Week in review of the events impacting the markets
Sep 18, 2026
One day after the first hike in three years, stocks rallied, the 10-year slipped back under 5%, and the auction we warned you about went badly. Nobody cared.
Sep 17, 2026
Twelve votes to nothing, a quarter point, and sixteen of eighteen officials wrote down that it was the small one.
Sep 16, 2026
Yesterday we said the noon auction was the one thing that could ruin everyone's day. It ruined everyone's day.
Sep 15, 2026
Anthropic and OpenAI asked AI to slow down, chip stocks had their worst day since July, the 10-year touched 5%, and Saudi Arabia shut its pipeline around Hormuz. The Fed starts meeting today.
Sep 14, 2026
The Fed's hike is priced like a sure thing. The real trick is what it says about October.
Sep 13, 2026
Sixty years ago, a science fiction show premiered on NBC and lost. The network canceled it. Then a lot of kids came home from school, turned on the TV, and quietly turned it into a legend.
Sep 12, 2026
Oil ran 9%, the 30-year yield hit its highest since 2007, and hot inflation all but booked a rate hike. Stocks rallied.
Sep 11, 2026
Crude had its best day in a month, energy stocks fell anyway, the 30-year yield hit its highest since 2007, and Oracle spent $28 billion in a quarter to a standing ovation. CPI lands at 7:30.
