F8 · ARCH
Issue archive
One page per cash session. Weeknights drop at 20:00 ET for the next day. Monday’s page drops Sunday at 16:20 ET.
- Mon, Sep 21, 2026The 5% lineThe ten-year closed a whisker from 5.00. Oil is still three digits. The Fed hiked Wednesday for the first time in three years. Monday opens with Hormuz risk, a Xi–Trump week, and Costco-to-FedEx earnings.ISSUED
- Fri, Sep 18, 2026Yields bite, oil pausesInto the Friday session: a 5% 10-year is live, crude has come off the boil on Saudi-channel headlines, and the tape is a tug-of-war between those two.ISSUED
- Thu, Sep 17, 2026Relief is a price, not a policyThe day after the hike. Oil off the highs, yields off the highs, tech bid. Treat it as a squeeze until proven otherwise.ISSUED
- Wed, Sep 16, 2026The hikeFOMC day. First increase in three years. Oil above $100. Do not trade the 25 bp — trade the paragraph on the path.ISSUED
- Tue, Sep 15, 2026FOMC evePositioning into the first hike in three years. Oil is the input; the committee is the output.ISSUED
- Mon, Sep 14, 2026Under the August highS&P still ~2% shy of 7,816.70. War and yields are the ceiling; earnings are the floor.ISSUED
- Fri, Sep 11, 2026Oracle in the rear-view, Fed in the windshieldSoftware prints digested. The committee is next week’s only event that matters.ISSUED
- Thu, Sep 10, 2026Adobe, Oracle, same nightThe last software cluster before the hike. Backlog > EPS.ISSUED