Morning Forecast

Morning Forecast: Thursday 10 September

Brent clears $100 as both navies sink tankers, the ECB raises rates today, and Oracle reports tonight

4 hrs ago • Sensei

Morning Forecast: Wednesday 9 September

The Houthis hit Saudi oil sites, the Dow drops 628 points, and Apple goes foldable tonight

Sep 9 • Sensei

Morning Forecast: Tuesday 8 September

Canada taxes 700 American products, copper hits the highest price in history, and Apple goes foldable tomorrow

Sep 8 • Sensei

Morning Forecast: Monday 7 September

Wall Street takes the day off, Seoul jumps 4.61% on memory chips, and Lifetime closes on Sunday

Sep 7 • Sensei

Morning Forecast: Friday 4 September

The jobs number lands today, one Fed governor halved the odds of a rate rise, and the Bank’s chief economist wants 4%

Sep 4 • Sensei

Morning Forecast: Thursday 3 September

Oil is back in the danger zone, Broadcom tripled its AI sales and still fell, and a rate rise is now the base case

Sep 3 • Sensei

Morning Forecast: Wednesday 2 September

Oil clears $90 after US strikes inside Hormuz, gold gives back its whole year, and Broadcom reports after the close

Sep 2 • Sensei

Morning Forecast: Tuesday 1 September

Inflation is rising and bond yields are climbing, so I sold 4 positions in the Portfolio Challenge to raise cash before the Fed votes

Sep 1 • Sensei

Morning Forecast: Monday 31 August

Oil jumps as the shooting restarts, the Fed chair says inflation is speeding up, and Apple changes chief executive tomorrow

Aug 31 • Sensei

Morning Forecast: Friday 28 August

The Fed chair gives his first speech outside a press conference, PayPal’s $53 billion buyout collapses, and gold heads for its best month since 1999

Aug 28 • Sensei

Morning Forecast: Thursday 27 August

Nvidia tells the market what 2027 looks like, Meta buys its way out of a trial, Jackson Hole opens with Warsh due Friday

Aug 27 • Sensei

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

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