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September 22, 2026Trading Signals - 22 September 2026
The AI rally is back: the Nasdaq is at a record and Bitcoin is at an eight-month high, but a narrow group is carrying the advance.
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September 21, 2026Trading Signals - 21 September 2026
A week of diplomacy: the UN General Assembly and the Trump–Xi summit on Thursday. Oil has fallen below $100, and for the first time in 45 weeks Bitcoin...
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September 18, 2026Trading Signals - 18 September 2026
Oil has fallen for three days and that has changed the picture this week: as inflation pressure eased, bonds and equities rose together for the first time.
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September 17, 2026Trading Signals - 17 September 2026
The Fed raised rates yesterday and signalled that more is to come: the dollar is at a seven-week high, so most of the ideas that ran against the...
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September 14, 2026Trading Signals - 14 September 2026
There are two decisions this week: the Fed on Wednesday and the Bank of Japan on Friday. A hike is priced into both, and the market is now...
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August 17, 2026Trading Signals - 17 August 2026
Monday 17 August 2026. A weak-dollar regime is in charge: soft retail sales pushed the dollar to its low of the month, the Fed is on hold while...
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August 12, 2026Trading Signals - 12 August 2026
Wednesday 12 August 2026 is US CPI day. The release is the likely catalyst for a breakout from a five-week squeeze, and Brent is at 90 dollars after...
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August 10, 2026Trading Signals - 10 August 2026
Monday 10 August 2026. A jobs shock brought risk appetite back, oil recovered, and US CPI is due on Wednesday. Stock coverage is broad today.
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July 17, 2026Trading Signals - 17 July 2026
Friday 17 July 2026. The regime has turned in crypto: the BTC short is the lead idea and the altcoin leg is short-weighted, with ETH the one long...
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July 01, 2026Trading Signals - 1 July 2026
Wednesday 1 July 2026. At the start of Q3 crypto has fallen to a 21-month low, with realized price, ETF outflows and Strategy's selling programme as the main...
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March 06, 2026Trading Signals - 6 March 2026
Friday 6 March 2026 is US payrolls day: a number above expectations would add to selling pressure. The 10Y Treasury yields 4.15% and the expectation of a Fed...
