Daily Pour · Monthly archive
May 2026.
Every briefing.
30 editions, 1 May to 31 May 2026.
The Daily Pour is Vault's weekday markets briefing: where the major indices closed, what moved in commodities and FX, the one development most likely to matter to a long-term portfolio, and the calendar ahead. This page lists all 30 editions published in May 2026, oldest first, so the month can be read as it unfolded.
- April closes at a record — Apple beat, Brent round-trip, NFP today
- Saturday RecapThe week closed where it ran — Apple +3%, Brent eased, fifth winning week
- The AperitifThe week, distilled — the first Aperitif
- CortadoVol. 8 opens — NFP Friday, OPEC+ mid-May, NVIDIA on the 20th
- Double EspressoIran strikes the UAE overnight; the US fights to reopen Hormuz
- Double EspressoTrump pauses Project Freedom — and markets call the truce
- Double EspressoRecords on records — AMD +18.6% drags the Nasdaq through 25,800
- Double EspressoIran's silence — and a market that has already moved on
- Saturday RecapRecords on a hot NFP — and the geopolitics that couldn't matter less
- The CappuccinoA week of records on top of a week that almost wasn't
- CortadoIran answered, Trump rejected — the bracket is back on
- Double Espresso"On life support" — and the S&P still printed a record
- Double EspressoCPI ran 0.6%. The 10-year hit a one-year high. The Fed-chair handover starts today.
- Double EspressoPPI ripped 6.0%. Equities printed records anyway. Warsh takes the desk tomorrow.
- Double EspressoThree records in a row. Dow back through 50,000. Powell's last day.
- Double EspressoThe records came undone. Chips led the drawdown. Hormuz is closed.
- The CortadoThe week opens with Hormuz closed and a Situation Room Tuesday.
- Double EspressoTrump paused the Iran strike. Brent retreated $3. Hormuz still closed.
- Double Espresso30-year Treasury yield at 5.19%. The first time since 2007.
- Double EspressoNVIDIA reaffirmed the AI cycle. The 30-year auction tests yields today.
- Double EspressoDow at a record. Oil down 8% on the week. Same five sessions.
- Double EspressoTwo records in a row. Qatar in Tehran. Memorial Day ahead.
- The CappuccinoThe week the war narrative inverted.
- The CortadoAn Iran MOU is largely negotiated. Markets re-open Tuesday.
- Double EspressoS&P futures at 7,534. Iran framework 95% agreed. Cash opens today.
- Double EspressoThe S&P at a fresh record. Micron through $1 trillion.
- Double EspressoThe Dow at a fresh record. Dell delivers $43 billion.
- Double EspressoThe supercore at 3.05%. The Iran framework provisionally signed.
- Double EspressoMay closes +8% on the Nasdaq, −19% on Brent: the soft-landing fingerprint.
- The CappuccinoMay 2026: the cleanest soft-landing month in two years.
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