Week 28 — Two shocks now dominate the tape, and one of them broke over the weekend
Week ending 2026-07-10
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Week 27 — The week's defining tension is a soft jobs print landing on top of a structurally hawkish Fed
Week ending 2026-07-03
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Week 26 — The lede is a war that re-ignited over the weekend
Week ending 2026-06-26
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Week 25 — The lede is a two-front fight that lands on Monday's open: a fragile, headline-by-headline Strait of Hormuz crisis colliding with the most hawkish Fed pivot in years
Week ending 2026-06-19
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Week 24 — The biggest story isn't on the tape yet — it's the weekend
Week ending 2026-06-12
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Week 23 — The macro regime flipped this week
Week ending 2026-06-05
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Week 22 — The biggest story isn't last week's record highs — it's the Iran deal that didn't get signed
Week ending 2026-05-29
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Week 21 — The lede is happening this weekend, not last Tuesday
Week ending 2026-05-22
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Week 20 — The Hormuz-inflation-Warsh trifecta
Week ending 2026-05-15
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Week 19 — Iran ceasefire teeters before Sunday's crude open
Week ending 2026-05-08
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Week 18 — Earnings Obliterate. Powell's Last Stand.
Week ending 2026-05-01
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Week 17 — Friday closed at all-time highs. The weekend rewrote the script.
Week ending 2026-04-24
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Week 16 — The lede is the weekend, not the trading week
Week ending 2026-04-17
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Week 15 — The ceasefire rally is dead
Week ending 2026-04-10
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Week 14 — Trump's Tuesday ultimatum to Iran is the story
Week ending 2026-04-03
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Week 13 — The Strait of Hormuz crisis is now the defining macro event of 2026
Week ending 2026-03-27
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Week 12 — The Iran war is now the dominant variable in every asset class
Week ending 2026-03-20
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Week 11 — The Iran war is no longer a tail risk — it is the macro regime
Week ending 2026-03-13
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Week 10 — Stagflation Shock
Week ending 2026-03-06
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Week 09 — Operation Epic Fury
Week ending February 27, 2026
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Week 08 — Collision Course
Week ending 2026-02-20
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Week 07 — The AI Reckoning
Week ending Feb 13, 2026
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Week 06 — The Great Rotation
Week ending Feb 6, 2026
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