Shenron Desk
What the desks are saying. Attributed, four-hourly.
Window: last 24 hours · 21 items from 3 desks ·
built 18 Sep 2026 02:58 UTC
Rates & the Fed2 desks9 items
China2 desks3 items
Energy2 desks5 items
Metals1 desk1 items
Japan & the yen1 desk3 items
Europe & the BoE1 desk2 items
AI & capital1 desk4 items
Geopolitics1 desk1 items
Lead · 2 desks converging
Rates & the Fed
The Dark Side Of The Boom0.5h ago
Fed Hikes Will Slow, Not Break, the Gold Rally
Goldman Sachs is not backing away from its structural gold call after Kevin Warsh’s first Fed hike.
ING Think0.7h ago
Asia week ahead: Indonesia rate decision, data on China, Taiwan, Singapore - ING Think
The Dark Side Of The Boom2.5h ago
McElligott: The Next Macro Shock Runs Through Diesel and Rate Vol
For the moment, energy has given markets some breathing room.
The Dark Side Of The Boom3.7h 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 Boom4.1h 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.
China
ING Think0.7h ago
Asia week ahead: Indonesia rate decision, data on China, Taiwan, Singapore - ING Think
The Dark Side Of The Boom18.2h ago
JPM: How is the U.S.-China AI race evolving?
The Dark Side Of The Boom20.2h ago
China AI Has Reached the Hard Part: Turning Intelligence Into Cash Flow
Energy
The Dark Side Of The Boom2.5h ago
McElligott: The Next Macro Shock Runs Through Diesel and Rate Vol
The Dark Side Of The Boom3.7h ago
Quintex Intel Market Daily: Oil Eased the Fed’s Hawkish Hammer. Now Comes the BoJ and OpEx Test
The Dark Side Of The Boom4.1h ago
Asia Open: Oil Eased the Fed’s Hawkish Hammer .Now Comes the BoJ and the OpEx Test
Metals
The Dark Side Of The Boom0.5h ago
Fed Hikes Will Slow, Not Break, the Gold Rally
Japan & the yen
The Dark Side Of The Boom3.7h ago
Quintex Intel Market Daily: Oil Eased the Fed’s Hawkish Hammer. Now Comes the BoJ and OpEx Test
The Dark Side Of The Boom4.1h ago
Asia Open: Oil Eased the Fed’s Hawkish Hammer .Now Comes the BoJ and the OpEx Test
The Dark Side Of The Boom23.5h ago
AI Needs a Japan’s Worth of Power. The Grid Buildout Is the Bottleneck
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: 294.
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: 294.
Commentary only. Not investment advice, not a recommendation, and not an assertion about any issuer's conduct.