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Morning Forecast: Friday 12 June
The war that's been driving oil all year might end this weekend + SpaceX day.
Jun 12 • Sensei
The SpaceX IPO Playbook: What Actually Happens Next
How high it opens, when insiders are allowed to sell, and the $660 billion unlock wave nobody is pricing in.
Jun 12 • Sensei
Trump Cancels Tonight’s Iran Strikes
Markets Just Told You What They Think.
Jun 11 • Sensei
Morning Forecast: Thursday 11 June
The biggest IPO in history prices today. Most buyers walk away with nothing. Your cheat sheet for this morning's PPI report is inside.
Jun 11 • Sensei
Morning Forecast: Wednesday 10 June
Inflation hits 4% today for the first time since 2023. Cheat sheet included in this newsletter.
Jun 10 • Sensei
Morning Forecast: Tuesday 9 June
Inflation tomorrow, SpaceX goes public this week, and Wall Street's biggest banks can't agree where stocks end the year.
Jun 9 • Sensei
Morning Forecast: Monday 8 June
Apple's AI reveal today, a make-or-break inflation report Wednesday, and SpaceX's record debut Friday.
Jun 8 • Sensei
Morning Forecast: Friday 5 June
Jobs, Jobs, Jobs: the print that decides the Fed's year
Jun 5 • Sensei
Morning Forecast: Thursday 4 June
Jobs tomorrow, SpaceX next week, oil near $100.
Jun 4 • Sensei
Morning Forecast: Wednesday 3 June
Bitcoin has dropped 45% from its high as the ETF money that lifted it heads for the exits.
Jun 3 • Sensei
Morning Forecast: Tuesday 2 June
The biggest IPO ever lists June 12, and with barely 3% of shares trading, analysts are bracing for 20–30% swings in the first days.
Jun 2 • Sensei
Morning Forecast: Monday 1 June
Virgin Galactic Tripled in Weeks. Here's What It's Actually Worth
Jun 1 • Sensei
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