Daily Newsletter
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Daily Newsletter
Global Market Report: Macro Tensions, Energy Shocks, and Fed Pivots
Friday, September 11, 2026 | Daily briefing on Red Sea supply disruptions, bond yield pressures, central bank rate hikes, and Bitcoin's macro vulnerability. Daily Summary Our View: Everything today hinges on the US...
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Daily Newsletter
Global Markets Briefing: Oil Breaches $100 as Bond Yields Surge and Central Banks Take Center Stage
Thursday, September 10, 2026 | Daily briefing on $100 Brent shocks, Treasury bond battles, ECB rate hikes, and Bitcoin's gamma-bound consolidation. Market Summary Our View: As long as Brent remains above...
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Daily Newsletter
Daily Market Briefing: Oil Nears $100 as Geopolitical Risks and Rate Pressures Escalating
Wednesday, September 9, 2026 | Daily briefing on $100 Brent crude, escalating Middle East conflict, rising Treasury yields, and central bank rate decisions. Daily Summary Our View: We expect Brent to...
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Daily Newsletter
Global Market Recap: Yen Surge, Middle East Escalation, and Fed Rate Hike Odds
Tuesday, September 8, 2026 | Daily briefing on Yen surge, Gulf energy threats, Fed hike odds, and tech divergence. Daily Summary Our view: We expect the rally in the yen...
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Daily Newsletter
Global Market Briefing: Gulf Geopolitical Escalation, Fed Rate Uncertainty, and Crypto Exploits Drive Volatile Outlook
Monday, September 7, 2026 | Daily briefing on Gulf tanker escalations, Fed rate hike pricing, energy-driven inflation fears, and crypto infrastructure exploits. Daily Summary Our Expectation: Due to the US holiday,...
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Daily Newsletter
Global Market Analysis: Waller Reshapes Rate Expectations as Yen Surges and Bitcoin Reclaims $81k
Friday, September 4, 2026 | Daily briefing on Fed rate expectations, R-star yield pressures, global market rallies, and OpenAI's cyber defense push. Summary of the Day Waller turned the week...
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Daily Newsletter
Daily Market Wrap: Bonds Pause as Yen Surges, Rate Hike Bets Recede, and Commodities Rebound
Thursday, September 3, 2026 | Daily briefing on bond market pause, BOJ rate check rumors, Fed rate hike expectations, and Bitcoin's key cost basis defence. Summary of the Day A...
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Daily Newsletter
Global Market Briefing: War Escalation, Spikes in Bond Yields, and Crypto Resilience
Wednesday, September 2, 2026 | Daily briefing on Middle East conflict, surging bond yields, corporate AI debt, and Bitcoin's resilience. War is Back: Brent Surpasses $95 War has returned as...
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Daily Newsletter
Global Market & Crypto Brief: Yield Surge, Fed Rate Hike Expectations, and Bitcoin’s September Test
Tuesday, September 1, 2026 | Daily briefing on global yield surges, hawkish Fed expectations, commodity inflation, and Bitcoin's structural test. Market Summary The Japanese 10-year bond yield exceeded 3% for...
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Daily Newsletter
Daily Market Brief: Geopolitical Escalation, Hawkish Central Banks, and Crypto Resilience
Monday, August 31, 2026 | Daily briefing on Gulf military escalation, Warsh's hawkish shock, commodity inflation, and Bitcoin's record resilience. Summary of the Day The war has returned to an...
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Daily Newsletter
Global Market Daily: Fed’s Jackson Hole Test, Record Crypto ETF Inflows, and AI Tariff Risks
Friday, August 28, 2026 | Daily briefing on Warsh's Jackson Hole test, record crypto ETF flows, Nvidia's tariff risks, and crude's weekly loss. Daily Summary Today is Warsh’s first Jackson...
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Daily Newsletter
Global Market Analysis: Nvidia Earnings Surprise, Hot PCE Data, and Macro Trends
Thursday, August 27, 2026 | Daily briefing on tech earnings, rising Fed rate hike bets, Asian central bank tightening, and physical commodity gains. Executive Summary Nvidia Crushes Expectations: Revenue Doubles,...
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Daily Newsletter
Daily Market Brief: BTC Encounters Resistance at $81K, Oil Slips, and Markets Await PCE & Nvidia
Wednesday, August 26, 2026 | Daily briefing on Bitcoin's $81K resistance, oil's Hormuz retreat, Nvidia earnings, and upcoming PCE data. Daily Summary Rally Hits a Wall: Bitcoin Rebounds from $81,265. Reaching...
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Daily Newsletter
Bitcoin Surges Past $80,000 as Debasement Trade Ignites: Global Market Analysis
Tuesday, August 25, 2026 | Daily briefing on Bitcoin's $80k breakout, overbought signals, oil's sanctions reaction, tech earnings, and macro inflation outlook. Market Summary Bitcoin surpassed $80,000: trading at $80,781,...
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Daily Newsletter
Macro Market Dispatch: The ‘Bessent Bid’, Yield Capping Failure, and the Hard-Asset Shift
Monday, August 24, 2026 | Daily briefing on Treasury buyback limits, persistent yield pressure, AI capex scrutiny, and Bitcoin's gamma flip. Executive Summary Last week’s “Bessent bid” is no longer...