Past Morning Notes

The Market’s Clock Is Ticking on the Strait – March 27, 2026

A War Week With Central Banks and Nvidia in the Background – March 16, 2026

Two Weeks Into War — Why Markets Aren’t Panicking – March 13, 2026

War – Jobs Shock – Signals Still Lean Bullish – March 9, 2026

Oil, War Duration, and a Weak Jobs Report – March 6, 2026

Markets Absorb “Epic Fury” — Early Reaction Muted – March 2, 2026

Churn Beneath the Surface – Rising Tail Risks – February 27, 2026

Choppy Waters as Policy and Geopolitics Compete – February 23, 2026

Markets Prefer Earnings to Escalation – February 20, 2026

AI: Blessing, Curse, and Market Crosscurrents – February 17, 2026

Volatility Picks Up, But No Warning Signals Yet – February 13, 2026

Markets Regain Their Footing as a Data Deluge Looms – February 10, 2026