Thursday, August 20, 2026: Treasury Doubles Bond Buyback, Markets Rally
The Daily Briefing · Thursday, August 20, 2026 Treasury Doubles Bond Buyback, Markets Rally The Treasury will at least double long, end bond buyback...
Wednesday, August 19, 2026: Global Bond Market Rout Drives Yields to Decade, High Levels
The Daily Briefing · Wednesday, August 19, 2026 Global Bond Market Rout Drives Yields to Decade, High Levels The US 30, year yield surged to a 19, year high...
Tuesday, August 18, 2026: Stripe's $7B OpenRouter Bet on AI Routing
The Daily Briefing · Tuesday, August 18, 2026 Stripe's $7B OpenRouter Bet on AI Routing Stripe agreed to acquire OpenRouter for more than $7 billion, a 5.4x...
Monday, August 17, 2026: Brent Tops $88 as US Threatens New Iran Sanctions
The Daily Briefing · Monday, August 17, 2026 Brent Tops $88 as US Threatens New Iran Sanctions Brent crude rose above $88 a barrel Friday, gaining more than...
Friday, August 14, 2026: Iran: Hormuz Strait Stays Closed Until Demands Met
The Daily Briefing · Friday, August 14, 2026 Iran: Hormuz Strait Stays Closed Until Demands Met Iran's conditions for reopening the Hormuz strait include...
Thursday, August 13, 2026: Cisco CSCO Q4 FY2026: AI Orders Hit $9.3B, Network Infrastructure Cycle Deepens
The Daily Briefing · Thursday, August 13, 2026 Cisco CSCO Q4 FY2026: AI Orders Hit $9.3B, Network Infrastructure Cycle Deepens Cisco Q4 FY2026 revenue rose...
Wednesday, August 12, 2026: TTD Q3 2026: Revenue Guidance Down 12%, Margins Crater
The Daily Briefing · Wednesday, August 12, 2026 TTD Q3 2026: Revenue Guidance Down 12%, Margins Crater The Trade Desk's Q3 2026 revenue guidance floor of...
Tuesday, August 11, 2026: Iran IRGC Holds Hormuz Blockade, Demands $300B Fund
The Daily Briefing · Tuesday, August 11, 2026 Iran IRGC Holds Hormuz Blockade, Demands $300B Fund The Hormuz blockade has cut daily vessel transits 94%, from...
Monday, August 10, 2026: Cloudflare: Machine Traffic Tops Human Traffic Online
The Daily Briefing · Monday, August 10, 2026 Cloudflare: Machine Traffic Tops Human Traffic Online Bot and automated traffic reached 57.5% of global HTTP...
Friday, August 7, 2026: S&P 500 Q2 Earnings Growth Hits 47.5%, Dwarfs Norms
The Daily Briefing · Friday, August 7, 2026 S&P 500 Q2 Earnings Growth Hits 47.5%, Dwarfs Norms Q2 2026 blended earnings growth of 47.5% is the strongest...
Thursday, August 6, 2026 — Shopify Wins Overweight, Buy Calls on AI Commerce Bet
Pomegra The Daily Briefing · Thursday, August 6, 2026 Markets Shopify Wins Overweight, Buy Calls on AI Commerce Bet Morgan Stanley starts Shopify at...
Wednesday, August 5, 2026 — SpaceX SPCX: $1.2T Market Cap Drop, Analysts Stay Bullish
Pomegra The Daily Briefing · Wednesday, August 5, 2026 Markets SpaceX SPCX: $1.2T Market Cap Drop, Analysts Stay Bullish SPCX fell from an all-time high of...