The Midday Frappé

The intraday refresh: released econ actuals vs consensus, rotation, and reversal-favorable conditions into the close.

Midday
OuroTaurus seal, bull and ouroboros

All editions

32 published
Aug 5, 2026Distribution day at MODERATE convictionRead →Aug 4, 2026TREND DAYRead →Aug 3, 2026TREND DAY UPRead →Jul 31, 2026Reflation cyclicalRead →Jul 30, 2026Midday 07-30 (~12:18-12:35 ETRead →Jul 29, 2026Midday 07-29 (~12:20-12:29 ETRead →Jul 28, 2026Midday 07-28 (~12:26 ETRead →Jul 27, 2026ROTATION WEARING A SELLOFFRead →Jul 23, 2026INFLATION SHOCKRead →Jul 22, 2026GRIND-UPRead →Jul 21, 2026RISK-ON GROWTHRead →Jul 20, 2026NARROWRead →Jul 17, 2026Read →Jul 16, 2026Rotation/dispersion continuation at middayRead →Jul 14, 2026Risk-on but NARROW rotation dayRead →Jul 9, 2026RISK-ONRead →Jul 8, 2026RANGERead →Jul 7, 2026RANGERead →Jul 2, 2026RANGERead →Jul 1, 2026ROTATION DAYRead →Jun 30, 2026Trending bull (narrow): semis/megacap-led gr…Read →Jun 29, 2026TREND DAYRead →Jun 26, 2026TREND DAYRead →Jun 25, 2026RANGE DAYRead →Jun 24, 2026trend-up broadening risk-on bounceRead →Jun 23, 2026range-boundRead →Jun 22, 2026RANGE DAYRead →Jun 18, 2026range-boundRead →Jun 17, 2026range-boundRead →Jun 16, 2026RANGE-BOUNDRead →Jun 10, 2026CHOPPYRead →Jun 9, 2026Read →