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Sep 18, 2026
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5 min read
Container rates are within striking distance of the pandemic record. Three researchers used Claude to access OpenAI's source code. Prices are 27% above January 2021 with weeks to the midterms.
Sep 17, 2026
Hormuz has been effectively shut for 200 days. Lennar cut its delivery outlook with earnings near half last year. CoreWeave raised debt and equity on the same day. The SEC opened tokenized stocks two days after Congress failed.
6 min read
Trump kept Warsh but called the board hostile and demanded 1% rates. Three airlines cut capacity despite strong demand. Saudi says half the pipeline back in days. The hike pulled Holtec's IPO. OpenAI published six model failures it was not required to disclose.
Sep 16, 2026
The Fed hiked 12-0. The dot plot showed one more hike this year. Diesel pass-through hits goods prices in October-November. J.B. Hunt cut guidance. Chips rose on a down tape.
Bond shorts are at a tactical extreme heading into the Fed vote. Americans paid $107B extra for fuel on a 3% savings rate. Businesses are split on whether any of it is temporary. Freight to Asia hit a record.
Sep 15, 2026
Three officials rejected AI regulation on the same day. Salesforce built a reasoning model to stop routing prompts to the labs. China's factories are growing but consumers are not.