Desks & coverage

Six desks. One 6 AM brief. Every weekday.

Your two minutes are split across the beats that actually move money before the bell. Here's what each desk owns, how we cover it and where to read today's edition.

The desks

What each beat covers — and where to read it.

Every desk files into the same 06:00 envelope. Click through to the live tape — that's where the rest of today's reporting lives.

SLOT 0106:00

Markets

Overnight tape, futures, FX and the single number that sets the tone for the day. Equities, rates, commodities — what moved while you slept and what it means before the open.

  • Index futures, sector pulse and breadth at the bell
  • Rates, yields and the curve in one paragraph
  • Earnings prints with the line that matters, not the press release

RECENT FROM THIS DESK

S&P 500 forward P/E hits 21x — above the 5-year average, not at extremes

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SLOT 0206:01

Macro & Policy

Central banks, fiscal moves and the data prints that swing the long end. We translate Fed minutes, ECB pressers and Treasury auctions into one clean read on direction.

  • CPI, PCE, NFP and the surprise vs. consensus
  • Fed, ECB, BoJ — what they said and what changed
  • Yields, dollar and the cross-asset reaction

RECENT FROM THIS DESK

Treasury yields climb on inflation concerns, pressuring equity valuations

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SLOT 0306:02

Crypto

BTC, ETH, the ETF tape and the on-chain prints that actually move price. We skip the maximalism and the doom — just the levels, the flows and the regulators in the room.

  • Spot ETF flows, basis and funding in one glance
  • Key levels, liquidations and the order-book setup
  • Regulation, custody and the headline-risk watchlist

RECENT FROM THIS DESK

Bitcoin tests 64K resistance in a V-shaped rally, up about 3.7% on the day

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SLOT 0406:03

Tech & AI

What shipped, launched, raised or got regulated overnight — and what it changes for your week. Semis, hyperscalers, AI labs and the M&A that reshapes the stack.

  • Semis, foundry capacity and the memory cycle
  • Hyperscaler capex, model releases and the capacity story
  • Antitrust, export controls and the regulatory tape

RECENT FROM THIS DESK

Nvidia strikes new memory-chip deal with SK Hynix — Samsung shares in focus

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SLOT 0506:04

Earnings & Single-Stock

The print, the guide and the analyst response — boiled to the three numbers that explain the after-hours move. Plus the small-cap names actually trading.

  • Beat, miss and guide vs. buy-side whispers
  • Sell-side reaction the morning after
  • Watchlist: small-caps with real flow and real catalysts

RECENT FROM THIS DESK

TKO Group posts strong results but draws mixed Wall Street reaction

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SLOT 0606:05

The Kicker

One sharp, often unexpected thing to carry into the first meeting of the day. The chart, the quote or the obscure dataset that reframes how you read the rest of the tape.

  • A chart you haven't seen yet — explained in three lines
  • An off-consensus take from someone who's been right before
  • The number nobody is talking about, and why they should be

RECENT FROM THIS DESK

IATA warns airline profits could halve in 2026 as fuel costs surge

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How it lands

Every desk feeds the same dependable envelope.

Filed by 05:30

Reporters and desk leads close their slots half an hour before send. No catching the brief mid-edit.

Edited at 05:45

One editor reads the whole thing top to bottom. If a desk doesn't belong in your two minutes, it gets cut.

In your inbox at 06:00

Local time, weekdays. The same five-to-six slots, in the same order, so you can skim or read deep.

ONE BRIEF. SIX DESKS. NO FLUFF.

Start with today's edition — the same brief subscribers read at 06:00.