North Shore Notes · by Kaiyu
中

Daily Brief

2026

88 public briefs, grouped by month.

Time Index

Choose a Month

Each month is a compact market log, sorted newest first.

Month September 2026 September 1, 2026 - September 18, 2026 Latest Crypto surges, the yen weakens after a BOJ hike, and oil contracts need a closer look 12 briefs Open month Month August 2026 August 3, 2026 - August 31, 2026 Latest Hormuz tightens again while markets price only a limited shock 22 briefs Open month Month July 2026 July 1, 2026 - July 31, 2026 Latest Long-End Yields Rise Again as AI Rewards Delivery 23 briefs Open month Month June 2026 June 1, 2026 - June 30, 2026 Latest USD/JPY Breaks 162 = the Last Straw of a 40-Year Extreme Is Being Weighed — While Oil Analysts Capitulate for the First Time 21 briefs Open month Month May 2026 May 18, 2026 - May 29, 2026 Latest Trump Enters Situation Room as MoU Countdown Meets DELL +28% AI Breakout 10 briefs Open month

Latest Briefs

Crypto surges, the yen weakens after a BOJ hike, and oil contracts need a closer look

Broad U.S. equities are nearly flat as crypto companies surge and power and fertilizer producers decline; Saudi transshipments ease supply concerns, U.S. factory output falls, and Japan's rate hike fails to strengthen the yen.

Bitcoin: $80,900Bank of Japan policy rate: 1.25%U.S. manufacturing output: -0.3%Saudi crude sales for transshipment via Oman: 60 million bbl

Stocks and bonds rebound after the Fed hike as oil falls and chips lead

The Fed raises rates by 25 basis points and projects a higher path ahead, while falling oil and stronger chips support an intraday rebound; Russia sanctions reach the president, Google remedy details emerge, and the SEC opens a limited route for tokenized stocks.

Federal funds target range: 3.75%–4.00%WTI continuous futures: $100.84Intel: +8.50%US initial unemployment claims: 196,000

Oil eases and chips rebound as resilient spending precedes the Fed decision and crypto legislation stalls

Hopes for Saudi pipeline repairs ease oil pressure, but EIA data contradict API's large inventory build; retail sales recover, Intel benefits from partnership talks, and crypto companies weaken after the CLARITY vote fails.

WTI continuous futures: $101.78US retail sales: +1.2%Intel: +5.08%US spot bitcoin ETF net flows: -$450.33M