Past Morning Notes

A Calm January Despite Noisy Headlines – January 26, 2026

Markets Whipsawed by Tariffs—Then Back to Drift – January 23, 2026

Tariffs Back in Focus as Markets Reverse Early Gains – January 20, 2026

A Sudden Detour from an Otherwise Orderly Market – January 12, 2026

Limbo – January 9, 2026

A Tired but Intact Trend to Start the Year – January 5, 2026

Year-End Markets & Looking Ahead – December 29, 2025

A Tailwind, Not An Engine – December 22, 2025

Flat Futures and Frayed Nerves – A Familiar December Setup – December 19, 2025

A Jolt to End the Week: Markets Recalibrate Ahead of Busy Data Stretch – December 15, 2025

KR Recovery & Market Recap: Both Moving at a Snail’s Pace – December 12, 2025

Correction Over, Month Saved – December 1, 2025