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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
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Sensei
11
2
2
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
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Sensei
9
3
Morning Forecast: Wednesday 10 June
Inflation hits 4% today for the first time since 2023. Cheat sheet included in this newsletter.
Jun 10
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Sensei
10
3
Morning Forecast: Friday 5 June
Jobs, Jobs, Jobs: the print that decides the Fed's year
Jun 5
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Sensei
8
3
The April FOMC Minutes: What to Watch Tonight
Wed 20 May 2026 | 7:00pm BST | 2:00pm ET
May 20
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Sensei
10
2
Morning Forecast: Wednesday 20 May
Nvidia reports tonight. Your cheat sheet is inside.
May 20
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Sensei
11
3
Morning Forecast: Tuesday 12 May
Today's inflation number is Powell's last, and markets have already given up on rate cuts in 2026.
May 12
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Sensei
11
2
🇺🇸 FOMC CHEAT SHEET: April 29, 2026
Powell’s Final Stand. No Dot Plot. No Safety Net.
Apr 29
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Sensei
12
2
Morning Forecast: Friday, 10 April
Anthropic's Newest Model Just Triggered an Emergency Treasury Meeting.
Apr 10
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Sensei
8
2
Morning Forecast: Thursday, 9 April
Three Ships Got Through Hormuz Yesterday. The Normal Number Is 135.
Apr 9
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Sensei
12
2
FOMC Minutes Cheat Sheet — April 8, 2026
Everything Retail You Need to Know
Apr 8
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Sensei
10
2
Morning Forecast: Thursday, 26 March
One Rejected Peace Plan. $580 Million a Day in Airline Losses. A Fed That Can't Move.
Mar 26
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Sensei
10
2
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