Sector leaders: XLK +3.38%, XLF +0.52%, XLV +0.36%. Laggards: XLP -1.90%, XLU -1.69%, XLRE -1.21%. wide rotation — meaningful dispersion.
Deep dive →Daily Brief archive · 2026-05-29
Archived snapshot from 2026-05-29.
DXY -0.17% (soft) · EUR/USD +0.47% · USD/JPY -0.20% · USD/CNH -0.11%.
Deep dive →10Y at 4.44% · -0.40% today · curve normal (+0.85) · flattening today · vol very calm.
Deep dive →Groups: Metals +0.63% · Energy -0.66% · Ags -1.81%. Leaders: Gold +2.17%, Natural Gas +1.86%, Uranium ETF +1.33%, Sugar +1.22%. Laggards: Cocoa -4.03%, Orange Juice -3.94%, Coffee -2.94%, Brent Crude -2.61%.
Deep dive →Gold +2.17% · Silver +0.34% · Platinum +0.14% · Palladium -0.19% · Copper +0.02%.
Deep dive →Brent $91.26 (-2.61%) · WTI $87.80 (-1.24%) · B-W spread $+3.46 · NatGas $3.35 (+1.86%) · OVX geopolitical premium.
Deep dive →Grains avg -1.36% · Softs avg -2.07% · Leader Sugar +1.22% · Laggard Cocoa -4.03%.
Deep dive →BTC +0.94% · ETH +1.65% · SOL +1.79% · dom 57.6% · F&G 23.
Deep dive →VIX 15.36 (calm) · -2.41% today · MOVE 69.7 · SKEW 139.5.
Deep dive →Cutting: BoE, SNB, RBA · On hold: US Fed, ECB, BoJ, BoC · Next: SNB in 20d.
Deep dive →