Updated 14:00 GMT, 7 Nov 2026 SPX 7,376.86 +0.31% NDX 26,989.99 +1.35% VIX 25.64 -9.01% GOLD 4,074.90 -0.94% CL 90.83 +0.34% BTC 75,834.66 +0.12%

Macro Intelligence

Pre-NY Brief 22 Sep 2026: Everyone piled into QQQ. Nobody bought the exit.
· Macro Intelligence, Pre-NY Brief

Pre-NY Brief 22 Sep 2026: Everyone piled into QQQ. Nobody bought the exit.

Everyone piled into QQQ. Nobody bought the exit. Pre-NY · Energy Vacuum · Tuesday 22 September 2026 · 09:00 New York / 14:00 London /…

Pre-London Brief 22 Sep 2026: Fed Speakers — Williams, Jefferson, Barkin today is the event the whole tape is bracing for
· Macro Intelligence, Pre-London Brief

Pre-London Brief 22 Sep 2026: Fed Speakers — Williams, Jefferson, Barkin today is the event the whole tape is bracing for

Fed Speakers — Williams, Jefferson, Barkin today is the event the whole tape is bracing for Pre-London · Leadership Gap · Tuesday 22 September 2026…

Post-Close Brief 21 Sep 2026: Fed Speakers — Williams, Jefferson, Barkin tomorrow is the event the whole tape is bracing for
· Macro Intelligence, Post-Close

Post-Close Brief 21 Sep 2026: Fed Speakers — Williams, Jefferson, Barkin tomorrow is the event the whole tape is bracing for

Fed Speakers — Williams, Jefferson, Barkin tomorrow is the event the whole tape is bracing for Post-Close · Leadership Expands · Monday 21 September 2026…

Pre-NY Brief 21 Sep 2026: Fed Speakers — Williams, Jefferson, Barkin lands tomorrow and nobody is positioned for it
· Macro Intelligence, Pre-NY Brief

Pre-NY Brief 21 Sep 2026: Fed Speakers — Williams, Jefferson, Barkin lands tomorrow and nobody is positioned for it

Fed Speakers — Williams, Jefferson, Barkin lands tomorrow and nobody is positioned for it Pre-NY · Split Bid Holds · Monday 21 September 2026 ·…

Pre-London Brief 21 Sep 2026: When everyone leans long, who catches the fall?
· Macro Intelligence, Pre-London Brief

Pre-London Brief 21 Sep 2026: When everyone leans long, who catches the fall?

When everyone leans long, who catches the fall? Pre-London · Oil Shock Split · Monday 21 September 2026 · 02:30 New York / 07:30 London…

Pre-Asia Brief 21 Sep 2026: One-way tape, empty hedges. Watch the unwind.
· Macro Intelligence, Pre-Asia Brief

Pre-Asia Brief 21 Sep 2026: One-way tape, empty hedges. Watch the unwind.

One-way tape, empty hedges. Watch the unwind. Pre-Asia · Split Tape · Monday 21 September 2026 · 17:00 New York / 22:00 London / 06:00…

Pre-Asia Brief 19 Sep 2026: The trade everybody agrees on is the risk nobody sees.
· Macro Intelligence, Pre-Asia Brief

Pre-Asia Brief 19 Sep 2026: The trade everybody agrees on is the risk nobody sees.

The trade everybody agrees on is the risk nobody sees. Pre-Asia · Split Book Hold · Saturday · 17:00 New York / 22:00 London /…

Post-Close Brief 18 Sep 2026: Quiet tape, one-sided book. Mind the reversal.
· Macro Intelligence, Post-Close

Post-Close Brief 18 Sep 2026: Quiet tape, one-sided book. Mind the reversal.

Quiet tape, one-sided book. Mind the reversal. Post-Close · Fractured Close · Friday · 17:30 New York / 22:30 London / 06:30 Tokyo The one-breath…

Pre-NY Brief 18 Sep 2026: The crowd is all-in and nobody is covering the downside.
· Macro Intelligence, Pre-NY Brief

Pre-NY Brief 18 Sep 2026: The crowd is all-in and nobody is covering the downside.

The crowd is all-in and nobody is covering the downside. Pre-NY · Oil Fracture · Friday · 09:00 New York / 14:00 London / 22:00…

· Macro Intelligence, Pre-London Brief

Pre-London Brief 18 Sep 2026: US Industrial Production (Aug) — 09:15 ET / 13:15 UTC lands today and nobody is positioned for it

US Industrial Production (Aug) — 09:15 ET / 13:15 UTC lands today and nobody is positioned for it Pre-London · Locked Repair · Friday ·…

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