While you wait for the next one, take a look at 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.