S&P 5007,650.50+0.17%Nasdaq26,522.54+0.39%Dow51,682.64-0.18%Nikkei 22565,018.95+1.38%Hang Seng24,750.78+0.60%EuroStoxx 506,236.20-1.37%Dollar (DXY)100.22+0.00%EUR/USD1.15+0.18%USD/JPY156.85+0.46%GBP/USD1.34+0.26%USD/CNY6.70-0.15%US 10Y yield5.00+1.03%US 5Y yield4.86+1.15%Gold4,424.90+0.57%Silver66.56+1.66%Copper6.62+0.43%Platinum1,803.50+0.68%Palladium1,306.20+1.24%WTI100.30-1.58%Brent103.87-0.91%Henry Hub2.91+0.38%Gasoline3.53+0.58%Heating oil5.06-1.10%Wheat714.25-1.75%Corn527.50-0.57%Soybeans1,303.50-1.23%Coffee294.55+1.38%Sugar17.36-0.34%Cocoa5,327.00-7.71%Cotton77.38-1.31%Lithium ETF70.50-0.56%Uranium ETF41.65-2.41%Rare Earths ETF69.06-0.06%Copper Miners ETF87.28+0.77%Bitcoin81,244.98+0.42%Ethereum2,637.29+0.99%Solana111.48-0.99%S&P 5007,650.50+0.17%Nasdaq26,522.54+0.39%Dow51,682.64-0.18%Nikkei 22565,018.95+1.38%Hang Seng24,750.78+0.60%EuroStoxx 506,236.20-1.37%Dollar (DXY)100.22+0.00%EUR/USD1.15+0.18%USD/JPY156.85+0.46%GBP/USD1.34+0.26%USD/CNY6.70-0.15%US 10Y yield5.00+1.03%US 5Y yield4.86+1.15%Gold4,424.90+0.57%Silver66.56+1.66%Copper6.62+0.43%Platinum1,803.50+0.68%Palladium1,306.20+1.24%WTI100.30-1.58%Brent103.87-0.91%Henry Hub2.91+0.38%Gasoline3.53+0.58%Heating oil5.06-1.10%Wheat714.25-1.75%Corn527.50-0.57%Soybeans1,303.50-1.23%Coffee294.55+1.38%Sugar17.36-0.34%Cocoa5,327.00-7.71%Cotton77.38-1.31%Lithium ETF70.50-0.56%Uranium ETF41.65-2.41%Rare Earths ETF69.06-0.06%Copper Miners ETF87.28+0.77%Bitcoin81,244.98+0.42%Ethereum2,637.29+0.99%Solana111.48-0.99%
Smartest Blogs Weekly
The sharpest tension this week ran between Fed patience and market pricing: Governor Waller argued for holding rates while bond yields and clashing yield curves were read as signaling tightening ahead [15][16]. Energy commentary split between bipartisan optimism on nuclear buildout and acute Mideast supply shocks that sent tanker rates toward $1 million a day [19][21][23][24]. Equity writers described a market at all-time highs with little enthusiasm, alongside a competing 'Ponzi stage' framing of the same economy [10][8][9].
weekly · issue 2026-09-18
TL;DR — the read in bullets
- 359 article(s) from 31 domain(s) entered the seven-day window to 2026-09-18 (blog ledger, available_at 2026-09-18).
- equities & credit, 44 article(s): Lindzon called the unloved rally to all-time highs bullish [10], while his own prior columns the same month labeled the underlying economy a capex bubble in its 'Ponzi stage' [8][9]. (abnormalreturns.com, capitalflowsresearch.com, howardlindzon.com; available_at 2026-09-18)
3 further findings and the rest of the analysis are in the full report.
They are absent from this page, not hidden. View-source and check.
The full report is on Full Access.
See the plansAlready subscribed? Sign in.
MacroBessent Research is market commentary and data analysis. It is not investment advice, and nothing here is a recommendation to buy or sell anything.