Past Morning Notes

Peace Rumors Lift Markets Into Holiday-Shortened Week – May 26, 2026

Bonds Crack, Stocks Finally Blink – May 18, 2026

Bond Markets Send a Warning as Equities Hold Steady – May 15, 2026

Bond Markets Send a Warning as Equities Hold Steady – May 13, 2026

Markets Remain Resilient Heading Into Inflation Reports and China Meeting – May 11, 2026

Markets Climb as Growth Narrative Holds Firm – May 8, 2026

Uncomfortably Bullish: Markets Balancing Growth, Inflation & Geopolitics – May 4, 2026

Earning The Benefit Of The Doubt – May 1, 2026

A Quiet Open Before a Potentially Historic Week – April 27, 2026

A Better Mood This Morning – April 20, 2026

Strait of Hormuz Back in Focus—Markets Take It in Stride For Now – April 20, 2026

Week 7: Markets Hold Firm, But Patience Is Thinning – April 13, 2026