GEO
Analyst-grade briefs, 3 times a day.
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“Grains ripped after the July WASDE, with corn up 7.6% to 460.00¢/bu and wheat up 4.58%, as USDA cut corn stocks more than expected.”
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The brief an analyst would write, if they had the time
Analyst-grade synthesis
Every brief is built from curated wires, exchange data, and official releases, not algorithmic noise. Voice discipline ensures every sentence earns its place.
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Multi-sector by design
Commodities is fully live today: Crude Oil, Refined Products, Natural Gas, Metals, and Agriculture. Equities and macro briefs are next in the build queue. One product, one voice, growing coverage.
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Every fact traces back to a named source: a wire, an EIA release, a CFTC report, or a live price feed. Nothing is asserted the data cannot back up.
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Evening brief · Jul 10
Good evening, Michael.
Grain markets stole the session after Wednesday's USDA reports, with corn up 7.6% and wheat up 4.58% on the day even as crude eased and the Middle East risk story shifted toward diplomacy. Washington is now pressing Iran to formally reopen the Strait of Hormuz, and Ukrainian strikes continue to strain Russia's fuel supply. More details below...
Crude gave back ground into the weekend, with WTI trading at $71.51/bbl, down 0.79% from yesterday's settle, and Brent at $76.00/bbl, off 0.39%. The de-escalation angle is now the driver: Bloomberg and The New York Times both report US officials expect the Strait of Hormuz to be declared open to all shipping, following the tanker strikes earlier this month that prompted heavy US retaliation, per Hellenic Shipping News. Managed money net long WTI Crude fell to 64k contracts (-17k WoW), per Friday's CFTC report dated July 7.
Products fell harder than crude, with RBOB at $2.9858/gal, down 1.74% from yesterday's settle, and ULSD at $3.5339/gal, off 1.06%. Russia's supply picture stays central: Al Jazeera reports Ukrainian attacks on refineries have sparked a nationwide fuel shortage, and Energy Intelligence says Russian refining supply has slid below domestic demand. CNBC flags Carlyle's Jeff Currie urging markets to watch gasoline and diesel prices rather than just crude. Managed money net long NY Harbor ULSD fell to 4,786 contracts (-3,695 WoW), per Friday's CFTC report dated July 7.
Portraying commodities coverage. Three times a day, every trading day.
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Equities sector breakdowns, macro briefs, and more. All delivered with the same discipline.
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How GEO is built
GEO is a multi-sector market intelligence brief, designed to read like an analyst note and built like a research pipeline. Every brief starts from a curated set of reliable news sources, filtered and de-duplicated at the story level. GEO sources factual reporting only, excluding opinion columns, punditry, and aggregators by default. Briefs reflect what actually happened, not what someone thinks about it.
Each brief draws together news, market moves, and official data releases that shape a sector that day, the same raw material an institutional analyst would use to get a current, grounded read on the market. As new sectors ship, the inputs expand, but the method stays the same.
GEO briefs are synthesized by a large language model, working under strict editorial rules that keep it factual and direct. No embellishment and no filler, built to minimize hallucinations and magnitude inflation, holding each brief to what its sources actually support. GEO reinforces this with code that handles the underlying data directly, so every brief stays reliable and consistent, release after release.
Markets never sit still, and one brief a day was never enough. GEO lands three times every trading day, fully automated, built to be read heading into work, over lunch, and leaving the office. A consistent read from open to close, keeping you in the loop all day.
More is on the way, including Deep Dive for full-context breakdowns, Ask GEO for instant answers grounded in the day's brief, and market calendar integration that keeps every catalyst in view.
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