Shenron Desk
What the desks are saying. Attributed, four-hourly.
Window: last 24 hours · 21 items from 3 desks ·
built 18 Sep 2026 07:00 UTC
Rates & the Fed2 desks9 items
Japan & the yen2 desks4 items
China2 desks2 items
Energy2 desks4 items
AI & capital1 desk3 items
Metals1 desk1 items
The dollar1 desk1 items
Europe & the BoE1 desk1 items
Lead · 2 desks converging
Rates & the Fed
The Dark Side Of The Boom2.5h ago
The First Hike Was the Easy Part: Why History and Neutral Rate Math Point to More
Kevin Warsh has delivered the first hike. Now comes the harder question: how far does this cycle actually have to travel?
The Dark Side Of The Boom3.3h ago
FX Daily Hot Take: The BoJ Needed to Pole Vault the Fed’s Hawkish Bar. FX Says It Missed the Jump.
The BoJ cleared the rate hike. FX says it still missed the jump.
The Dark Side Of The Boom4.5h 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 Think4.7h ago
Asia week ahead: Indonesia rate decision, data on China, Taiwan, Singapore - ING Think
The Dark Side Of The Boom6.5h ago
McElligott: The Next Macro Shock Runs Through Diesel and Rate Vol
For the moment, energy has given markets some breathing room.
Japan & the yen
The Dark Side Of The Boom3.3h ago
FX Daily Hot Take: The BoJ Needed to Pole Vault the Fed’s Hawkish Bar. FX Says It Missed the Jump.
MUFG Research6.2h ago
Asia FX Talk - Bank of Japan decision key for USD/JPY - MUFG Research
The Dark Side Of The Boom7.8h ago
Quintex Intel Market Daily: Oil Eased the Fed’s Hawkish Hammer. Now Comes the BoJ and OpEx Test
China
ING Think4.7h ago
Asia week ahead: Indonesia rate decision, data on China, Taiwan, Singapore - ING Think
The Dark Side Of The Boom22.2h ago
JPM: How is the U.S.-China AI race evolving?
Energy
The Dark Side Of The Boom6.5h ago
McElligott: The Next Macro Shock Runs Through Diesel and Rate Vol
The Dark Side Of The Boom7.8h ago
Quintex Intel Market Daily: Oil Eased the Fed’s Hawkish Hammer. Now Comes the BoJ and OpEx Test
The Dark Side Of The Boom8.2h ago
Asia Open: Oil Eased the Fed’s Hawkish Hammer .Now Comes the BoJ and the OpEx Test
AI & capital
The Dark Side Of The Boom0.5h ago
Simon White: The Long Bond’s Real P(Doom) Is the Basis Trade
The Dark Side Of The Boom18.8h ago
The Cheap Capital Era Is Over: AI and Governments Are Bidding for the Same Money
The Dark Side Of The Boom22.2h ago
JPM: How is the U.S.-China AI race evolving?
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.