Nov 3, 2026
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7 min read
Brent had its steepest one-day fall since July on reports of contact between officials. Retail diesel moved six cents in a week.
Nov 2, 2026
6 min read
Two prediction markets put one chamber above nine in ten. Neither result moves the authority behind an LNG export permit or an Alaska lease sale.
Nov 1, 2026
5 min read
Clarksons put global supertanker earnings at an all time high. Moving crude from the US Gulf to China now costs about $37.50 a barrel against $5 last year.
Oct 31, 2026
4 min read
Energy was the best sector on Wall Street’s worst day since June, and the Brent curve is paying up for a barrel now. Gold and the Treasury curve read the same week differently.
Oct 30, 2026
Brussels authorized a three-month reserve release with half of it earmarked for diesel. Crude, diesel stocks and the 10-year are not telling the same story.
Oct 29, 2026
Warsh said the economy is not running too hot. Two of his own voters disagreed on the record. The 10-year closed at 5.02% and traded higher this morning. A hold that settled nothing now lands on top of an inflation print.
Oct 28, 2026
The Nasdaq added 1.2% on Tuesday. The 10-year closed at 5.02%. Gold fell 0.7%. Three markets watched the same Fed meeting and came away with two different answers. Only one of them can be right about December.
Oct 27, 2026
Thirty hours before the rate decision, UPS raised its guidance and Boeing lost $116 million. Visa and Coca-Cola follow. Consumer confidence lands at 10 a.m.
Oct 26, 2026
A report put Qatari mediators in Tehran on Sunday and the oil risk premium started coming out. Gold went the other way. Thursday’s core PCE settles which one was right.
Oct 25, 2026
Storage looks comfortable at 1.3% above average, but the fast-cycle caverns are 15.4% light.
Oct 24, 2026
Brent made a six-month high, but the squeeze is in the middle of the barrel.
Oct 23, 2026
October hike odds are down to 7.2%, and the yield move came from a flight to safety.
Oct 22, 2026
Capex of $34.91 billion outran operating cash flow, and both stocks fell anyway.
Oct 21, 2026
3 min read
Small caps gained 1.65% and the equal weight S&P beat the index by 87 basis points.
Oct 20, 2026
Builder confidence is at a 14-year low and the 10-year is still above 5%.
Oct 19, 2026
The curve is down to 35 basis points and 212 companies report this week.
Oct 18, 2026
The index is near records 16 days before the vote. What the 19-for-19 history says, and what could break it.
Oct 17, 2026
The IEA is releasing diesel and Washington weighs easier tanker sanctions. Why the premium is still in your gas price.
Oct 15, 2026
A hot CPI lifted October hike odds to about 40%. Why AI infrastructure debt is now the market’s pressure point.
Oct 14, 2026
Sales hit 11.7 billion euros as customers ask for 2029 and 2030 orders. Why chip stocks are trading the other way.
Oct 13, 2026
EPS came in at $5.57 against $5.90 expected. What a rare miss says about a season priced for 29.6% growth.
Oct 12, 2026
Energy is driving a wide gap between the inflation households pay and the measure the Fed watches. What it means this week.
Oct 11, 2026
8 min read
Futures dropped for a year. The grocery bag barely moved. Why coffee prices fall like feathers, and what Wednesday’s CPI will show.
Oct 10, 2026
The S&P 500 gained 1.15% while households reported their weakest current conditions in months. Why both are true.
Oct 9, 2026
Employers are not cutting, and they are not adding either. What a low-hire, low-fire job market means for your money.
