Market state
Market Temperature
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Reading builds after US close. First snapshot lands tonight.
Full lab →Daily check-in · 2026-06-22
Today on Closelook
Monday, June 22, 2026. Everything fresh from the ecosystem on one page.
Fresh editorial
Daily Pulse
Warsh Goes Hawkish. The Long End Isn't Listening.
Warsh's first FOMC delivered a hawkish hold — but the curve is splitting. The front end and belly reprice higher while TLT tries to base. Why that's a transitory signature, and what our Structural Inflation monitor says.
Read today's pulse →This week
Weekly Signal
A Two-Speed Market
A slim majority of stocks still participates, but the index's gains are almost all the AI build-out — Rubin +134% YTD vs HALO +0.8%. The week, read through our own signals.
Read the signal →Latest newsletter
Global Markets
Why The Global Spring Bull May Be Over
And A New One May Return in Autumn
Read →Functional indices
Rubin · HALO · Euro-AI · AW25
Four thematic indices tracking the AI capital buildout from semis to software. Full constituents + performance on each index page.
Lab tools