Shenron Desk
What the desks are saying. Attributed, four-hourly.
Window: last 24 hours · 20 items from 3 desks ·
built 18 Sep 2026 00:30 UTC
Rates & the Fed3 desks8 items
Energy2 desks4 items
Japan & the yen1 desk3 items
Europe & the BoE1 desk2 items
AI & capital1 desk4 items
Geopolitics1 desk1 items
China1 desk2 items
Lead · 3 desks converging
Rates & the Fed
The Dark Side Of The Boom1.3h ago
Quintex Intel Market Daily: Oil Eased the Fed’s Hawkish Hammer. Now Comes the BoJ and OpEx Test
Now Comes the BoJ and OpEx Test
The Dark Side Of The Boom1.7h ago
Asia Open: Oil Eased the Fed’s Hawkish Hammer .Now Comes the BoJ and the OpEx Test
That distinction matters because traders are already reaching for the next comforting conclusion: that the Fed will deliver only a short hiking cycle.
ING Think2.8h ago
Rates Spark: Global long-end gets some relief from the BoE - ING Think
ING Think12.5h ago
Bank of England floats a November rate hike if energy prices don’t come down - ING Think
ING Think15.1h ago
FX Daily: As hawkish as it gets - ING Think
Energy
The Dark Side Of The Boom1.3h ago
Quintex Intel Market Daily: Oil Eased the Fed’s Hawkish Hammer. Now Comes the BoJ and OpEx Test
The Dark Side Of The Boom1.7h ago
Asia Open: Oil Eased the Fed’s Hawkish Hammer .Now Comes the BoJ and the OpEx Test
ING Think12.5h ago
Bank of England floats a November rate hike if energy prices don’t come down - ING Think
Japan & the yen
The Dark Side Of The Boom1.3h ago
Quintex Intel Market Daily: Oil Eased the Fed’s Hawkish Hammer. Now Comes the BoJ and OpEx Test
The Dark Side Of The Boom1.7h ago
Asia Open: Oil Eased the Fed’s Hawkish Hammer .Now Comes the BoJ and the OpEx Test
The Dark Side Of The Boom21.0h ago
AI Needs a Japan’s Worth of Power. The Grid Buildout Is the Bottleneck
Europe & the BoE
ING Think2.8h ago
Rates Spark: Global long-end gets some relief from the BoE - ING Think
ING Think12.5h ago
Bank of England floats a November rate hike if energy prices don’t come down - ING Think
AI & capital
The Dark Side Of The Boom12.3h ago
The Cheap Capital Era Is Over: AI and Governments Are Bidding for the Same Money
The Dark Side Of The Boom15.7h ago
JPM: How is the U.S.-China AI race evolving?
The Dark Side Of The Boom17.8h ago
China AI Has Reached the Hard Part: Turning Intelligence Into Cash Flow
Read this first. Everything above is the stated view of the desk or analyst named
against it, not our opinion, and not a recommendation. We report what
institutions are saying; we do not endorse it, and we do not tell you what to do.
Sources: ING Think, MUFG Research, Citadel Securities and The Dark Side Of The Boom (Stephen Innes), via their public feeds and indexes. Bank research is normally distributed to clients; we surface only what is publicly indexed.
Quiet desks stay quiet. A source contributing nothing to a window is a fact about that source, not a sign the world was calm.
Date discipline. Every item is placed by its publication time, never by when we fetched it. Items dated in the future (event listings) and items outside the window are excluded. This window rejected, outside window: 295.
Commentary only. Not investment advice, not a recommendation, and not an assertion about any issuer's conduct.
Sources: ING Think, MUFG Research, Citadel Securities and The Dark Side Of The Boom (Stephen Innes), via their public feeds and indexes. Bank research is normally distributed to clients; we surface only what is publicly indexed.
Quiet desks stay quiet. A source contributing nothing to a window is a fact about that source, not a sign the world was calm.
Date discipline. Every item is placed by its publication time, never by when we fetched it. Items dated in the future (event listings) and items outside the window are excluded. This window rejected, outside window: 295.
Commentary only. Not investment advice, not a recommendation, and not an assertion about any issuer's conduct.