Monday’s closures in Tokyo and the US cash Treasury market mean thinner liquidity across Asia and into the US session, which can exaggerate moves on weekend headlines from Saudi Arabia, Russia and…
For oil, the two announcements point the same way for diesel: more Russian supply. The deal adds Russian barrels directly, while a halt to Ukrainian strikes on Russian fuel infrastructure would remove…
For oil, the shift in targeting matters more than the airport damage: claimed strikes on two Aramco facilities and a confirmed hit on Dammam bring the conflict into the Eastern Province, the…
For oil, the note describes a market where the cost of delivery, rather than the barrel itself, is setting the marginal price. That can widen the gap between benchmark futures and what…
Early FX indications, not much change from late Friday so far EUR/USD 1.1189 USD/JPY 158.26 (BTW it’s a holiday in Japan on Monday, October 12, 2026) GBP/USD 1.3238 USD/CHF 0.8300 USD/CAD 1.4266…
Alcohol stocks after the selloff: why a 70% fall is not an investment thesis Analysis as of October 10, 2026. Share-price comparisons use U.S. regular-session closing prices through October 9, 2026, in…
US stocks close higher; Nasdaq gains for fourth straight week Week ahead: US inflation and retail sales lead a busy economic calendar. Be aware. Let’s Play… “More Bullish or More Bearish”. How…
US stocks finished Friday higher across the major indices, giving buyers a stronger finish to the trading week. The Dow led the way with a 423-point gain, while the Nasdaq Composite advanced…
Next week starts quietly, but it does not stay that way. The economic calendar gets going on Wednesday with the US CPI report, followed by Australian employment that evening. Thursday brings UK…
It’s Friday. TGIF to all! To close out the week, I’m taking a look at the Magnificent 7. Admittedly, some are looking a little less “magnificent” these days, but the name will…
It wasn’t a big week in financial markets. When you upwrap it, Fed pricing has been flat and major indexes chopped sideways. The Iran war continues with the usual threats, but we…
Monday, October 12 brings a split trading session across North America, with Canada celebrating Thanksgiving and the US observing Columbus Day, also recognized as Indigenous Peoples’ Day in many places. The key…
