The Arc

The Arc

Weekly market intelligence, AI insights, and trading analysis. Written by a practitioner, not a commentator.

Market Watch

+5

Market Watch — Week of 1 June 2026

Jun 2, 2026

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12 min read

Market Watch — Week of 1 June 2026

The bubble has a receipt. The print decides the timing.

Adam Thorpe
Adam Thorpe

Market Watch

+2

Market Watch — Week of 25 May 2026

May 26, 2026

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20 min read

Market Watch — Week of 25 May 2026

The peace trade without a peace deal. Eight weeks up, and the tape looks tired.

Adam Thorpe
Adam Thorpe

Market Watch

+2

Market Watch — Week of 18 May 2026

May 19, 2026

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26 min read

Market Watch — Week of 18 May 2026

Brent broke $109. CPI broke 3.8%. Warsh broke 50. The top is nearly in, and the book is positioned for the drop.

Adam Thorpe
Adam Thorpe

Market Watch

+4

Market Watch — Week of 11 May 2026

May 12, 2026

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23 min read

Market Watch — Week of 11 May 2026

Last week Trump called Iranian missile attacks "just a love tap." This week he called Iran’s response "TOTALLY UNACCEPTABLE."

Adam Thorpe
Adam Thorpe
Market Watch — Week of 4th May 2026

May 5, 2026

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22 min read

Market Watch — Week of 4th May 2026

The Records Held All Week. Then Iran Hit Fujairah on the Bank Holiday.

Adam Thorpe
Adam Thorpe

Market Watch

+4

Market Watch — Week of 27 April 2026

Apr 28, 2026

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15 min read

Market Watch — Week of 27 April 2026

The S&P hit 7,165. The UK hit 3.3%. Bitcoin rolled over into the weekend. Records, weakness, and a turn — all in five days.

Adam Thorpe
Adam Thorpe
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