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Skew & Signal #4

Jul 15, 2026

Skew & Signal #4

Oil spiked, inflation cooled, and Wall Street's biggest banks kicked off earnings season all in the same 24 hours — a reminder that markets are now pricing several conflicting stories about the economy at once.

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Skew & Signal #3

Jul 13, 2026

Skew & Signal #3

Chips are back in the driver's seat. A record foreign IPO, a quarter-trillion-dollar reshoring bet, and banks quietly wiring themselves into stablecoin rails all point to capital chasing infrastructure, not just headlines.

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Skew & Signal #2

Jul 10, 2026

Skew & Signal #2

Energy risk is back in the price of everything. Markets are repricing a renewed Iran conflict just as global growth expectations soften, while financial-policy and household data show the pressure is spreading well beyond trading floors.

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Skew & Signal #1

Jul 8, 2026

Skew & Signal #1

Oil Spikes, SpaceX Slips, and Apple Bets Big: This Week's Market-Moving Headlines

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