Archie Hall

archiehall.bsky.social

18 October 2026 11:13

I spent last week travelling through data-centre country in Michigan/Ohio for @economist.com. Some rough reflections in a 🧵 below, alongside a piece here: www.economist.com/united-stat... And an audio diary for our Checks and Balance podcast: www.economist.com/podcasts/20...

Blind Squirrel Macro

blindsquirrel.bsky.social

18 October 2026 09:13

Back in the Lucky Country and back in '20-for-20' mode. This week, the industrials. Report out at 7.30am London time.

Helene Meisler

hmeisler.bsky.social

17 October 2026 17:09

NAAIM folks got a wee bit bearish this week.

MarketScalpel

marketscalpel.bsky.social

17 October 2026 15:15

Both volume and block trades pulled back a little on Fri's mnthly options expiry, but the $VIX volatility idx fell out of the recently discussed wedge intraday, as $CVOLI index call options printed the 2nd biggest volume of all time -- but $PVOLI puts set an ATH -- it's heating up, baby!

Daily Chartbook

dailychartbook.bsky.social

17 October 2026 13:11

Traders have bought the recent dip in semis aggressively. Bottom panel shows rolling weekly flows into Direxion’s triple-levered semis ETF through Thursday.