Macro Intelligence
Pre-NY Brief 4 Nov 2026: The panic the tape is already pricing in
The panic the tape is already pricing in Pre-NY · Panic priced · Wednesday · 08:00 New York / 13:00 London / 22:00 Tokyo The…
Pre-London Brief 4 Nov 2026: Peak fear, and the sellers are nearly done
Peak fear, and the sellers are nearly done Pre-London · Sellers fading · Wednesday · 01:30 New York / 06:30 London / 15:30 Tokyo The…
Pre-Asia Brief 3 Nov 2026: US Nonfarm Payrolls + Unemployment lands Friday 6 November. Is the tape priced for a surprise?
US Nonfarm Payrolls + Unemployment lands Friday 6 November. Is the tape priced for a surprise? Pre-Asia · Jobs pricing · Tuesday · 16:00 New…
Post-Close Brief 3 Nov 2026: Everyone is hiding. That is usually the signal.
Everyone is hiding. That is usually the signal. Post-Close · Hiding signal · Tuesday · 16:30 New York / 21:30 London / 06:30 Tokyo The…
Pre-NY Brief 3 Nov 2026: US CPI lands Tuesday 10 November. Is the tape priced for a surprise?
US CPI lands Tuesday 10 November. Is the tape priced for a surprise? Pre-NY · CPI week pricing · Tuesday · 08:00 New York /…
Pre-London Brief 3 Nov 2026: US Nonfarm Payrolls + Unemployment lands Friday 6 November. Is the tape priced for a surprise?
US Nonfarm Payrolls + Unemployment lands Friday 6 November. Is the tape priced for a surprise? Pre-London · Jobs-week pricing · Tuesday · 01:30 New…
Pre-Asia Brief 2 Nov 2026: US CPI lands Tuesday 10 November. Is the tape priced for a surprise?
US CPI lands Tuesday 10 November. Is the tape priced for a surprise? Pre-Asia · CPI pricing · Monday · 16:00 New York / 21:00…
Post-Close Brief 2 Nov 2026: Qualcomm reports Wednesday 4 November: what past reactions say about the move after
Qualcomm reports Wednesday 4 November: what past reactions say about the move after Post-Close · Semi handoff · Monday · 16:30 New York / 21:30…
Pre-NY Brief 2 Nov 2026: US CPI lands Tuesday 10 November. Is the tape priced for a surprise?
US CPI lands Tuesday 10 November. Is the tape priced for a surprise? Pre-NY · CPI digestion · Monday · 08:00 New York / 13:00…
Pre-London Brief 2 Nov 2026: Qualcomm reports Wednesday 4 November. Is the tape priced for a surprise?
Qualcomm reports Wednesday 4 November. Is the tape priced for a surprise? Pre-London · Semi digestion · Monday · 01:30 New York / 06:30 London…