A rate decision, an earnings surprise, a merger, a market move. Each entry reads one story for the counterparties it touches, the figures as reported with their dates and sources, and the next scheduled event that will confirm or overturn the day's reading. Never advice.
Central banks and rates · markets and earnings · deals and restructurings · banking and credit
A 25bp Fed hike to 3.75%-4.00% has driven the 10-year Treasury to an 18-year high near 5.11%-5.15%, pushing 30-year mortgage rates above 7% for the first time since January 2025 and directly compressing homebuilder margins and housing transaction volume.
Read the research →A six-year-high Bitcoin-gold correlation (~0.86, per Bitwise/Grayscale research, early September 2026) against a collapsing Bitcoin-Nasdaq correlation (~0.18-0.30) signals crypto is repricing as a macro hedge just as gold itself pulls back nearly 9% in a month on higher-for-longer Fed rate expectations.
Read the research →Crude's five-day slide has stalled, not reversed, leaving oil markets exposed to a two-sided catalyst set — Saudi supply restoration versus unconfirmed Iran diplomacy versus a domestic diesel export ban that could reverse refiner margin gains overnight.
Read the research →Every entry here was one headline, run the day it broke. Paste yours and get the same read: who it affects, what is established, what to watch.