The Monexus · Archive
Archive
72,745 dispatches across 27 desks. Search headlines, summaries and tags, or browse by date. Event threads appear once, with earlier dispatches linked from their coverage.
Coverage · 2026 · Markets · 331 articles
Clear search and filtersShowing 1–100 of 331 · newest first · page 1 of 4
Markets06 Sep
Iran warns of more painful retaliation after US strikes on three crude carriers
Markets06 Sep
Polymarket Posts Listed Odds Topics As Telegram Channels Described Strikes In Lebanon
Markets06 Sep
US Sanctions Turkish Bank Over Alleged IRGC Transfers
Markets03 Sep
Polestar trims delivery outlook as US-China EV perimeter fight hits the order book
Markets02 Sep
Snowflake jumps 22% after-hours as AI coding agent lifts the guidance line
Markets02 Sep
Chevron's $7bn Venezuela bet lands as Caracas drifts further from a 2026 vote
Markets02 Sep
Bessent's Iran oil math, parsed
Markets02 Sep
Oil jumps $4 on renewed US-Iran fighting; equities and bonds sell off into Asia
Markets01 Sep
Japan's 30-year yield threshold breaks, and the rest of the world pays attention
Markets01 Sep
Shein's Hong Kong debut prints soft: a fast-fashion valuation reset, with the wires reading the same tape differently
Markets01 Sep
Two versions of the SIDR: Hormuz incident lands on a wire that is already live
Markets01 Sep
Blockade extended, nuclear option ruled out: the shape of the Trump-Iran endgame takes form
Markets31 Aug
China's August data lands soft: airlines bleed on fuel, property slides on mortgage rules
Markets31 Aug
China's earnings season delivers the same verdict from three sectors: demand is cooling, fuel is biting, and the price war is thawing
Markets31 Aug
Bessent sets a weekly sanctions tempo on Iran, with a yen warning held steady
Markets28 Aug
Six months into the Iran war, Trump’s ‘little excursion’ meets the bond market
Markets27 Aug
Anthropic widens the shareholder exit while the AI labs try to speak with one voice on cyber defence
Markets27 Aug
OPEC+'s Pricing Power Is Slipping as China Reshapes the Oil Map
Markets26 Aug
Meta writes an $18 billion cheque to settle the social-media-addiction fight
Markets26 Aug
Asian chip names rise into Nvidia's earnings test as oil eases on Hormuz headlines
Markets26 Aug
Future Fund CEO Raphael Arndt to step down by year-end, board begins successor
Markets26 Aug
Tehran and Muscat move to redraw the Strait of Hormuz traffic map
Markets25 Aug
Ottawa hits back: Canada lines up C$20 billion in counter-tariffs and a C$7.5 billion support package
Markets25 Aug
Canada strikes back with C$27.6bn in retaliatory tariffs as the US trade fight hardens into a waiting game
Markets25 Aug
Trump floats 'Lake America' as US-Canada trade posture hardens
Markets25 Aug
Grayscale's Zcash ETF lands on US tape: a wrapper, a 70% monthly ZEC move, and the privacy question the SEC now has to answer
Markets25 Aug
A used-car scarcity, a state commodity desk, a Microsoft workforce shifting
Markets25 Aug
Oil steadies, defence rallies as Europe's traders weigh a wider sanctions net on Tehran
Markets25 Aug
Tariff Refunds, Used-Car Prices, and a Cable-Ship Budget: Three Asia Wires, One State-Shaped Morning
Markets24 Aug
Bessent has two levers. The market may only feel one
Markets24 Aug
Tehran names 45 tankers as Hormuz becomes the next market stress test
Markets24 Aug
Shein launches Hong Kong listing at up to $27bn after New York-London-Hong
Markets24 Aug
Iran's gas find lands in a sanctions week: how a 7.5 trillion cubic feet claim meets an oil-market standoff
Markets24 Aug
Bessent's 'economic D-Day' for Tehran meets a gas-field counter-pitch as the
Markets24 Aug
Alibaba raises $10.2 billion for AI push, shares slide on dilution
Markets24 Aug
Alibaba's $10.2bn AI placement and Shein's Hong Kong IPO land in the same week
Markets23 Aug
CTA equity exposure returns to pre-Iran levels as Treasury shorts hold and Tehran broadens its sanctions warning
Markets23 Aug
Diversification gospel sits one news cycle from a UN cheque: the late-summer 2026 picture for US investors
Markets22 Aug
Mexico signals it wants the US-Canada terms Ottawa refused as 50% levy takes hold
Markets22 Aug
'Tehran Talks Tough, Trump Talks Tougher: The Sanctions Spiral Resumes'
Markets22 Aug
Trump Talks Iran 'Right Deal' While Bessent Question Hangs Over the Curve
Markets22 Aug
Cattle slip, Polymarket pulse, Lebanon toll: three prints on 21 August
Markets21 Aug
Oil heads into the weekly close with sanctions risk back at the centre of the tape
Markets21 Aug
Asia's markets close a heavy week as yields and crude refuse to give ground
Markets20 Aug
BofA fund managers still call it stagflation, just less loudly
Markets20 Aug
Three Trump statements in 36 hours: a Strait he says is open, a venue he says is coming onshore, a crypto bill he says he wants
Markets20 Aug
Beijing tightens one capital handle and opens another: offshore trust scrutiny meets a new yuan debt market
Markets19 Aug
China's industrial stack pulls in two directions: a record year for electric trucks and buses, a yuan bond push offshore
Markets19 Aug
US-run Hormuz oil corridor moves millions of barrels a day, Axios reports; Polymarket prices 35% chance of normal traffic by year-end
Markets19 Aug
Three signals from Beijing on the same morning, none of them reversible on a quarterly cycle
Markets19 Aug
Ghalibaf at the Soleimani memorial: a Baghdad staging that doubles as policy
Markets19 Aug
Ghalibaf's Baghdad Visit Puts Soleimani Memory Beside a Wider Diplomatic Agenda
Markets19 Aug
Yuan share of Hong Kong fast-payment rail hits six-month high on a quiet trading day
Markets18 Aug
Japan’s bond market tests a ceiling policymakers can no longer ignore
Markets17 Aug
Trump pulls the MoU off the table while the 30-year yield prints a 19-year high
Markets14 Aug
Brookfield's $627m Japan rental deal lands as Tokyo reopens the yen debate
Markets14 Aug
Reddit's S&P 500 entry is a test of index power
Markets14 Aug
Reddit's S&P 500 promotion turns a retail-favourite forum into an index heavyweight, and the buy-the-news math starts now
Markets13 Aug
Anthropic's $3 trillion whisper, an M&A brain, and agents that talk back
Markets13 Aug
Houthis claim fresh drone strike on Aramco's Jizan facility on eve of Geneva accord
Markets12 Aug
Tata Sons chairman exit exposes a $400bn governance fault line
Markets11 Aug
Shein aims to open Hong Kong bookbuild as soon as 19 August at US$35 billion reported target
Markets10 Aug
Oil spike on Iran tensions reshuffles US sector bets
Markets10 Aug
Trump signs vaccine order, extends Jones Act waiver, signals Iran damages claim on a single news day
Markets10 Aug
Hormuz standoff stalls as traders price in a long blockade
Markets10 Aug
Japan's weak yen is two stories on one tape: a corporate windfall and a current-account deficit
Markets07 Aug
Hyperscalers pass $1.46 trillion in physical assets, narrowing the gap with Big Oil
Markets07 Aug
Wintermute files to trade US commodities and ETFs as a paycheck-to-paycheck data point lands the same day
Markets06 Aug
Blasts on Qeshm, talks through Muscat: Iran walks two tracks in the Strait of Hormuz
Markets06 Aug
Oil falls, yen pinned at 157, and a Gulf tech rethink reverberates
Markets04 Aug
Japan's defence review lands as nursing-care firms cross into China
Markets04 Aug
SpaceX faces its first public earnings test while rivals watch the satellite squeeze
Markets04 Aug
War premium returns to Japan's trading houses as Iran shock lifts commodity prices
Markets03 Aug
Tokyo and Washington back the yen as Japan runs three pressures at once
Markets03 Aug
Japan's $32bn yen defence, and the line Tokyo is now holding
Markets03 Aug
The U.S. Treasury Joined Japan in the Yen on Friday. By Monday, Tokyo Was Already Trading the Aftermath.
Markets30 Jul
Polymarket puts OpenAI's 2026 IPO at 19%, and a Citadel secondary deal is quietly reshaping the math
Markets28 Jul
Two Unusual Whales posts, one K-shaped economy
Markets27 Jul
Iraq's Islamic Resistance denies Abqaiq strike, blames Yemen, threatens retaliation
Markets27 Jul
Oil slips and equities firm as Trump signals a diplomatic window, with Iran denial unresolved
Markets27 Jul
Saudi Arabia says it intercepted drones from Iraq; Houthis claim the launches as a post-ceasefire probe
Markets26 Jul
Oil down 5% as US, Iran pause strikes for a second night
Markets26 Jul
Houthi claims of three Saudi tanker strikes ripple through Iran-aligned wires
Markets25 Jul
Houthis hit ARAMCO at Jazan: a thin source set, a wider risk surface
Markets24 Jul
Polymarket puts a 13% handle on a Trump tariff dividend; same week, the Iran posture gets louder
Markets24 Jul
Oil back above $100 and Polymarket puts a U.S.–Iran ceasefire at one in six for July
Markets21 Jul
Japan's Convertible Bond Boom Meets a Skeptical Wall Street Tape
Markets21 Jul
Six vessels diverted off Yemen as Ansarallah tightens port ban on Saudi shipping
Markets21 Jul
Goldman flags a hedge-fund retreat from US tech and a $120 oil ceiling in the same week
Markets21 Jul
Tanker attack off Limah reopens the question of who guards the Strait of Hormuz
Markets21 Jul
China holds back its reserves as Iran war reignites and car sales skid
Markets20 Jul
Hut 8's $9.8B Texas bet lands as insider selling, DRAM squeeze and starter-home math redraw the cycle
Markets20 Jul
Two Argentine Defenders Skip Trump's Hand at Copa América Final Ceremony
Markets20 Jul
Hormuz stays closed, Trump reaches for sanctions, and China quietly buys the dip
Markets19 Jul
Trump Media wants Wall Street to pay for millisecond access to the president's feed
Markets18 Jul
Kuwait's oil sites take hits as Iran retaliation broadens the Gulf's risk surface
Markets18 Jul
Ukrainian strike levels two Wildberries warehouses in Moscow region
Markets18 Jul
Iran strikes hit Kuwait oil site and US base as Gulf energy corridor takes direct fire
Markets18 Jul
Kuwait Oil Company reports extensive damage to a major facility after Iranian drone strikes
Markets18 Jul