15bp higher this week for US10yr bonds and NQ set to close at RECORD highs. Most likely you have tried your hand at shorting indices this week and had your fingers burnt! Join me LIVE for the daily market rundown as we discuss the breakout to record highs and more. 1. Nasdaq to close at record highs 2. The weekend risk trade 3. BTC in-play for today piped.video/live/Run1jzZc1fE…

Phased deal=non-starter The US wont lift the blockade unless its free movement of traffic.

Yields are rising because growth is accelerating in Europe and Particularly US.

If you are a Gold Perma Bull- you best strap in. There is a deep drop coming in near term. Join me Live for the daily market rundown as we discuss this and more. 1. Gold at risk of hard rop 2. Yields flying but risk contained 3. Dollar bidding on tighter fed policy piped.video/live/rkWUQXuLX2A…

Diesel export bans, Bunds - OATs spread, eurusd impact, shifting tides in US sovereign debt correlation to oil and equities ... without even meaning to, Bran gives a real masterclass in looking for thematic opportunities rather than "mE buY NazZdAck DiP" [insert pepe emoji]. Presciently, I can hear a few of you saying, "yeah, but it works," to which I say, congratulations, god be with you, and have a good life. Keep buying those NQ dips, just as I did this morning. Nothing wrong with that. Understanding macro themes doesn't make you a better trader. It *can* make you a worse trader if you get too much into your head. Any performance activity, whether it's sports, sex, or trading, will suffer if the brain gets too involved. So, you still need street smarts to actually execute well as a good trader. Market Sense™ if you will. Intuition honed from years of experience that tells you when opportunity is asymmetric, when to chase, when to stand down, and all that. But, having some understanding of market themes opens doors of opportunity to put those technical and practical execution skills to work. Without it you have no idea what's actually going on, which markets are more in play and which are dead and should be avoided. You let the market come to you and ask "what's paying right now?" rather than "let me find a trade on the only contract I ever look at." #ES_F #NQ_F $SPY $QQQ

For some, trading is a professional career pursuit. For most, its just a fun gamble. I can guarantee you, trading will never be that simple. P.S. Im going to start including trendlines into my Daily Market Rundown to up my viewings.

Hopefully you didnt think AI, i mean SI, I mean AGI was right most of the time.......

US10yr yields up +10bp and US indices are not-phased....VIX 14.5. If you confused why, let me explain. Higher yields today are because investors are revising higher growth expectations. You dont panic dump if hot growth is driving higher yields.

WTI down -13% in last 6 sessions. US10yr yields? 3bp..... That is significant. Bonds are pricing in structurally higher growth/inflation. At some point this acts as an anchor on higher equity prices. Join me LIVE on the daily market rundown as we discuss this and more. 1. Talk between US and Iran promising 2. European Bond spreads widening again 3. Bonds have 6 reasons to buy piped.video/live/m_-7PEbdGa4…

IMAGINE what bond yields do if Oil goes bid $3 tomorrow......... Keep in mind. Whilst everyone has turned bullish and bought the rally yesterday. You need yields to behave. Otherwise, the longs will be wiped out in a single session.

Oil down -5% on the week and US long bonds up a measly 5 points........long bonds look unhealthy and lacking of loveeeee.

META's new agentic AI hits record download and the stock rallies 10%.....this is the definition of the 'everything rally'. Join me LIVE for the daily market rundown as we discuss what markets this is set to impact and more. 1. META Rallies 10% on agentic AI 2. Iran signals readiness to talk 3. Bond yields are slowing retracing piped.video/live/VGEp4Ife-NM…

If #ES_F and #NQ_F being completely above VWAP for 16 hours was not enough to make you think long this morning, listening to @Trader_Bran's morning rundown would have probably caused you to lean that way. If you don't watch it, I have to ask, wtf are you doing? $SPY $QQQ

Bitcoin is flying high. On its own. This after major central banks hiked last week. Its not the debasement trade, rather its the everything goes up trade. Join me LIVE as we discuss this and more on the daily market rundown. 1. Is this Peak escalation in Middle East 2. Breakevens are collapsing post Fed hike 3. Bitcoin surges on its own piped.video/live/4FBtBvX4U58…

US10yr Bonds back at 4.95% Oil down on the week VIX below 16 All is calm- join me LIVE for the Daily Market Rundown as we discuss the key things driving markets. 1. Bond Yields fall further 2. BOJ not hawkish enough 3. Mag 7 continues to lead piped.video/live/SuxMWSTD414…

A class act from Chairman Warsh. He squashed bond volatility with a commitment to bring inflation to target in a timely manner. Ambiguity and a lack of guidance has bought him much needed time as the Middle East War continues. The calm is enough to put risk-markets on the front foot and ready for a rally to record highs. Join me LIVE for the daily market rundown as we discuss this and more. 1. Warsh creates calm markets 2. Risk markets ready to rally 3. Bank Of England in-play piped.video/live/oh-JYTCIbro…

Polymarket odds of a negative Truth Social post to hit in 60minutes post fed hike are rocketing!!! Thank you for your attention.

8/18 Fed members think 1 more hike next year...... Higher for longer is the consensus.