6 Nov 2026, 09:59 UTC≈1,470 views3 reactionsread 11 November 2026 QCP Market Colour, 6 November 2026
Democrats secured both the House and the Senate, shifting the balance of power for the final two years of Trump’s term. The Senate stands at 54-44 per the latest figures, with at least seven flips (Kansas, Iowa, Texas, Ohio, Maine, North Carolina and South Carolina), and the House at 253-155.
The Democrats’ priorities could include ending Trump’s global tariffs, new war powers vot…
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2 Nov 2026, 10:15 UTC≈2,260 views6 reactionsread 11 November 2026 QCP Market Colour, 2 November 2026
The $80,000 floor gave way last week, but the break was orderly for a day that followed a $6.3bn Binance exploit, including 18,270 BTC. BTC slid to $76,141 on Friday, its lowest since 17 September, and the $76,000–$76,600 band held, turning price for the fourth time. October still closed down 7.3%. BTC is near $78,500 in Asia this morning.
Binance's recovery is on track so far: wi…
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30 Oct 2026, 09:51 UTC≈2,360 views5 reactionsread 11 November 2026 QCP Market Colour, 30 October 2026
The Federal Reserve held rates at 3.75–4.00% by 10–2 vote; Warsh declined to pre-commit to December action. The Committee announced one 2027 meeting and two 2028 meetings will have no rate votes, used only for strategy. Fewer decision points mean more data accumulates between decisions, potentially increasing rates volatility and term premiums.
The ECB held unchanged; markets pric…
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29 Oct 2026, 10:05 UTC≈2,070 views4 reactionsread 11 November 2026 File
QCP Macro Themes, 29 October 2026
Iran talks stalled before midterms as shipping attacks hit 28 in October—war's highest monthly total. Protected transits kept exports near prewar levels, but White House ruled out a pre-election strike, pushing deal pressure beyond the election.
Real yields drove the bond rally as growth fears beat oil with US 10Y real down 31bp. France's OAT-Bund hit 175bp on 22 October, widest si…
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26 Oct 2026, 11:34 UTC≈2,340 views5 reactionsread 11 November 2026 QCP Market Colour, 26 October 2026
BTC broke below $80k over the weekend as Middle East headlines and ETF outflows forced out leveraged longs. Price now sits at the bottom of its recent range into the 27-28 October FOMC.
Hyperscaler earnings are the swing factor. Microsoft and Alphabet report Wednesday US time, Amazon on Thursday. Results that justify the spend could mark the re-rating; results that don’t extend th…
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23 Oct 2026, 10:18 UTC≈2,540 views7 reactionsread 11 November 2026 QCP Market Colour, 23 October 2026
CoreWeave bonds hitting 15% YTM as credit stress spreads across AI infrastructure. The repricing extended beyond CoreWeave to broader neocloudinfrastructure, triggering selloffs in equities and cryptocurrency. Flight-to-quality drove longer-dated US Treasury yields lower despite credit concerns.
CoreWeave fell 10% October 22 on cost-of-capital worries. Tesla adjusted forward capex…
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22 Oct 2026, 10:03 UTC≈2,370 views8 reactionsread 11 November 2026 File
QCP Macro Themes, 22 October 2026
Hormuz talks stalled as Tehran's conditions remained unmet and Saudi-Houthi strikes widened the front. Physical flows near zero on AIS, but dark-ship estimates put 3.7–13 mb/d through the strait. SPR sits at 283.0m barrels, down 30.5% YoY.
Credit markets diverging on AI financing stress. CoreWeave's CDS at 1,128bps, 3x Oracle's 300bps, as debt-to-revenue hits 162% versus Oracle's 4…
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19 Oct 2026, 10:45 UTC≈2,500 views6 reactionsread 11 November 2026 QCP Market Colour, 19 October 2026
Bitcoin remained confined to $80–$83k last week with strong support at the $80k level. Its resilience contrasts with continued pressure on technology stocks. CoreWeave’s 5Y CDS widened beyond 1,100bps, underscoring debt-funded AI concerns pressuring semiconductors.
Hot CPI initially pushed 2Y yields to 4.9% and 10Y above 5.3%. Defensive demand drove yields lower. Thursday’s strong…
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16 Oct 2026, 10:51 UTC≈2,390 views6 reactionsread 11 November 2026 QCP Market Colour, 16 October 2026
September CPI printed hotter than expected: 0.6% m/m and 3.7% y/y (vs 0.6% and 3.6% consensus), with core at 2.6% y/y (vs 2.5%) and monthly core at 0.3%. The inflation data was firm across the board. Yet Treasury yields declined sharply as market participants reassessed risk dynamics. The 10-year peaked at 5.35% and the 30-year at 5.73% before reversing lower—a clear flight-to-qual…
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15 Oct 2026, 07:35 UTC≈2,330 views7 reactionsread 11 November 2026 File
QCP Macro Themes, 15 October 2026
Escalation widened as Houthis struck Riyadh airport (Oct 10–11), with Iran reviewing the US response via Qatar. Hormuz collapsed to 1 crossing (avg 26) and the SPR is down 30.5% YoY to 283.0m barrels—critical supply squeeze.
Democrats hold 62–63% odds to sweep Congress 3 November; the Senate is the swing race. A full sweep raises gridlock risk for Trump. France's fiscal credibility…
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12 Oct 2026, 10:03 UTC≈2,630 views7 reactionsread 11 November 2026 QCP Market Colour, 12 October 2026
A year on from crypto's largest single-day liquidation, 10/10, BTC looks to be on firmer footing. The feared repeat washout hasn't materialised, with price holding up despite jitters over sizeable US government BTC transfers and reports of a Ledger hack over the weekend.
BTC keeps failing at $87k but has held its range, with support around $80k. Implied vol is firm and risk revers…
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8 Oct 2026, 08:34 UTC≈2,830 views3 reactionsread 11 November 2026 File
QCP Macro Themes, 8 October 2026
US-Iran talks deadlocked on Hormuz sequencing. Washington shifted to pressure—pulling Iran's delegation, adding sanctions—while leaving Qatar's channel open. Hormuz crossings at 3 vessels versus 26 average; SPR down 28% since May.
Energy freight surging. West Africa-China crude freight tripled to $27.22/bbl versus $7.37 YTD avg (+319%). Crude exports normalised but refined-product f…
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Showing the 12 most recent of 50 posts we hold for @QCPbroadcast. View and reaction counts are the latest single reading for each post, not a live figure, and a recent post is still accumulating both. A view count marked ≈ was rounded by Telegram before we ever saw it — t.me prints views in full below 1,000 and to three significant figures above, so ≈1,200,000 means somewhere between 1,150,000 and 1,249,999. Unmarked counts are exact. Text is reproduced from the public post preview and truncated for length.