Sector leaders: XLU +1.89%, XLV +1.88%, XLK +1.83%. Laggards: XLP -0.84%, XLC -0.55%, XLE -0.52%. normal rotation.
Deep dive →Daily Brief archive · 2026-05-25
Archived snapshot from 2026-05-25.
DXY -0.33% (soft) · EUR/USD +0.19% · USD/JPY -0.07% · USD/CNH -0.20%.
Deep dive →10Y at 4.56% · +0.00% today · curve normal (+0.97) · parallel today · vol very calm.
Deep dive →Groups: Metals +0.59% · Energy +0.24% · Ags -0.46%. Leaders: Natural Gas +3.92%, Cocoa +2.37%, Uranium ETF +1.92%, Copper +0.58%. Laggards: Brent Crude -3.22%, Coffee -3.07%, Orange Juice -2.71%, Sugar -0.14%.
Deep dive →Gold +0.05% · Silver +0.40% · Platinum +0.42% · Palladium +0.17% · Copper +0.58%.
Deep dive →Brent $100.21 (-3.22%) · WTI $96.60 (+0.00%) · B-W spread $+3.61 · NatGas $3.02 (+3.92%) · OVX geopolitical premium.
Deep dive →Grains avg +0.00% · Softs avg -0.73% · Leader Cocoa +2.37% · Laggard Coffee -3.07%.
Deep dive →BTC +1.16% · ETH +1.04% · SOL +0.70% · dom 58.2% · F&G 30.
Deep dive →VIX 16.59 (normal) · -0.66% today · MOVE 78.4 · SKEW 137.4.
Deep dive →Cutting: BoE, SNB, RBA · On hold: US Fed, ECB, BoJ, BoC · Next: SNB in 24d.
Deep dive →