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Daily Finance & Markets Brief · August 25th
storyflo · finance and markets
Aug 25, 2026 · 5 min listen · Last updated August 25, 2026
From storyflo. This is your daily audio brief. Mason. August 25th. Markets desk — five stories, watch the tape, ignore the noise. Let's get into it. First, from Bloomberg · Markets. Demiralp: Inflation Outlook Blocking Turkey Rate Ease (Video). Next.
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Daily Finance & Markets Brief · August 25th
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Bond volatility due to the Iran war and positioning ahead of NVDA earnings are driving the market this week. Let’s take a look under the hood and see how risk assets are absorbing these developments! HAGE 🍻 US Investing Championship Record🏆 2026: -15.03% as of 7/31 2025: +39.1% 2024: +254.0% 2023: +103.5%
Market dynamics are changing rapidly. For example, we recently discussed how the growth of retail options trading is changing market dynamics. At the same time, passive investing, largely through ETFs, has grown substantially over the past decade. In today’s edition, we discuss how ETF investing is changing market dynamics as well. Below is a summary of the web-only posts I published during last two weeks.
StockQuakes - AI Stock Analyzer - 5000 Stocks Daily
*PAID = Stock Symbol Viewable with Paid Subscription StockQuakes Top 10 Average Index Charts StockQuakes identify noteworthy changes in the market. StockQuakes sizes can be small, medium, large, and huge. The Daily Top 10 UP Average Index is an aggregate value of noteworthy changes in stocks that ended the day with stock prices higher than they opened per our AI algorithms. The Daily Top 10 UP Average Index is HUGE today with a StockQuakes level of 10.9. Here is a chart of the Daily Top 10 UP Average Index values for the last 10 trading days.
Building Back TGA Later Means Selling Bonds Later Bessent’s Playbook: Support Long Duration Bonds ‘whatever it takes’ Meets ‘There Is No Escape’ A Policy Intervention Poem Last week’s “Treasury Twist” announcement of expanded buybacks met Bessent’s next signal released this morning: Before moving forward, don’t forget to review: I decided to translate this into a video where I discuss the bullish & bearish scenarios - with contributions from , @DianeSwonk and @pboockvar for added color: Clearly, Bessent has a lot of agendas to support with Trump threatening new 50% tariffs Canada this weekend…
BNDS Navigates a 10-Year Treasury Near 19-Month Highs After Warsh's Hawkish Turn
The Federal Reserve left its federal funds rate target range unchanged at 3.50 percent to 3.75 percent at its July 29, 2026 meeting, with three regional bank presidents, Cleveland’s Beth Hammack, Minneapolis’s Neel Kashkari, and Dallas’s Lorie Logan, dissenting in favor of a quarter point rate increase.[1] Fed Chair Kevin Warsh said at an August 1, 2026 appearance that markets were doing some of the central bank’s inflation fighting work through higher nominal and real yields across the Treasury curve, noting that yields had risen since the June FOMC meeting.[2] Warsh added there was no soft…
ONE TRILLION DOLLARS! THE U.S. TREASURY IS ABOUT TO GO NUCLEAR IN THE DEBT MARKET. (ITS LIKE “MANAGING” THE TITANIC SINKING BY POURING MORE WATER IN IT). Mannarino
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The U.S. Treasury's trillion dollar nuclear plan... (IT WILL NOT SAVE ANYTHING). Mannarino
LION. DON'T LEAVE YOURSELF BEHIND... (ONLY DAYS LEFT). A change to our Freedom Platform is coming. Current paid Lions will remain grandfathered in at their existing rate. (THAT WILL NOT CHANGE) you are locked. With that, beginning September 1, Freedom Platform pricing for new subscribers will increase modestly to $6 monthly, or $45 yearly, from the current $5 monthly, and $40 yearly. Current subscribers to the free side… who upgrade by August 31… can also lock in the current $5 monthly or $40 annual price for as long as their subscription remains active. Get in NOW before the change.
Druckenmiller, Bessent’s Early Mentor, Calls Bond Buys a Mistake
Stanley Druckenmiller, the billionaire investor who mentored Scott Bessent in his early career as a hedge fund trader, called the Treasury secretary’s plan to spend billions buying back US bonds a mistake.
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