All of our previous posts
Apr 7, 2026
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3 min read
Large caps are holding relatively steady, but small caps continue to drift lower — a signal markets are becoming more selective.
Apr 4, 2026
4 min read
Crude has pushed higher in late March, but cross-asset reaction suggests markets are absorbing rather than escalating the move.
Apr 2, 2026
Late March markets are still functioning, but uneven breadth and fading moves show conviction remains selective.
Mar 31, 2026
Late March markets are still functioning, but wider bid-ask spreads and smaller trade sizes show liquidity is less abundant than it looks.
Mar 28, 2026
Geopolitical risk and energy pressure remain, but markets are responding less to each new development.
Mar 26, 2026
Despite volatility in equities and energy, credit markets remain orderly — a key condition signal.
Mar 24, 2026
Leadership is changing beneath stable indexes — a sign of reallocation, not exit.
Mar 21, 2026
Markets are still pricing risk, but the pace of repricing has slowed — a different kind of volatility regime.
Mar 19, 2026
Energy shocks and geopolitical tension persist, but markets are no longer reacting the same way.
