The Arc

The Arc

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

Market Watch

Market Watch | The bond market is making the decisions harder

Sep 15, 2026

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6 min read

Market Watch | The bond market is making the decisions harder

My take on AI’s slowdown calls, Warsh’s rate dilemma, UK borrowing costs and Bitcoin after the CLARITY setback.

Adam Thorpe
Adam Thorpe

Market Watch

+3

The AI money is arriving. Who gets to keep it?

Sep 8, 2026

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9 min read

The AI money is arriving. Who gets to keep it?

NVIDIA’s next move, Broadcom’s cash, the humans training robots—and the assumptions behind a $2 trillion IPO.

Adam Thorpe
Adam Thorpe

Market Watch

+3

The money is not coming from the short end

Sep 1, 2026

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5 min read

The money is not coming from the short end

Market Watch: Tuesday 1st September 2026

Adam Thorpe
Adam Thorpe
The last mile is the product

Aug 26, 2026

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2 min read

The last mile is the product

Adam Thorpe
Adam Thorpe

Market Watch

The Treasury showed its hand

Aug 25, 2026

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4 min read

The Treasury showed its hand

Market Watch: Tuesday 25th August 2026

Adam Thorpe
Adam Thorpe

Market Watch

The chat went quiet. The money did not.

Aug 18, 2026

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3 min read

The chat went quiet. The money did not.

Market Watch: Tuesday 18th August 2026

Adam Thorpe
Adam Thorpe
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