U.S. Market Recap | Monday, 2026-09-14 (ET)
Was today risk-off or risk-on? Neither — it was an extreme rotation inside the market. The S&P 500 fell −0.48% to 7,619.98, but constituents were 281 up / 219 down, the median was +0.27%, and equal-we…
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US Pre-Market Brief | 2026-09-14 (ET) Monday
Strongest catalyst: Anthropic CEO Dario Amodei published "We Must Pace the Frontier" on 9/12 (Saturday), arguing for slowing the advance of frontier AI capability; Altman and Musk echoed him the same …
A-Share Pre-Market Brief | 2026-09-11 Friday
The only S-grade event in the window is a negative: China State Shipbuilding (600150) announced at 00:30 today that a cargo-ship fire broke out at 11:15 on 9/10 at its controlled subsidiary CSSC Qingd…
U.S. Market Recap | Thursday, 2026-09-10 (ET)
Today was risk-off, and specifically a day where the pre-market brief "got oil right and energy equities wrong." WTI settled at $102.48 (+6.7%) and Brent at $107.63 (+5.9%), both the highest closes si…
U.S. Pre-Market Brief | 2026-09-10 (ET) Thursday
Every asset today sits on the same causal chain, and the chain starts at the Strait of Hormuz. The U.S. military destroyed 5 Iranian oil tankers on 9/8 and the Houthis struck Saudi Arabia's Jazan refi…
A-Share Market Recap | 2026-09-10 Thursday
Sentiment is "day 3 of the ebb" rather than a turning point: the limit-up count stepped down for a 4th straight day (93 → 73 → 48 → 35), the failed-limit-up rate rose to 38.6%, limit-downs went from 7…
A-Share Pre-Market Brief | 2026-09-10 Thursday
The strongest catalyst is the third round of escalation in the US–Iran conflict in the Middle East, and A-shares have already priced it twice as heavily as US equities; today's real value is not in fi…
US Market Recap | 2026-09-09 (ET) Wednesday
Today's real driver was not on any line of the pre-market list — it was rates. And the irony is that the pre-market list wrote it up as scenario ④ under "conditions that would invalidate this report's…
US Pre-Market Brief | 2026-09-09 (ET) Wednesday
Today's most important judgment is a subtraction: the "Brent breaks $100" headline cannot support the price the market is currently paying for energy stocks — and over the past hour, the very variable…
A-Share Market Recap | 2026-09-09 (Wednesday)
Sentiment turned from "euphoric" to "ebbing", yet all three recommendation slots in the pre-market list delivered — and this was the cleanest reconciliation this slot has had in recent memory. Today's…
A-Share Pre-Market Brief | 2026-09-09 Wednesday
The strongest catalyst is geopolitical, not industrial: on 9/8 local time, US forces destroyed 5 Iranian crude oil tankers; Iran promptly warned that it would strike tankers berthed at ports in Kuwait…
U.S. Market Recap | Tuesday, 2026-09-08 (ET)
Today was a "the index is lying to you" risk-off day, and the error the pre-market list made on the long side is the very same error by which the index lied. · The index fell mildly; individual stocks…
US Pre-Market Brief | 2026-09-08 (ET) Tuesday
The biggest price event today is not macro and not AI — it is a pharma accident, and on "the ones listed in the US" it is brand new. Novartis suffered three failures in one week: ① the lipid-lowering …
A-Share Market Recap | 2026-09-08 Tuesday
Sentiment temperature: warming, on the strong side, but the leadership changed hands. Today was neither a broad decline nor a broad rally, it was a high-to-low rotation: at the index level the ChiNext…
A-Share Pre-Market Brief | 2026-09-08 (Tuesday)
0 Yesterday's (9/7) market baseline readings Any judgment about "strong or weak today" needs a baseline, and this section always provides one. Tencent quotes + THS stockmarketactivitylegu + the push2e…
US Market Recap | 2026-09-07 (ET) Monday
There was no session today, so all of this issue's information content comes from "that holiday futures half-session". And it delivered one clear directional reading: the "Nasdaq strong, Dow weak" str…
US Pre-Market Brief | 2026-09-07 (ET) Monday
Friday's big green candle was the worst-beaten part of the whole chain bouncing, not the start of a new leadership theme. All six semiconductor-equipment and AI-interconnect names are sitting in drawd…
A-Share Market Recap | 2026-09-07 Monday
Today was a clean case of "tech eating the heavyweights": ChiNext Index +3.41%, STAR 50 +2.42%, Shenzhen Component +1.91%, versus SSE 50 −0.41% and the Shanghai Composite up only +0.07% — a 3.8pp spli…
A-Share Pre-Market Brief | 2026-09-07 Monday
The strongest catalyst today is not an A-share one — it is that RMB 360 billion released on Saturday afternoon. Between 15:31 and 16:14 on September 6, eight central financial enterprises disclosed ca…
US Market Recap | 2026-09-04 (ET) Friday
August nonfarm payrolls at +162,000 (consensus +53,000) set off a "good news is bad news" reaction, but the real story today was not rates — it was money moving inside tech, out of software and into A…
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