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The daily read on stocks, macro, commodities and AI. Free, before the bell.

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Latest editions

AI Gets Investment Grade. Software Gets 60 Cents.

Oct 7, 2026

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4 min read

AI Gets Investment Grade. Software Gets 60 Cents.

Bo Nichols, +1

Oct 6, 2026

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4 min read

The Market Is Billing by the Year

The 10-year touched a 2002 high, 74% of one buyout fund's holders asked to leave, and Google signed for 20 years of nuclear power.

Bo Nichols, +1

The Barrels Came Back. The Bill Moved Downstream.

Oct 5, 2026

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4 min read

The Barrels Came Back. The Bill Moved Downstream.

Saudi Arabia cut its Asia oil price to a six-year low, 72 companies guided above estimates, and only 11% of firms can forecast their AI bill.

Bo Nichols, +1

Nobody Got Fired. Almost Nobody Got Hired.

Oct 2, 2026

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4 min read

Nobody Got Fired. Almost Nobody Got Hired.

September payrolls rose 29,000, mortgage rates jumped to 7.28%, and one bitcoin fund took in more than the whole group.

Bo Nichols, +1

Bonds Ignored the Fed. Stocks Ignored the Bonds.

Oct 1, 2026

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4 min read

Bonds Ignored the Fed. Stocks Ignored the Bonds.

The 10-year closed at its highest since 2002 after soft inflation, CCC spreads topped 1,000 basis points, and Micron guided $4.5 billion above forecasts.

Dio Pouerie, +1