Macro Intelligence
Pre-Asia Brief 18 Sep 2026: Positioning is stretched and the hedges are empty.
Positioning is stretched and the hedges are empty. Pre-Asia · Repair Digestion · Friday · 17:00 New York / 22:00 London / 06:00 Tokyo The…
Post-Close Brief 17 Sep 2026: Calm on top, crowded underneath. Watch the unwind.
Calm on top, crowded underneath. Watch the unwind. Post-Close · Repair Locked · Thursday · 17:30 New York / 22:30 London / 06:30 Tokyo The…
Pre-London Brief 17 Sep 2026: Jobless Claims + Philly Fed + Housing Starts/Permits — 08:30 ET / 12:30 UTC lands today and nobody is positioned for it
Jobless Claims + Philly Fed + Housing Starts/Permits — 08:30 ET / 12:30 UTC lands today and nobody is positioned for it Pre-London · Dollar…
Pre-Asia Brief 17 Sep 2026: Jobless Claims + Philly Fed + Housing Starts/Permits — 08:30 ET / 12:30 UTC today is the event the whole tape is bracing for
Jobless Claims + Philly Fed + Housing Starts/Permits — 08:30 ET / 12:30 UTC today is the event the whole tape is bracing for Pre-Asia…
Post-Close Brief 16 Sep 2026: Quiet on the surface. Loaded underneath.
Quiet on the surface. Loaded underneath. Post-Close · Handoff Rejected · Wednesday 16 September 2026 · 17:30 New York / 22:30 London / 06:30 Tokyo…
Pre-NY Brief 16 Sep 2026: Cheap calm, crowded bets, and no one ready for the unwind.
Cheap calm, crowded bets, and no one ready for the unwind. Pre-NY · Europe Bid · Wednesday 16 September 2026 · 09:00 New York /…
Pre-London Brief 16 Sep 2026: Low vol, high stakes. What breaks first.
Low vol, high stakes. What breaks first. Pre-London · Oil Headwind · Wednesday 16 September 2026 · 02:30 New York / 07:30 London / 15:30…
Pre-Asia Brief 16 Sep 2026: FOMC RATE DECISION + Chair Warsh presser — 14:00 ET / 18:00 UTC lands today and nobody is positioned for it
FOMC RATE DECISION + Chair Warsh presser — 14:00 ET / 18:00 UTC lands today and nobody is positioned for it Pre-Asia · Oil Tax,…
Post-Close Brief 15 Sep 2026: Low volatility, high stakes. What breaks first.
Low volatility, high stakes. What breaks first. Post-Close · Oil Spike, Growth Soft · Tuesday 15 September 2026 · 17:30 New York / 22:30 London…
Pre-NY Brief 15 Sep 2026: US Retail Sales (Aug) + Empire State Mfg — 08:30 ET / 12:30 UTC today is the event the whole tape is bracing for
US Retail Sales (Aug) + Empire State Mfg — 08:30 ET / 12:30 UTC today is the event the whole tape is bracing for Pre-NY…