Jun 23, 2026
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5 min read
A $6.3 billion compute contract — $150 million a month starting July 1 — signed the same day as the bond sale and the ESG downgrade. One of the largest compute deals of 2026.
Jun 22, 2026
6 min read
The Fed, ECB, and BOJ all tightened together — six days, same direction. Three regional banks failed within months of that last synchronized move.
Jun 21, 2026
Trump announced toll-free passage through Hormuz. Iran is billing up to $2 million per transit. War-risk insurance sits at 4,000 times pre-crisis levels. The deal exists. The terms are not what was described.
Jun 19, 2026
7 min read
Vance cancelled Switzerland. The 60-day window is real — but Day 1 just slipped.
Jun 18, 2026
8 min read
A dot plot that killed the rate-cut trade, 550 ships anchored in limbo, and a balance sheet review nobody followed up on.
Jun 16, 2026
The Iran deal has everyone looking east. The biggest domestic policy time bomb of 2026 just started ticking.
Jun 15, 2026
An MOU with no nuclear commitments, mines still in the water, and Israel not bound by any of it.
Jun 14, 2026
The Fed's new chair chairs his first meeting Tuesday. A deal may already be signed before markets open Monday.
Jun 12, 2026
PPI hit 6.5%. The costs sitting in intermediate demand haven't reached shelves — or the Fed — yet.
Jun 11, 2026
SpaceX prices tonight. The 30-year yields 5%. Warsh inherits both.
Jun 9, 2026
CPI drops tomorrow. SpaceX prices Thursday night. Warsh gavels in six days later. One number connects all three.
Jun 8, 2026
9 min read
CPI drops Tuesday. Warsh gavels in next week. The market priced the wrong scenario all spring.
