Jun 16, 2026
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4 min read
WTI fell to a three-month low. The Dow hit a record. SpaceX rose again. The Fed opens with zero cuts still priced.
5 min read
Stocks paused near records. Oil hovered near $80. Polymarket has June no-change at 99%. The dot plot is the actual print.
Jun 15, 2026
Stocks surged as the Iran deal locked in. Oil fell below $81. SpaceX kept rising. Hormuz odds still show the physical lag.
WTI fell below $82. Futures surged. Hormuz reopening odds sit at 30%. CPI is at 4.2% and PPI at 6.5%. The war ended. The cost chain hasn't.
Jun 14, 2026
The FOMC meets Wednesday with hike odds above 50%. CPI and PPI already landed hot. The Iran deal is pending. Warsh inherits whatever the data says.
Jun 13, 2026
6 min read
The ceasefire broke in four days and a deal arrived on Friday. AI capex became a debt cycle. SpaceX listed as the largest IPO in history. The cost pipeline does not care what the diplomats sign.
Jun 12, 2026
SpaceX jumped above $2.2T in its debut. Oil fell below $85. PPI stayed hot. Prediction markets showed how much volume lives offshore.
PPI rose 6.5% year over year. SpaceX debuts at $1.75 trillion. The deal nears. The cost chain doesn't care.
Jun 11, 2026
Stocks rallied after Trump paused Iran strikes. Oil fell to $87. SpaceX perps hit $3.2B. Oracle’s AI bill still hangs over the tape.
Oracle beat earnings and fell 7%. SpaceX prices a $75B IPO tonight. PPI lands in hours. The raises are record-setting. The cost base hasn't budged.
Jun 10, 2026
Core CPI cooled, but headline inflation topped 4%. Oil rose above $90. The Nasdaq fell 1.9%. CFTC rules hit prediction markets.
May CPI expected at 4.2%, highest in three years. Oil dropped despite US strikes on Iran overnight. The data decides what the war couldn't.
Jun 9, 2026
Oil fell 3%. CPI lands tomorrow. Kalshi perps crossed $1B in one week. Hormuz traders pushed normal traffic further out.
CPI expected near 4.2%. BofA flagged World Cup hiring in the payroll surprise. SpaceX bookbuilding closes today. The test starts tomorrow.
Jun 8, 2026
The Philadelphia Semiconductor Index gained 6.7%. Apple stock fell during its own keynote. SpaceX is only two times oversubscribed. CPI lands Wednesday.
Israel struck Iran's Mahshahr complex. Brent jumped near $97. Futures extended Friday's payroll selloff. CPI lands Wednesday with two inflation channels open.
Jun 7, 2026
7 min read
Friday's payroll number set the frame. Wednesday's CPI tests whether it holds. Oracle and Adobe decide if enterprise AI converts. Lennar answers whether housing can absorb 4.5% yields.
Jun 6, 2026
The war hit its hundred-day mark and became a regime. AI demand cleared but the bar moved higher. Private credit cracked. The rotation lasted one session. And payrolls ended it.
Jun 5, 2026
Payrolls rose 172,000, more than double forecast. Nasdaq fell over 4%. Kalshi moved toward a hike path. SpaceX lists next week.
Payrolls land at 8:30. SpaceX upsized Japan to $2.5B. Lululemon cut its guide. Kalshi shows 65% odds of zero cuts. The rotation waits.
Jun 4, 2026
The Dow surged over 850 points while Broadcom dragged chips lower. Oil fell 3%. Bitcoin broke near $64,000. Schneider showed the next AI bottleneck.
Iran launched missiles at Kuwait and Bahrain. Oil hit $95. ADP beat at 122,000. The 30-year touched 5%. Payrolls Friday.
Jun 3, 2026
ADP beat at 122,000. ISM Services rose to 54.5. Iran fired ballistic missiles at Kuwait airport. Partners Group capped withdrawals. The proof arrived with a larger bill than the morning priced.
Oil gained a third straight day as Iran stalled. SpaceX starts the largest IPO roadshow ever tomorrow. ADP and ISM Services test the rate path today.
Jun 2, 2026
Anthropic moved ahead of OpenAI toward public markets. AI names held the index. Oil rose as Iran risk stayed live. JOLTS kept the Fed locked.
