Macro Intelligence
Pre-NY Brief 30 Oct 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-NY · Vol Repricing · FRIDAY · 09:00 New…
Pre-London Brief 30 Oct 2026: Apple reports Monday 2 November. Is the tape priced for a surprise?
Apple reports Monday 2 November. Is the tape priced for a surprise? PRE-LONDON · Survivor Premium · FRIDAY · 02:30 New York / 06:30 London…
Pre-Asia Brief 29 Oct 2026: Apple reports Monday 2 November. Is the tape priced for a surprise?
Apple reports Monday 2 November. Is the tape priced for a surprise? PRE-ASIA · Hardware Premium · THURSDAY · 17:00 New York / 21:00 London…
Post-Close Brief 29 Oct 2026: Apple reports Monday 2 November. Is the tape priced for a surprise?
Apple reports Monday 2 November. Is the tape priced for a surprise? POST-CLOSE · Growth Fracture · THURSDAY · 17:30 New York / 21:30 London…
Pre-NY Brief 29 Oct 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-NY · Surprise Premium · THURSDAY · 09:00 New York / 13:00 London…
Pre-London Brief 29 Oct 2026: Bullish and unhedged. That is the whole story today.
Bullish and unhedged. That is the whole story today. PRE-LONDON · Thin Cover · THURSDAY · 02:30 New York / 06:30 London / 15:30 Tokyo…
Pre-Asia Brief 28 Oct 2026: When everyone leans long, who catches the fall?
When everyone leans long, who catches the fall? PRE-ASIA · Calm Crowding · WEDNESDAY · 17:00 New York / 21:00 London / 06:00 Tokyo The…
Post-Close Brief 28 Oct 2026: Exxon Mobil reports Friday 30 October. Is the tape priced for a surprise?
Exxon Mobil reports Friday 30 October. Is the tape priced for a surprise? POST-CLOSE · Oil Gap · WEDNESDAY · 17:30 New York / 21:30…
The Fed held, but two votes wanted a hike. Warsh decides what that costs.
What the Fed did (verified, federalreserve.gov, 28 Oct, 18:00 UTC) Held the federal funds target range at 3.75% to 4.00%. Vote 10-2. Lisa Cook and…
Pre-NY Brief 28 Oct 2026: Chevron reports Friday 30 October: what past reactions say about the move after
Chevron reports Friday 30 October: what past reactions say about the move after PRE-NY · Energy Split · WEDNESDAY · 09:00 New York / 13:00…