Macro Intelligence
Pre-NY Brief 1 Sep 2026: Bullish and unhedged. That is the whole story today.
Bullish and unhedged. That is the whole story today. Pre-NY · Oil Over Breadth · Tuesday · 09:00 New York / 14:00 London / 22:00…
Pre-Asia Brief 1 Sep 2026: Quiet tape, one-sided book. Mind the reversal.
Quiet tape, one-sided book. Mind the reversal. Pre-Asia · Energy Still Leads · Tuesday · 17:00 New York / 22:00 London / 06:00 Tokyo The…
Pre-London Brief 1 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-London · Breadth Still Vetoes · Tuesday · 02:30 New York / 07:30 London /…
Nasdaq 29433.43 rejected, gold −2.29%, DXY 99.68 into Asia
Nasdaq 29433.43 rejected, gold −2.29%, DXY 99.68 into Asia Pre-Asia · Dollar Bid · Friday · 17:00 New York / 22:00 London / 06:00 Tokyo…
Nasdaq holds 29641 into London as gold cools to 4636.5
Nasdaq holds 29641 into London as gold cools to 4636.5 Pre-London · Asia Hold Split · Friday · 02:30 New York / 07:30 London /…
Nasdaq closes 29641 up 1.43% as Nvidia adds 8.74%
Nasdaq closes 29641 up 1.43% as Nvidia adds 8.74% Post-Close · Tech Divergence · Thursday · 17:30 New York / 22:30 London / 06:30 Tokyo…
Nasdaq holds 29224 as CAC falls 1.3% and gold cools to 4639
Nasdaq holds 29224 as CAC falls 1.3% and gold cools to 4639 Pre-NY · Europe Split · Thursday · 09:00 New York / 14:00 London…
Jackson Hole today: The whole market leaned one way today and forgot the exits
Jackson Hole today: The whole market leaned one way today and forgot the exits Pre-London · Gold Bid · Thursday · 02:30 New York /…
NVDA earnings today: Everyone is long AAPL and no one bought insurance
NVDA earnings today: Everyone is long AAPL and no one bought insurance Post-Close · Earnings Aftermath · Wednesday · 17:30 New York / 22:30 London…
NVDA earnings today: The one trade everybody agrees on, which is exactly the risk
NVDA earnings today: The one trade everybody agrees on, which is exactly the risk Pre-NY · Earnings Pivot · Wednesday · 09:00 New York /…