The Trading Desk Trading Desk Notes for October 31, 2026 Irrational exuberance fades Nasdaq hit an all-time high 4 weeks ago, but closed this week at a 3-month low, down ~10% from the high. The…Victor Adair1 November 2026
The Trading Desk Trading Desk Notes for October 24, 2026 There's more than one Joker in the deck I pay close attention to market correlations, especially when they suddenly change, because that often signals "something…Victor Adair25 October 2026
The Trading Desk Trading Desk Notes for October 16, 2026 Where do you want to start? The 30-year bond futures fell relentlessly from late June to last week's lows, down 13 full points, while cash-market…Victor Adair17 October 2026
The Trading Desk Trading Desk Notes for October 9, 2026 The S&P closed at a new record weekly high The S&P last posted a record-high weekly close on August 14. It trailed off about 3.5%…Victor Adair10 October 2026
The Trading Desk Trading Desk Notes for October 3, 2026 Never say never Nasdaq futures spiked to new all-time highs after "softer than expected" NFP data on Friday morning, but the Big Story in stocks…Victor Adair4 October 2026
The Trading Desk Trading Desk Notes for September 26, 2026 Interest rates surged higher this week. Big Cap tech stocks rose; other sectors fell US long-bond prices have tumbled since the start of the war…Victor Adair27 September 2026
UncategorisedThe Trading Desk Trading Desk Notes for September 19, 2026 Diesel The US national average today for roadside diesel is ~$6.50, a record high, up about $1 from a month ago. A year ago, it…Victor Adair20 September 2026
The Trading Desk Trading Desk Notes for September 12, 2026 Rising oil prices impact all markets Front-month futures prices for both Brent and WTI rallied ~$20 from last week's lows to this week's highs. Crude…Victor Adair13 September 2026