough night. The Iran ceasefire expired, bond yields hit a 19-year high, and South Korean stocks had one of their worst single days in years. Pour yourself something and let's get into it.
Aug 18, 2026
The strait that moves a fifth of the world's oil is now quieter than your local harbour — and the market is starting to price in the idea that this isn't going away anytime soon.
Aug 17, 2026
Forty-eight hours. That's how long negotiators have to prevent the most disruptive US-Canada trade escalation in a generation — and markets are opening right into it.
