Sector Cycle Radar

Never miss a post—subscribe below to get the latest updates and exclusive content delivered straight to your inbox.

Jul 19, 2026

The Bond Market Already Voted. Now Wall Street Waits On A Single Chip Print Tuesday Night.

Markets have been closed since Thursday. Tuesday at 4:05 PM Eastern, Micron prints — and the year-long chip rally either extends or breaks.

Jul 15, 2026

The Sunday Night Open Did the Job the Cable Channels Could Not Do Through the Weekend — A Six-Point-Seven-Percent Gap-Down in West Texas Intermediate, an Eight-Basis-Point Gift to the Long End of the Treasury Curve, and a Federal Reserve Chairman Who Now Walks Into His First Dot-Plot With a Cleaner Set of Variables Than the One He Faced on Friday

A Monday morning note on the verified Sunday-night repricing of the energy complex under the Islamabad Agreement, the 14-basis-point overnight collapse in the 10-year breakeven inflation rate, the September-cut probability that bounced overnight on Polymarket, what the Empire State Manufacturing Survey at 8:30 AM and the NAHB Housing Market Index at 10:00 AM will tell the buy-side about June activity, and what the historical record says happens to an equity multiple when a wholesale-inflation surge unwinds in the same forty-eight hours a new Federal Reserve Chairman is putting the final touches on his Summary of Economic Projections.

Jul 6, 2026

OPEC+ Chose The Boring Path Sunday, Premarket Futures Are Pricing A Chip-Complex Reversal Into The 9:30 Open

A 188,000-barrel-a-day August output hike removes the weekend's one live macro risk. But Thursday's sector scoreboard is still on the wall until the first real print of the week replaces it this afternoon.

Jul 5, 2026

The Chip Stocks Cracked This Week. The Banks Quietly Took The Lead.

Stocks just closed their best week in two months even as the AI-chip trade fell nearly 10% in two days. The money didn't leave the market — it walked into banks, hospitals, and the grocery aisle, while gold quietly set a fresh record at $4,196.

Jul 4, 2026

America Turns 250 And The Market Takes The Day Off. The Scoreboard It Left Behind Says Plenty.

Stocks just had their best week in two months, small companies had their best half-year in decades, and six of our eleven sector lights now show green, with the banks newly among them. Gold sits at a record $4,196 anyway, and that tug-of-war is the story of the second half.

Jul 3, 2026

The Jobs Report Missed Big. The Dow Threw A Record Party Anyway.

America added just 57,000 jobs in June — about half what was expected — and Wall Street cheered, because a weak number kills any July rate hike. The money ran to health care, utilities, groceries and gold, while the chip stocks fell a second straight day.