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Morning Forecast: Friday 11 September
Treasury yields reach the edge of 5%, the Houthis take a Red Sea port, and August inflation lands later today
Sep 11
•
Sensei
5
2
Morning Forecast: Wednesday 26 August
The war premium is draining out of oil, OpenAI’s chip just beat Blackwell, and Nvidia reports tonight
Aug 26
•
Sensei
7
2
Morning Forecast: Thursday 13 August
The Treasury just paid the most for ten-year money since 2007.
Aug 13
•
Sensei
13
4
Morning Forecast: Wednesday 12 August
The inflation print that decides September, plus the AI earnings night that beat everything.
Aug 12
•
Sensei
10
2
Morning Forecast: Friday 7 August
Payrolls at 1:30pm, CLARITY pushed to September, and oil back above $83.
Aug 7
•
Sensei
12
3
Morning Forecast: Wednesday 5 August
SpaceX beats on everything and falls on the bill.
Aug 5
•
Sensei
13
2
Morning Forecast: Tuesday 4 August
The Dow closes at a record, and SpaceX reports for the first time.
Aug 4
•
Sensei
13
3
Morning Forecast: Thursday 30 July
Microsoft soars, Meta slides, Inflation numbers land this morning and the Bank of Japan reports tonight.
Jul 30
•
Sensei
10
2
Morning Forecast: Wednesday 29 July
The Fed decides today and Microsoft and Meta report tonight.
Jul 29
•
Sensei
14
2
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
13
2
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
12
3
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
13
1
3
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