Welcome to the archive. Everything that was worth writing down lives here. Some of it still holds up.
2 October 2026
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1 min read
China suspended October fuel exports the same afternoon; diesel is $6.51 a gallon.
1 October 2026
2 min read
Core PCE printed 0.2%, below the 0.3% forecast — bonds sold off anyway.
30 September 2026
Six straight sessions of selling; the 10-year sits at 5.28% this morning.
29 September 2026
Dow shed 347 points and the S&P lost 0.77% on the same session.
28 September 2026
WTI up 1.3% to $93.62 as Trump rejects the Hormuz deal
25 September 2026
The 10-year is at 5.20%, up 8bp, and the buyback program hasn't slowed it.
24 September 2026
The 5-year breached 5% for the first time since 2007, before Bear Stearns existed.
23 September 2026
Trump says deal or annihilation, and the Fed still wants to hike.
22 September 2026
Bitcoin gained 6.4% in the same session — the sharpest two-way move of the day.
