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Iran Hit Jordan | Oil Jumped 2% | Warsh Pushed Hike Odds to 60% | Jobs Week Begins

Aug 31, 2026

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5 min read

Iran Hit Jordan | Oil Jumped 2% | Warsh Pushed Hike Odds to 60% | Jobs Week Begins

U.S. forces struck Iranian rocket launchers on Larak Island Sunday. Iran answered Monday with missiles at two U.S. bases in Jordan. Brent jumped toward $90, while September hike odds climbed above 60% after Kevin Warsh’s hawkish Jackson Hole speech. Payrolls land Friday.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The Week Every Bid Meets the Data Warsh Just Demanded

Aug 30, 2026

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5 min read

The Week Every Bid Meets the Data Warsh Just Demanded

Payrolls arrive Friday after July lost 23,000 jobs. Warsh said Friday the labor market is at full employment and inflation is the Fed's predominant focus. JOLTS and ISM Manufacturing land Tuesday. Broadcom, Dell, Hewlett Packard Enterprise and Ciena test AI revenue past Nvidia. Bitcoin enters near $80,000 with its best ETF month of 2026.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The Week Bitcoin Earned Its Macro Bid and Warsh Named His

Aug 29, 2026

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5 min read

The Week Bitcoin Earned Its Macro Bid and Warsh Named His

Bitcoin held near $80,000 on eight straight ETF inflow sessions while Warsh told Jackson Hole that inflation is the Fed's predominant focus. Nvidia posted its largest quarter ever. Oil fell as Hormuz diplomacy advanced. BlackRock called bitcoin a debt and debasement trade. Warsh said forward guidance has overstayed its welcome.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Warsh Put September Back in Play | Gold Dropped 3% | Bitcoin Fell Below $78,000 | Hormuz Still Isn’t Open

Aug 28, 2026

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5 min read

Warsh Put September Back in Play | Gold Dropped 3% | Bitcoin Fell Below $78,000 | Hormuz Still Isn’t Open

Kevin Warsh used Jackson Hole to warn inflation has not improved enough, pushing September hike odds toward 58%. The 2-year yield jumped to 4.35%, the dollar had its best day in months, and gold fell 3.2%. Bitcoin slipped below $78,000, while Hormuz traffic remained well below normal despite fresh diplomacy.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Marvell Fell 7% Despite a Beat | Warsh Speaks at 10 AM | Bitcoin Holds Near $80,000

Aug 28, 2026

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5 min read

Marvell Fell 7% Despite a Beat | Warsh Speaks at 10 AM | Bitcoin Holds Near $80,000

Marvell Technology fell 7.6% after record $2.74 billion revenue as Google-linked growth was pushed to FY2029. Salesforce surged 22% as its AI software story strengthened. Brent fell to $88.22 on fresh Hormuz progress, while Bitcoin held near $80,000 on eight straight ETF inflow sessions. Fed Chair Kevin Warsh speaks at Jackson Hole at 10 a.m. ET.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Nvidia Restored the AI Bid | Warsh Gets the Next Word | Hormuz Talks Deepen | Bitcoin Holds $80,000

Aug 27, 2026

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5 min read

Nvidia Restored the AI Bid | Warsh Gets the Next Word | Hormuz Talks Deepen | Bitcoin Holds $80,000

The Nasdaq jumped 1.57% as Nvidia added roughly $440 billion in market value after earnings. Salesforce, Okta and CrowdStrike joined the AI rally. Qatar returned to Tehran to push a Hormuz framework, while Bitcoin held near $80,000 ahead of Kevin Warsh’s Jackson Hole speech Friday.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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