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Weekly Market Insights

Published every week — structural analysis of live market conditions

Week of 2026.08.24
Weekly Market Recap | Aug 24 - Aug 28, 2026: Proof of Demand, Price of Policy
Volatility Dollar Fed
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Week of 2026.08.17
Weekly Market Recap | August 17 - August 21, 2026: Risk allocation: long-end pressure, retail selectivity, hard-asset demand
Volatility Equities Options
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Week of 2026.08.10
Weekly Market Recap | Aug 10 - Aug 14, 2026: Disinflation Meets a Firmer Oil Tail: Policy Relief, Optical Scale, Long-End Resistance
Volatility Liquidity Options
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Week of 2026.08.03
Weekly Market Recap | Aug 3 - Aug 7, 2026: Rate Relief Meets a Higher Earnings Bar: Jobs Repricing, AI Dispersion, Oil Normalization
Equities Options Dollar
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Week of 2026.07.27
Weekly Market Recap | July 27 - July 31, 2026: AI capex accountability: cash conversion, event dispersion, long-end repricing
Volatility Dollar Fed
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Week of 2026.07.20
Weekly Market Recap | July 20 - July 24, 2026: Earnings Dispersion: Tesla Drops, Semis Rebound, Crude Advances
Volatility Equities Options
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Week of 2026.07.13
Weekly Market Recap | July 13 - July 17, 2026: Capex hangover
Equities Liquidity Options
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Week of 2026.07.06
Weekly Market Recap | July 6 - July 10, 2026: Narrow leadership. META owns the tape. Chips whipsawed. Iran ceasefire cracks. VIX drifts to 15.
Volatility Equities Options
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Week of 2026.06.29
Weekly Market Recap | June 29 - July 2, 2026: Dow ATH. Chips Crash. Quarter-End Rebalance Runs the Tape.
Volatility Liquidity Fed
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Week of 2026.06.22
Weekly Market Recap | June 22 - June 26, 2026: Stealth liquidity, no shelter. Tech split in two. The dispersion regime arrived.
Volatility Options
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Week of 2026.06.15
Weekly Market Recap | June 15 - June 18, 2026: Hawkish Warsh; Iran Deal; Oil Cracked.
Options Fed
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Week of 2026.06.08
Weekly Market Recap | June 8 - June 12, 2026: V-Shape Week; Chips Lead; FOMC Sets Up Hot.
Volatility Options Fed
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Week of 2026.06.01
Weekly Market Recap | June 1 - June 5, 2026: The Streak Breaks. NFP Reprices Cuts. Vol Surface Wakes Up.
Volatility Options Fed
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Week of 2026.05.26
Weekly Market Recap | May 26 – May 29, 2026: Ninth Up, Peace Trade, DELL Pays the Tape
Volatility Options Fed
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Week of 2026.05.18
Weekly Market Recap | May 18 - May 22, 2026: Buying the Bid, Selling the Vol
Volatility Options
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Week of 2026.05.11
Weekly Market Recap | May 11 - May 15, 2026: The Handoff
Volatility Options Fed CTA
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Week of 2026.05.04
Weekly Market Recap | May 4 - May 8, 2026: AI Bottlenecks Become the Trade
Options Dollar Fed
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Week of 2026.04.27
Weekly Market Recap | Apr 27 - May 1, 2026: Compression Without Resolution
Volatility Options Dollar Fed
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Week of 2026.04.20
Weekly Market Recap | Apr 20 - Apr 24, 2026: The Tape That Refused to Break
Volatility Liquidity Options
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Week of 2026.04.13
Weekly Market Recap | Apr 13 - Apr 17, 2026: The Post-Ceasefire Paradox
Volatility Equities Options CTA
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Week of 2026.04.06
Weekly Market Recap | Apr 6 – Apr 10, 2026: The Ceasefire Effect
Volatility Options Fed
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Week of 2026.03.30
Weekly Market Recap | Mar 30 – Apr 2, 2026: Selling Volatility, Not Direction
Volatility Options
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