Brief archive
July 2026
- July 20, 2026Daily
Oil’s weekend escalation failed to hold above $90, AI pressure widened from chip crowding to model economics, and nuclear fuel emerged as a new supply candidate.
- July 18, 2026Weekend review
Saturday, July 18, 2026 · Week in review and the proof path ahead
- July 17, 2026Daily
AI crowding broke further, the broad Treasury-stress thesis weakened, and the oil disruption trigger remains only partly confirmed.
- July 16, 2026Daily
Hormuz disruption gained enough operating evidence to raise the energy-risk watch, while bank results preserved rather than cleared the credit question and grid hardware emerged…
- July 15, 2026Daily
Monthly producer prices strengthened the cooling case, while oil and credit remain unresolved rather than improved.
- July 14, 2026Daily
No material regime change today.
- July 13, 2026Daily
No material regime change today.
- July 11, 2026Weekend review
The week raised near-term energy and inflation risk without confirming a durable oil shortage.