Cheat Sheet

Morning Forecast: Wednesday 15 July

Cool CPI lifts stocks as ASML raises its outlook, IBM suffers its worst day ever, and PPI lands today.

Jul 15 • Sensei

Morning Forecast: Tuesday 14 July

A 20% Hormuz toll, June CPI, and the new Fed chair’s first testimony all land today!

Jul 14 • Sensei

The June FOMC Minutes: What to Watch Tonight

Nine officials wanted a hike. Then jobs collapsed. Tonight we find out how serious they were.

Jul 8 • Sensei

Morning Forecast: Thursday 2 July

A $179 billion pop, a $138 billion drop, and jobs day. (Cheat Sheet included inside)

Jul 2 • Sensei

Morning Forecast: Thursday 25 June

Inflation data lands today, Micron's record quarter reignites the AI trade, and oil drops below $70.

Jun 25 • Sensei

The Fed's New Chair Faces His First Test Tonight: Your Playbook

A near-certain hold. The real story is everything around it.

Jun 17 • Sensei

Japan Raises Rates Tonight. Here's What It Means for Your Money.

The full playbook by Sensei: every scenario, every number, and exactly what to watch as it lands.

Jun 15 • 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

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: Friday 5 June

Jobs, Jobs, Jobs: the print that decides the Fed's year

Jun 5 • Sensei

The April FOMC Minutes: What to Watch Tonight

Wed 20 May 2026 | 7:00pm BST | 2:00pm ET

May 20 • Sensei

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