Macro Intelligence
Pre-NY Brief 7 Oct 2026: PepsiCo reports tomorrow and the whole tape is holding its breath
PepsiCo reports tomorrow and the whole tape is holding its breath Pre-NY · Europe Fade · Wednesday · 09:00 New York / 14:00 London /…
Pre-London Brief 7 Oct 2026: JPMorgan prints in 6 days. The one number that reprices everything.
JPMorgan prints in 6 days. The one number that reprices everything. Pre-London · Oil Over Gold · Wednesday · 02:30 New York / 07:30 London…
Pre-Asia Brief 6 Oct 2026: JPMorgan prints in 7 days. The one number that reprices everything.
JPMorgan prints in 7 days. The one number that reprices everything. Pre-Asia · Breadth Tax Live · Tuesday · 17:00 New York / 22:00 London…
Post-Close Brief 6 Oct 2026: PepsiCo prints in 2 days. The one number that reprices everything.
PepsiCo prints in 2 days. The one number that reprices everything. Post-Close · Breadth Split Holds · Tuesday · 17:30 New York / 22:30 London…
Pre-NY Brief 6 Oct 2026: PepsiCo reports in 2 days and the whole tape is holding its breath
PepsiCo reports in 2 days and the whole tape is holding its breath Pre-NY · Oil Soft Tech Bid · Tuesday · 09:00 New York…
Pre-London Brief 6 Oct 2026: Everyone is crowded into AAPL and JPMorgan reports in 7 days
Everyone is crowded into AAPL and JPMorgan reports in 7 days Pre-London · Asia Repair Holds · Tuesday · 02:30 New York / 07:30 London…
Pre-Asia Brief 5 Oct 2026: US CPI (September) — 08:30 ET / 12:30 UTC lands in 9 days and nobody is positioned for it
US CPI (September) — 08:30 ET / 12:30 UTC lands in 9 days and nobody is positioned for it Pre-Asia · Holiday Hand-off · Monday…
Pre-NY Brief 5 Oct 2026: Everyone is crowded into AAPL and PepsiCo reports in 3 days
Everyone is crowded into AAPL and PepsiCo reports in 3 days Pre-NY · Complacency Crack · Monday · 09:00 New York / 14:00 London /…
Pre-London Brief 5 Oct 2026: PepsiCo reports in 3 days and the whole tape is holding its breath
PepsiCo reports in 3 days and the whole tape is holding its breath Pre-London · Asia Repair · Monday · 02:30 New York / 07:30…
Pre-Asia Brief 4 Oct 2026: Everybody is long. Almost nobody is protected.
Everybody is long. Almost nobody is protected. Pre-Asia · Split Open · Sunday 4 October 2026 · 17:00 New York / 22:00 London / 06:00…