HeyJaredNo1's Daily Digest
Automated digest-feed of the last day of a select few twitter accounts
- Indexed issues, last 90 days
- 15
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Sep 16, 2026
Latest issues
Daily digest: 2026-09-30 (opens the original)
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TL;DR: today vs. yesterdayThe long end of the Treasury curve hit levels last seen in 2002 on a day when oil fell and a dovish Williams took October hike odds from roughly 70% to under 50%, so bonds have stopped taking their cue from crude. US-Iran talks stalled again, with Axios reporting Trump leans toward resuming major combat after the midterms, a Kuwaiti VLCC was hit in Hormuz, and Russia opened a strike campaign on Kyiv's power plants. Metals, copper and the AI funding loop are mostly conti
Daily digest: 2026-09-29 (opens the original)
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TL;DR: today vs. yesterdayBonds sold off worldwide. The US 10Y hit a 19-year high near 5.27%, the 30Y went to its highest in more than two decades, and gilts and JGBs hit their highs of the last 17 to 30 years. Gold (-3.4%) and silver (-5%) fell with them, heading into COMEX first notice day and China's week-long holiday closure. Iran talks went in a full circle in one afternoon: the Axios sanctions-relief leak, then an Al Hadath report that Iran would halt enrichment, then denials from both Tru
Daily digest: 2026-09-28 (opens the original)
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TL;DR: today vs. yesterdayIran says it hit 19 ships in Hormuz over two nights, a US official says it hit zero, and Sunday's satellite snapshot shows no ships in the strait at all. On Saturday Trump rejected Tehran's seven-day proposal, by Sunday he expected talks this week, and he has an announcement booked for 2pm ET today. Bonds had a bad reopen: the 30-year is above 5.50% for the first time since 2004, Japan's 2-year is at a 31-year high and gold has lost $4,200. Saudi strikes on Taiz, the Ky
Daily digest: 2026-09-27 (opens the original)
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TL;DR: today vs. yesterdayTwo things broke overnight. Trump publicly rejected Iran's seven-day ceasefire offer and told aides he expects to resume bombing after the 3 November midterms - and within hours the IRGC ran the largest anti-ship attack wave of the war through Hormuz, with mines reportedly laid on the southern Omani route. Secondary but real: a major incident with explosives arrests at RAF Fairford, Riyadh schools sent home for a week without an official reason, and a US-China joint sta
Daily digest: 2026-09-26 (opens the original)
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TL;DR: today vs. yesterdayThe Hormuz de-escalation trade died overnight: Iran put a dated seven-day offer on the table, and hours later the WSJ reported Trump had already rejected it and told aides he expects to resume bombing after the November midterms. Meanwhile the long bond kept going - the 30Y cleared 5.5% intraday for the first time since 2004, mortgages hit 7.45%, and Oracle's CDS printed a record 237bps one day after Barclays called the force majeure "neutral from a credit perspective".
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