Archive
Daily Market Briefings
Macro data, market themes, and the stocks with real signal — published every trading morning.
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July 31, 2026
Tech earnings are rewriting the narrative. Microsoft surged 15% and Amazon jumped more tha
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July 30, 2026
Iran's surprise attack and the U.S.-China tech cold war are driving the session. Middle Ea
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July 29, 2026
The Fed holds at 3.63% today, but the real story is what surrounds that pause: the 10-year
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July 28, 2026
The clearest signal today is an AI-driven chip selloff rippling across Asia — South Korea'
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July 27, 2026
The dominant force Monday is geopolitical relief: the U.S. and Iran paused military strike
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July 23, 2026
Oil is the session's defining force: Brent has surged past $98 a barrel after Houthi attac
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July 22, 2026
Oil is the macro story today: Brent has pushed past $94 a barrel after Trump downplayed th
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July 20, 2026
Bonds are unsettled today as oil and gas prices climb and the market braces for AI-sector
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July 16, 2026
Markets are grinding through a holding pattern with macro data locked in stasis — CPI at 3