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The brief,
day by day.
A record of the market setup, the important moves, and what investors were watching each morning.
2026-08-27
Prior closes set the morning reference; Friday's Fed speech is next.
4 min read
022026-08-25
Prior closes lower; Wednesday’s economic calendar carries GDP and PCE releases.
4 min read
03Treasuries · AI earnings · Shein IPO
Bonds and AI earnings set the week as Shein tests Hong Kong.
8 min read
04Bonds · AI financing · earnings
Stocks rebound at the open, but the bond market remains the real test.
9 min read
05Treasuries · retail · AI infrastructure
Treasury yields rebound as retail and AI financing drive the day.
8 min read
06Markets
Retail results, Fed minutes and a softer prior close.
4 min read
07Trade prices · AI shares · Home Depot
Trade prices fall as AI shares retreat.
8 min read
08Week ahead · rates · AI capital
The week ahead starts with soft demand and high long rates.
12 min read
09Consumer · Fed · AI capital
Soft demand meets higher long rates.
12 min read
10Retail sales · Fed · AI equipment
Retail sales retreat as the Fed hold case strengthens.
11 min read
11PPI · AI earnings · asset management
Producer inflation cools as AI expectations rise.
11 min read
12CPI · AI earnings · oil
Inflation meets estimates as AI demand stays hot.
10 min read
13Oil · AI capital · CPI
Oil holds near $88 as AI capital keeps moving.
9 min read
14Futures · employment · oil
Futures edge higher as oil turns up.
7 min read
15Stocks · oil · private credit
Stocks rise. Oil falls again.
8 min read
16Oil · AI earnings
Lower oil helps. AI still has to prove it.
12 min read