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TL;DR: today vs. yesterday https://no1sdailydigest.substack.com/i/214130657/tldr-today-vs-yesterday Two things moved materially: US diesel set an all-time-high national average while the refining crack spread broke $100/bbl for the first time ever, and Iran struck seven US bases across five countries overnight as Washington reportedly weighs formally declaring the war over. Elsewhere the Fed conversation flipped again - Waller's remarks turned September rate-hike odds into a coin flip - and OpenAI shipped "Astra" the same day NVIDIA agreed to buy Hugging Face for $12.93bn without filing the contract. Russia closed a pocket northeast of Kharkiv and consolidated Orikhiv. Continue reading https://no1sdailydigest.substack.com/p/daily-digest-2026-09-04

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