The Last Hike Before the Lull
The Last Hike Before the Lull On July 3, 2008, the European Central Bank raised its main rate to 4.25%. Euro-area inflation was running at 4%, Brent was a week from its record…
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The Letter Comes Before the Vote
The Letter Comes Before the Vote Monday the 26th, the real lost 8.2% against the dollar in one session, its worst day since January 1999. The Ibovespa fell 13.88% and tripped…
Welcome to the Waiting Room: A Letter to Binance Depositors From Someone Who Has Been Here Since 2014
Welcome to the Waiting Room: A Letter to Binance Depositors From Someone Who Has Been Here Since 2014 To whoever is refreshing a withdrawal page this morning, Take a chair. The…
Tracking Update: Your $9 Billion of Capex Is Delayed in Transit
Tracking Update: Your $9 Billion of Capex Is Delayed in Transit Shipment: AI infrastructure, third quarter. Carrier: the global supply chain. Estimated delivery: 2027, subject…
Same Trucks, New Zip Code: GM Finds the Cheapest Capex in America
Same Trucks, New Zip Code: GM Finds the Cheapest Capex in America General Motors did not build a better truck on Tuesday. It announced that from November 17 its shares will…
Long Paper, Short Barrels
Long Paper, Short Barrels Two prospectuses arrived on Monday and the tape graded them in opposite directions. The Philadelphia semiconductor index rose 2.8% and still sits 12.2%…
The Other Central Bank Reports Wednesday After the Close
The Other Central Bank Reports Wednesday After the Close Wednesday's Fed decision needs no preview. A hold at 3.75–4.00%, a December hike priced at roughly 80%, a chair who…
Everyone Is Booked for December
Everyone Is Booked for December Three central banks meet in three days, and the winning move on all three is to do nothing and call it discipline. The Fed decides Wednesday.…
The Agency Blinked, the Bond Market Didn't
The Agency Blinked, the Bond Market Didn't Moody's had a decision to make on Friday evening and the consensus had already made it for them: Aa3 down to A1, aligning France with…
Winter Timetable 2026: Services Departing Before and After November 3rd
Winter Timetable 2026: Services Departing Before and After November 3rd Brent settled Thursday at $113.17, the highest since May 4. On Friday it was edging toward $113.6 with…