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2 October 2026

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1 min read

WTI settled at $92.87, up $2.45 on the day

China suspended October fuel exports the same afternoon; diesel is $6.51 a gallon.

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1 October 2026

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2 min read

The 10-year is at 5.29%, a level not seen since 2002

Core PCE printed 0.2%, below the 0.3% forecast — bonds sold off anyway.

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30 September 2026

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2 min read

The 30-year reached 5.61%, its highest since 2002

Six straight sessions of selling; the 10-year sits at 5.28% this morning.

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29 September 2026

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2 min read

The 10-year yield hit 5.24%, a 19-year high

Dow shed 347 points and the S&P lost 0.77% on the same session.

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28 September 2026

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2 min read

WTI up 1.3% to $93.62 as Trump rejects the Hormuz deal

WTI up 1.3% to $93.62 as Trump rejects the Hormuz deal

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25 September 2026

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2 min read

The Treasury 30-year touched 5.44%, its highest since 2004

The 10-year is at 5.20%, up 8bp, and the buyback program hasn't slowed it.

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24 September 2026

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1 min read

The Treasury 10-year surged to 5.12%, up 16bp overnight

The 5-year breached 5% for the first time since 2007, before Bear Stearns existed.

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23 September 2026

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1 min read

Oil fell under $90 in a sixth straight session. Nine more inside.

Trump says deal or annihilation, and the Fed still wants to hike.

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22 September 2026

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1 min read

WTI dropped 4.5%, its first close back below $100

Bitcoin gained 6.4% in the same session — the sharpest two-way move of the day.

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21 September 2026

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2 min read

Houthis hit Riyadh, their first strike on a Gulf capital

Iran's security chief denied any role in Yemen the same day the missile landed.

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18 September 2026

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2 min read

Stocks had their best session in a month, S&P 500 up 1.12%

Oil dipped below $100 intraday and bond yields pulled back the same day.

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17 September 2026

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2 min read

The Fed hiked 25bp, its first increase since July 2023

Dot plot: 16 of 18 officials expect at least one more hike before year-end.

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16 September 2026

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1 min read

The 10-year yield closed above 5% for the first time since 2007

Bessent told Congress buybacks kept rates in check; yields climbed anyway.

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15 September 2026

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2 min read

The 10-year yield touched 5%, first time since October 2023

The Fed opens its two-day rate meeting this morning.

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14 September 2026

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2 min read

Rate Hike Odds Hit 86%; Fed Meets Tomorrow

Amodei, Altman, and Musk jointly backed slowing AI development Saturday.

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11 September 2026

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2 min read

WTI crude closed at $102.48, up 6.7%

Trump ruled out an Iran deal; futures have since retreated 4.8% to $97.61.

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10 September 2026

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2 min read

Brent crude topped $100 for the first time since July

Iran strikes keep rattling supply lines; gold up 1.1%.

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9 September 2026

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2 min read

Brent touched $99. Houthis struck Aramco in four cities

Saudi Arabia halted operations at multiple energy sites; 73 were wounded.

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8 September 2026

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2 min read

WTI at $93.29, a six-week high

Dow futures fell 308 points as U.S. markets reopened after Labor Day.

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7 September 2026

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2 min read

CENTCOM struck three Iranian tankers near Kharg Island

One terminal moves 90% of the country's crude exports.

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4 September 2026

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1 min read

Broadcom Beat Estimates, Then Fell 6% After Hours

AI chip revenue tripled. The market fixated on $34.8B of Q4 guidance.

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3 September 2026

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1 min read

Iran Hit U.S. Bases in Four Countries Overnight

Jordan intercepted 10 of 13 missiles. Trump says it won't last long.

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2 September 2026

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2 min read

Dow Falls 419 on Second CENTCOM Strike in Three Days

Two Saudi supertankers were hit exiting the Strait hours earlier.

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1 September 2026

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2 min read

Iran Fired Missiles at U.S. Bases in Jordan Overnight

Jordan intercepted eight. Trump says the US will hit Iran hard.

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31 August 2026

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2 min read

WTI Jumps 2.1% After U.S. Strikes Strait of Hormuz

Ukraine also hit Russia's second-largest refinery with 62 drones Saturday night.

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