Category: DAILY BLOG

An affectionately irreverent history of Non-Farm Payrolls: the monthly jobs report that sends gold, the dollar, bonds and stocks into a sixty-second frenzy, gets quietly...

Crypto answers to keys, not courts. From the Lufthansa vault to Binance’s $6.3 billion breach, the story of how money slipped free of banks, judges...

The Capital Dispatch · Central Bank Super Week · Macro Research Desk The Limits of Central Bank PowerTwo hundred years of history, twelve failed fixes...

Eight months after absorbing xAI, the merged company is the most heavily contracted compute lessor on earth, the most capital-hungry name in the Nasdaq-100, and...

The VIX is calm. Bonds, oil and gold volatility are not. Here is what the volatility family is telling traders in October 2026.

Traders today consult two oracles. One is the crowd, pricing the odds of tomorrow's events on Polymarket and Kalshi. The other is the chart, where...

The Long Wave Commodities · Currencies · Markets Research · 24 Sep 2026 · 45 min read From Pharaoh’s Granaries to the Petrodollar Do markets...

From the offshore FX bucket shops of the early 2000s to Hyperliquid's public blockchain — a quarter-century history of the maximum bet, and why the...

Explore how yen carry unwinding, US Treasury yields and dollar weakness are driving cross-asset correlations, with six trade setups for September 2026.

The rise of passive investing has created unprecedented market concentration. With ETFs, mega-cap stocks, and major asset managers increasingly moving together, growing liquidity and concentration...

Contraband to Continuous: Gold and Silver Trading’s 93-Year Road to 24/7 Markets | Capital Street FX Research ↑ Capital Street FX Research XAU/USD $2,485.40 (+0.42%)...

Be Careful What You Wish For — Oil Is Back to Pre-War Levels. The Consequences Are Just Beginning. | Capital Street FX Capital Street FX...