Where markets whisper. You get the signal
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Latest scribbles
Macro Back in Control as Rotation Widens
AI-heavy equities paused while haven dollar strength, energy bids, and defense flows signaled that macro is steering early December.
open note →December Rotation Signals a Risk Reset
Capital left crowded tech for real assets as oil jumped, the dollar slipped, and long-end yields eased.
open note →Energy Firms as Dollar Softens
Supply-side oil pop, a softer USD, and early sector rotation put energy in the driver’s seat.
open note →Markets Brace Ahead of Jobs Print
Oil dips on inventories while markets pause for NFP; dollar firms on flow-driven bids.
open note →Markets Hold Their Nerve Ahead of 2026
Markets stayed flat into year-end as traders waited for hard data, not sentiment.
open note →ECB Delivers First Cut of the Cycle
Frankfurt trimmed rates by 25 bps even as it acknowledged inflation remains above target.
open note →BOJ Ends Negative Rates and Retires Yield Cap
Japan lifted rates to 0–0.1% and scrapped explicit yield-curve control after a generation of easing.
open note →Spot Bitcoin ETFs Launch in the US
The SEC approved 11 spot bitcoin ETFs, pulling crypto into mainstream wrappers.
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