-
Daily Newsletter
Global Market Daily: AI Unit Economics, Crude at $110, and European Fiscal Strain
Tuesday, October 20, 2026 | Daily briefing on AI unit economics, $110 oil, European fiscal unrest, and Bitcoin's range compression. Daily Summary Our View: The...
-
Daily Newsletter
Global Market Dispatch: China Growth, Oil Volatility, and Tech Earnings Take Center Stage
Monday, October 19, 2026 | Daily briefing on China's growth boost, Hormuz supply risks, tech CapEx scrutiny, and Bitcoin's short squeeze potential. Executive Summary...
-
Daily Newsletter
Weekly Market Recap: $1T AI Sell-Off, Credit Distress, and MSCI Index Shifts
Friday, October 16, 2026 | Daily briefing on $1T AI tech cash burn, credit distress, Fed pause outlook, Hormuz supply risks, and Bitcoin's key...
-
Daily Newsletter
Global Market Wrap: AI Debt Strains and Rising Yields Trigger Broader Sell-Off
Thursday, October 15, 2026 | Daily briefing on Hormuz supply risks, sticky inflation, AI credit contagion, and Bitcoin's structural stress. Our View: Yesterday's hot inflation...
-
Daily Newsletter
Daily Market Analysis: US CPI Day & Energy Shock Risks
Wednesday, October 14, 2026 | Daily briefing on US CPI risk, Middle East energy shocks, European equity resilience, and XRPL AI agents. Executive Summary...