Insight · October 5, 2026
Is the Rest of the Market Finally Catching Up?
Ten of eleven sectors rose on Monday. The next few weeks will show whether market leadership is truly spreading or this was a brief rebound.
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Convectra Macro Insights
Market structure, catalysts, and the chain reactions between them.
Long-form analysis designed to connect the signal, the transmission path, and the decision points that follow.
Insight · September 16, 2026
Three Central Banks, One Connected Market
How Japan, Europe and the Fed can change the cost of holding U.S. stocks—and why a market rebound can arrive before financing pressure fades.
Read insight →Insight · September 3, 2026
The Holiday Is Not the Signal
What recent Labor Day Fridays say about the final session—and why the Tuesday reopening may matter more.
Read insight →Insight · September 2, 2026
One Day Is Not a Rotation
Materials led the day, but Energy retained the stronger multi-session trend. See how persistence, participation, market support, and catalysts distinguish a daily winner from a durable rotation.
Read insight →Post-results update · August 28, 2026
NVIDIA vs. CapEx: The AI Investment Cycle’s Real Test
NVIDIA confirmed accelerator demand, Blackwell Ultra conversion, and near-term execution. The full AI capital-spending cycle remains unresolved.
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