Chart of the Day

Chart of the day — 2026-08-27

PD Chart of the Day — 2026-08-26

Brent fell three sessions on the Iran–Oman corridor framework, yet the strait’s own feed still prints 5 transits a day against a 2025 norm of 85.5. In June a real framework moved that line from 5 to 31.9 in twelve days. The Desk weights a 45% chance the 7-day mean prints 30 by 31 March 2027.

Chart of the day — 2026-08-26

Sources: Tungsten West plc, “Strategic Investment by the UK Government NWF”, RNS, 25 August 2026;

Chart of the day — 2026-08-25

Source: Federal Reserve Board, H.15 Selected Interest Rates, release dated 24 August 2026, carrying

Chart of the day — specification

Source: each fund’s Form 8-K Exhibit 99.1.

Chart of the day — specification

Source: Federal Reserve H.15 (DFII30, DFII10), latest observation 19 August 2026. Diamonds mark auction stop-out yields — a different measure from the daily constant-maturity curve.

PD Chart of the Day — 2026-08-20

For four weeks in June and July a signed US–Iran memorandum reopened the Strait of Hormuz to toll-free transit. The seven-day moving average of daily transit calls peaked at 26.71. The 2025 average was 75.16; the threshold prediction markets use for "normal traffic" is 60. The memorandum expired on

Chart of the day — 2026-08-20

The repricing is in the long end, not the policy rate

The repricing is in the long end, not the policy rate.

PD Chart of the Day — 2026-08-18

The 30-year Treasury touched 5.33% on Tuesday morning — a 19-year high — leaving the official H.15 series nineteen basis points from 5.50%. Four quantitative estimates of the same barrier question span twenty-five percentage points: a 50,000-path Monte Carlo at 53%, the full-sample base rate at 60%,

The circular capital stack

The circular capital stack. All figures from NVIDIA’s Form 8-K (17 August 2026), the NVIDIA and OpenAI releases (17 August) and the US DOE fact sheet (February 2026). The $105bn is a contingent cap, not deployed capital.

PD Chart of the Day — 2026-08-17

On 3 August the Governor of Texas directed ERCOT to audit every data centre in its interconnection queue before any further project advances, and ERCOT suspended a classification step due four days later. On 11 August the EIA cut its Texas 2027 load-growth forecast from 14% to 6% and named the pause