Sector leaders: XLK +2.20%, XLU +1.81%, XLV +1.73%. Laggards: XLE -0.91%, XLP -0.83%, XLC -0.44%. wide rotation — meaningful dispersion.
Deep dive →Daily Brief archive · 2026-05-22
Archived snapshot from 2026-05-22.
DXY +0.14% (firm) · EUR/USD -0.11% · USD/JPY +0.19% · USD/CNH -0.02%.
Deep dive →10Y at 4.58% · -0.13% today · curve normal (+0.99) · flattening today · vol very calm.
Deep dive →Groups: Energy +0.75% · Ags +0.41% · Metals +0.13%. Leaders: Orange Juice +3.75%, Uranium ETF +2.06%, Copper +1.84%, Brent Crude +1.02%. Laggards: Palladium -1.62%, Sugar -1.54%, Platinum -0.86%, Gold -0.44%.
Deep dive →Gold -0.44% · Silver -0.18% · Platinum -0.86% · Palladium -1.62% · Copper +1.84%.
Deep dive →Brent $103.63 (+1.02%) · WTI $97.12 (+0.80%) · B-W spread $+6.51 · NatGas $3.03 (+0.43%) · OVX geopolitical premium.
Deep dive →Grains avg +0.13% · Softs avg +0.57% · Leader Orange Juice +3.75% · Laggard Sugar -1.54%.
Deep dive →BTC -0.49% · ETH -0.57% · SOL +0.51% · dom 58.1% · F&G 28.
Deep dive →VIX 16.60 (normal) · -0.95% today · MOVE 79.7 · SKEW 137.0.
Deep dive →Cutting: BoE, SNB, RBA · On hold: US Fed, ECB, BoJ, BoC · Next: SNB in 27d.
Deep dive →