Daily Pour · Monthly archive
June 2026.
Every briefing.
30 editions, 1 June to 30 June 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 June 2026, oldest first, so the month can be read as it unfolded.
- The CortadoInto a five-session week: HPE tonight, NFP Friday, MOU still pending.
- Double EspressoRecords continue as the AI story is confirmed again; Gulf risk returns.
- Double EspressoRecords widen as Marvell joins the AI top tier; CrowdStrike reports tonight.
- Double EspressoRecords pause as Iran tensions return; AI guidance disappoints after-hours.
- Double EspressoMarkets steady ahead of May payrolls; Iran tensions ease overnight.
- Double EspressoA hot jobs print resets the cut narrative; the FOMC is now the watch.
- The CappuccinoA policy-data shock resets the September cut conversation.
- The CortadoInto a CPI week: a rate shock, an Iran escalation, an inflection point.
- Double EspressoA shallow rebound off Friday's reset; Wednesday's CPI is the real test.
- Double EspressoInto a CPI release: another session of declines; US strikes Iran overnight.
- Double EspressoAn in-line CPI, a sharp risk-off; ECB about to hike.
- Double EspressoA modest recovery on Iran de-escalation; pre-FOMC blackout begins.
- Double EspressoA strong Friday close on Iran-deal optimism; G7 summit ahead.
- The CappuccinoA choppy CPI week ended on Iran-deal optimism; G7 + FOMC ahead.
- The CortadoThe Iran war ends: futures jump, oil collapses, FOMC ahead.
- Double EspressoA peace-deal rally: Dow record close; FOMC dot plot tomorrow.
- Double EspressoThe Dow clears 52,000 as tech cools; the Warsh Fed decides today.
- Double EspressoThe Warsh Fed holds — but the dots now point up, not down.
- Double EspressoThe Iran deal is signed — and Wall Street is shut for Juneteenth.
- Double EspressoSignatures, not a settlement — and Hormuz still has 600 ships to clear.
- The CappuccinoThe week the Fed turned hawkish — and the war wound down.
- The CortadoThe truce frays — and a PCE test lands Thursday.
- Double EspressoA tech wobble, a small-cap record — and Iran talks advance.
- Double EspressoChips lead a broad selloff as the AI trade reprices.
- Double EspressoInflation day — as oil collapses and Micron breaks the gloom.
- Double EspressoInflation peaks without a sting — but Big Tech can't catch a bid.
- Double EspressoA rough week for tech — with a friendlier macro underneath.
- The CappuccinoThe week the market questioned the AI trade.
- The CortadoStrikes, then a stand-down — into a jobs week.
- Double EspressoTech roars back as the truce holds — into quarter-end.
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