Bellline

Bellline | Market Briefs

Business EN ↓ 8 episodes

Daily market analysis before, during, and after the trading session. Three daily editions — The Premarket Brief, The Midday Brief, and The Closing Brief — deliver clarity bell to bell. Data-driven themes, macro context, and actionable framing for traders and investors.

Author

Bellline

Episodes

IBRX +36.5% - Bellline | The Closing Brief | Ep. 16 18.02.2026 26:59

Into tomorrow: CPI (Jan) is the force to carry forward. Does today's positioning hold overnight or unwind at tomorrow's open? Key themes into the close: 1. Producer Price Index YoY (Jan) at 10:00am 2. Residential Property Prices YoY (Dec) at 11:00am 3. Current Account (Q4) at 10:20am 4. Retail Sales MoM (Dec) at 11:00am 5. 10-Year Bund Auction at 10:30am Regime: Here's how we're reading the tape a...

IBRX +32.9% - Bellline | The Midday Brief | Ep. 15 18.02.2026 22:32

Rest of session — CPI (Jan): does the afternoon confirm the morning reaction or does positioning shift into the close? Key themes at midday: 1. Producer Price Index YoY (Jan) at 10:00am 2. Residential Property Prices YoY (Dec) at 11:00am 3. Current Account (Q4) at 10:20am 4. Retail Sales MoM (Dec) at 11:00am 5. 10-Year Bund Auction at 10:30am Regime: Here's where we stand at the midpoint of the se...

Yields Surge Despite Deflationary CPI - Bellline | The Closing Brief | Ep. 13 17.02.2026 8:57

Into tomorrow: Inflation Rate MoM (Jan) is the force to carry forward. Does today's positioning hold overnight or unwind at tomorrow's open? Key themes into the close: 1. Exports YoY (Jan) at 11:50pm 2. Inflation Rate MoM (Jan) at 10:15am 3. ZEW Economic Sentiment Index (Feb) at 10:00am 4. Economic Sentiment (Feb) at 10:00am 5. ZEW Current Conditions (Feb) at 10:00am Regime: Here's how we're readi...

CPI Deflation Shock Crashes the Euro - Bellline | The Midday Brief | Ep 12 17.02.2026 12:37

Rest of session — Inflation Rate MoM (Jan): does the afternoon confirm the morning reaction or does positioning shift into the close? Key themes at midday: 1. Inflation Rate MoM (Jan) at 10:15am 2. Economic Sentiment (Feb) at 10:00am 3. ZEW Current Conditions (Feb) at 10:00am 4. ZEW Economic Sentiment Index (Feb) at 10:00am 5. Balance of Trade (Jan) at 10:00am Regime: Here's where we stand at the...

morning ep - Bellline | The Premarket Brief | Ep. 11 17.02.2026 1:00

10:15am — Inflation Rate MoM (Jan): this is the single print that could redefine today's regime. Watch the 5-minute cross-asset reaction for conviction. Key themes into the open: 1. Inflation Rate MoM (Jan) at 10:15am 2. Economic Sentiment (Feb) at 10:00am 3. ZEW Current Conditions (Feb) at 10:00am 4. ZEW Economic Sentiment Index (Feb) at 10:00am 5. Balance of Trade (Jan) at 10:00am Regime: Here's...

Stocks Flatline Despite Inflation Crash - Bellline | The Closing Brief | Ep 10 13.02.2026 28:04

Into Tuesday: GDP Growth Rate YoY (Q4) is the force to carry forward. Does today's positioning hold overnight or unwind at Tuesday's open? Key themes into the close: 1. Unemployment Rate (Jan) at 11:00pm 2. Interest Rate Decision at 10:30am 3. GDP Growth Rate YoY (Q4) at 10:00am 4. Inflation Rate MoM (Dec) at 10:00am 5. Employment Change QoQ (Q4) at 10:00am Regime: Here's how we're reading the tap...

Euro Squeeze Freezes Market Despite GDP Boom - Bellline | The Midday Brief | Ep 9 13.02.2026 26:25

Here’s what’s moved since the opening bell. Check the tape. 📊 WHAT’S MOVING AT MIDDAY 1. Unemployment Rate (Jan) 2. GDP Growth Rate YoY (Q4) 3. Inflation Rate YoY (Dec) 📺 Bellline | The Midday Brief Daily market analysis at 12:00 PM ET. Check the tape. 🔔 Subscribe for premarket, midday, and closing coverage. Subscribe for clarity, bell to bell.

Markets in Focus | The Premarket Brief — Bellline Ep. 8 Video 13.02.2026 18:32

10:00am — GDP Growth Rate YoY (Q4): this is the single print that could redefine today's regime. Watch the 5-minute cross-asset reaction for conviction. Key themes into the open: 1. GDP Growth Rate YoY (Q4) at 10:00am 2. Inflation Rate YoY (Dec) at 10:00am 3. Unemployment Rate (Jan) at 11:00pm 4. Employment Change YoY (Q4) at 10:00am 5. Interest Rate Decision (Feb) at 10:30am Regime: macro-driven,...