The briefing Wall Street & C-Suites are reading.
Sep 17, 2026
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4 min read
Trump demands lower interest rates after Fed decision, House votes to curb AI data center costs, top US and China trade officials hold talks, SpaceX stock pops ahead of Starship launch, and top sovereign wealth fund execs warn of impending pullback in US stocks...
Sep 16, 2026
Markets brace as Fed expected to hike rates for first time in 3 years, bond market’s ‘extreme’ short counting on it, 10-year yield hits highest level since 2007, diesel keeps breaking records, and crypto stocks sink after Senate rejects Clarity Act...
Sep 15, 2026
Trump and Huang unite against AI doomers, AI slowdown calls prompt chip selloff, US 10-year breaches 5%, oil execs say the great fuel crisis is here, and Costco puts limits on how much gas members can buy...
Sep 14, 2026
3 min read
Inflation comes in hot boosting rate hike odds, AI CEOs rattle the AI stock trade, Tesla to unveil long-delayed Roadster on Oct. 1, Anthropic has chosen the Nasdaq for its IPO listing, and no OpenAI IPO in 2026—firm to prioritize safety...
Sep 11, 2026
Wall Street braces for August inflation report, ECB hikes interest rates, bond selloff sends 10-year yields to near 5%, oil jumps to $105, and Wall Street says Apple's new foldable iPhone has 2 problems...
Sep 10, 2026
Bond yields spike after Bessent increases buybacks, Apple debuts biggest-ever device revamp, Barclays lifts S&P 500 year-end target to 7,950, oil's "new normal", and disgruntled researcher says AI 'could kill us all by the end of the decade'...
Sep 9, 2026
Dow drops 600 points, Bessent's debt buybacks put Wall Street on edge, oil near $100 threatens stocks’ stellar run, Meta introduces Muse, , and LIV Golf files for bankruptcy protection...
Sep 8, 2026
The stock market’s breezy summer is over, Trump turns up the heat on Warsh as Fed rate hike looms, Saudi Arabia’s big AI bet, bond traders brace for more swings, and 3 big things to watch in this shortened trading week...
Sep 4, 2026
Fed Governor floats September rate hold, Google avoids another breakup, Nvidia to buy Hugging Face for $13B, Lululemon plunges 15%, and Maria Bartiromo fired by Fox...
Sep 3, 2026
Stocks reclaim some shine, Goldman Sachs warns investors to expect lower returns, US bond yields continue to climb, Uber to cut 10% of jobs, and 89% of Americans say government corruption is widespread...
Sep 2, 2026
Bessent’s bond gains wiped out, oil prices push global bond market to the edge, John Ternus confronts Apple’s AI era, Alphabet stock tanks, The Fed’s forecasts keep missing—so it may stop making them...
Sep 1, 2026
Stocks cap winning month, bonds shaken and stirred, Bessent faces G20 ‘credibility test’, Trump and AI investors wage campaign to save data centers, and End of an era at Apple: Tim Cook’s last day as CEO...
Aug 31, 2026
The sudden unraveling of Wall Street’s momentum trade, Warsh sharpens inflation warning at Jackson Hole, Venezuelan oil will be used to refill US reserve, appeals court rules against prediction markets, and Wall Street's calm is colliding with its most volatile stretch...
Aug 28, 2026
Nvidia breaks its post-earnings curse, Alphabet sheds $700B in market value, Venezuela weighs OPEC exit, Citadel notches record $7.3B trading revenue, and Trump family crypto bank backed by Abu Dhabi royal...
Aug 27, 2026
Nvidia posts blowout quarter, global trade tensions grow with no end in sight, dollar and bond markets 'on edge', Meta to pay $18B in social media claims, and Apple sets iPhone launch event for Sept. 9 under new CEO...
Aug 26, 2026
Canada strikes back with retaliatory tariffs, all eyes on Nvidia earnings, Trump discloses over 1,000 new stock trades, hedge fund legend slams Treasury's bond buybacks, and SpaceX plans to build the ‘biggest launch site on Earth’...
Aug 25, 2026
Investors counting on Nvidia to keep the AI party going, Nvidia sees 7th-straight drop ahead of earnings, Wall Street rotating out of 2026's biggest winners, the gold rally gains momentum, and US tells Iran’s trade partners to cut ties or face sanctions...
Aug 24, 2026
Bessent has no easy fix for bond yields, US-Canada rift deepens over tariffs, the return of the debasement trade, Nvidia customers notified about price hikes, and Trump discloses 1,000 stock trades in June...
Aug 21, 2026
Treasury yields rebound, Bessent signals more Treasury buybacks ahead, Fed and Treasury appear at odds when it comes to the markets, the software buyout wave is upon us, and Walmart posts weakest sales growth in six years...
Aug 20, 2026
US national debt surpasses $40 trillion, Treasury doubles down, Bessent most interventionist Treasury Chief in decades, Moderna skyrockets, and Trump says US starting 'economic warfare' operation against Iran...
Aug 19, 2026
Nvidia, AMD, Micron lead chip stocks selloff, Wall Street sees no end in sight to global bond selloff, Unitree pops 542% in Shanghai debut, AI optimism fades among young adults, and Wall Street may have found its party pooper...
Aug 18, 2026
Bond selloff drives 30-year yields to highest since 2007, Nvidia to provide up to $10B backstop for OpenAI data center, US awards Raytheon $22.9B deal, Nike hits 12-year low, and SpaceX's major investors are finally visible...
Aug 17, 2026
Markets just flipped the script on Warsh's Fed, 20-yr bond sale to test demand, stock-picking funds are performing worse than ever, JPMorgan could soon be the first $1 trillion bank, and Trump family’s World Liberty Fi gets preliminary approval to launch a bank...]
Aug 14, 2026
Costliest US bond sale since ’01, Musk and Zuck make AI comebacks, Ackman buys Netflix again four years after exit, Workday posts best day in 10 years on Silver Lake takeover, and CXMT becomes China’s most valuable company...
Aug 13, 2026
Markets get inflation relief, cooler CPI bolsters case for Fed to hold rates, US sent back $33.4B in tariff refunds in July, CoreWeave stock surge gives the AI Trade a boost, and S&P earnings are so good investors are starting to worry...
