Markets Daily
Your no-BS market brief, every weekday at 7am. Brought to you by Jellypod.
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October CPI Stares Down Wall Street
October Jobs Blowout Tests Market Bounce as Yields Rise
Split Tape: Dow Gains as Chip Stocks Stumble
Gridlock Relief Sparks a Post-Election Rally
Election Day Markets, Post-Earnings Selloffs, and the Midterm Playbook
Futures Bounce, Oil Tumbles, and Oracle's $20B Raise
Tech Stumbles on Amazon and Intel as Energy Flexes Cash
Tech's Cash Flow Divide, Hot Data, and Pre-Bell Rotation
Fed Decision Looms as AI Optimism Clashes with Energy Squeeze
Brazil's Shockwaves, SoFi Earnings Beat, and Yields Test 5%
Anthropic's S-1 Drops, Oil Cools, and Brazil Slides
Bonds Rally, Oil Bites: A Market Caught Between Two Worries
Big Tech Beats, Chips Break: Is This a Dip or a Breakdown?
United’s Fuel Test: Can Demand Outrun $100 Oil?
GE’s Big Quarter Meets the $100 Oil Test
Cleveland-Cliffs Surges as Markets Test a Rebound
Warsh Cools the Rate-Hike Panic—for Now
TSMC Beats, Tech Breaks: The AI Debt Test
CPI Resurges on Oil Shock: Will the Fed Hike Again?
Goldman Smashes Earnings, Dimon Warns of Shifting Ground
Oil Surges as Truce Talks Collapse in Ukraine and the Middle East
Delta's Fuel Shock Tests the Limits of Pricing Power
Fed Friction, $100 Oil, and PepsiCo's Margins
Yield Shock: 30-Year Rates Hit 5.7% as Fed Minutes Loom
Yields at 24-Year Highs: Are Stocks Brave or Blind?
Stocks Rally, Bonds Push Back on Weak Jobs Data
Weak Jobs Data, Rate Relief, and the Market’s First Move
Micron, Market Breadth, and the Rally Test
Inflation Cools, Fed Bets Fade, and AI Valuations Explode
Oil Shock, Yield Spike, and the Illusion of Market Strength
Stocks Ignore 5% Yields as AI and Consumer Fault Lines Grow
Yields Spike, Oil Rises, and the Fed Stays Hawkish
Treasury Yields Spike as Fed Hike Odds Jump
Yields Top 5% as Buffett Steps Aside at Berkshire
Markets Split as Yields Near 5% and Oil Stays Hot
Fed Hike Shock, Weak Breadth, and a Volatile Week Ahead
5% Yields, Fed Hike Fallout, and Market Crosscurrents
Fed Hikes Again as Yields Hit 5%
Markets Brace for a Fed Hike as Yields Hit 5%
Markets Brace as Yields Test 5% Ahead of Fed Decision
Treasury Yields Jump as Fed Hike Odds Climb
CPI Showdown, $100 Oil, and the Fed’s Next Move
Oil Spike, Yield Surge, and the Pre-PPI Market Crossroads
Brent at $100: Premarket Selloff and the Fed Inflation Test
Oil at $90, Jobs Beat, and the Fed’s September Dilemma
Payroll Shock Reprices the Fed
Blowout Payrolls, Sticky Inflation, and the Fed’s Next Move
Layoffs Jump as Crude Nears 97: The Stagflation Trap
Hormuz Shock, Soaring Yields, and Dell’s Big Beat
40 Trillion Debt Shock Sends Futures Lower
Hormuz Shock Sends Oil Higher as Wall Street Braces
Sticky PCE and the Fed Cut Debate
Nvidia Pops, Yields Bite: Tech Leads a Mixed Premarket
Bond Market Revolt: Yields Surge and Rate Hike Odds Return
Yields Surge as Oil and Retail Warnings Hit the Open
AI Rally Meets Oil Pressure
Record Highs, Cooling Inflation, and the Retail Sales Test
PPI Flatlines as Pre-Market Movers Surge
CPI Relief Meets Oil Shock as AI Stocks Surge
Payroll Shock Sets Up a CPI Standoff
Intel’s $15B Dilution Shock Hits the Market
Hormuz Tensions, Tech Margin Pain, and Jobs Data
SpaceX Lockup Shock and the Market’s Split Tape
AI Capex Fuels a Physical Infrastructure Boom
Oil Slides, Yields Ease, and Marriott Shows a Split Screen
Crude Drops Below $80 as Peace Talks Calm Markets
Yield Spike Hits Tech as Energy Cash Flows Take Center Stage
AI Winners, Bond Shock, and a 19-Year Yield Spike
Fed Hike Shock, Oil Spike, and the AI Trade Hangover
AI Capex Meets the Great Market Rotation
Oil Slides, But the Geopolitical Risk Premium Isn’t Gone
Oil Shock, Defensive Plays, and the Consumer Crack
AI Capex Hangover Spurs Rotation Into Defense and Rails
AI Trade Under Stress: Supermicro, Oil, and Tariff Shock
Chip Rally vs. Geopolitical Risk
Gold Spikes, Chips Bounce, and Domino’s Warns on Consumers
AI Shockwaves, Oil Spike, and a Risk-Off Pre-Market
PayPal Rejection, Chip Selloff, and Netflix’s Low Bar
Stripe’s $53B PayPal Bid Shakes the Tape