2 October 2026
•
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.
21 September 2026
Iran's security chief denied any role in Yemen the same day the missile landed.
18 September 2026
Oil dipped below $100 intraday and bond yields pulled back the same day.
17 September 2026
Dot plot: 16 of 18 officials expect at least one more hike before year-end.
16 September 2026
Bessent told Congress buybacks kept rates in check; yields climbed anyway.
15 September 2026
The Fed opens its two-day rate meeting this morning.
14 September 2026
Amodei, Altman, and Musk jointly backed slowing AI development Saturday.
11 September 2026
Trump ruled out an Iran deal; futures have since retreated 4.8% to $97.61.
10 September 2026
Iran strikes keep rattling supply lines; gold up 1.1%.
9 September 2026
Saudi Arabia halted operations at multiple energy sites; 73 were wounded.
8 September 2026
Dow futures fell 308 points as U.S. markets reopened after Labor Day.
7 September 2026
One terminal moves 90% of the country's crude exports.
4 September 2026
AI chip revenue tripled. The market fixated on $34.8B of Q4 guidance.
3 September 2026
Jordan intercepted 10 of 13 missiles. Trump says it won't last long.
2 September 2026
Two Saudi supertankers were hit exiting the Strait hours earlier.
1 September 2026
Jordan intercepted eight. Trump says the US will hit Iran hard.
31 August 2026
Ukraine also hit Russia's second-largest refinery with 62 drones Saturday night.