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Nov 2, 2026
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5 min read
Default protection on the biggest AI spenders sits near records as futures bounce. Crude fell about 4% while strike bets barely moved. Binance says a net 2.1% of customer assets left in the first hours after it reopened.
Nov 1, 2026
6 min read
Bonds Bet Against a December Hike. Friday's Jobs Report Tests Them.
Oct 31, 2026
Alphabet Lost $500 Billion in a Day. Bonds Bet Against the Fed.
Oct 30, 2026
Intel's warning dragged PC and memory stocks lower while bonds rallied. Exxon and Chevron hit records on refining. Binance said it set aside $6.34 billion to repay users.
Amazon's spending ran ahead of its cash, and Intel guided far below forecasts. Binance paused withdrawals after a breach it sized at about $6.3 billion. Iran ceasefire bets swung after reports of strike options.
Oct 29, 2026
Microsoft's first U.S. bond sale since 2017 drew one of the deepest order books on record for a U.S. company. Quanta rose after raising its forecast, while Caterpillar fell after holding its own. DoorDash agreed to buy Instacart, and Kalshi nearly doubled its value.