Thursday, June 11, 2026 | Daily briefing on CPI fallout, Middle East escalation, SpaceX’s record IPO, and crypto market weakness. Main Theme Four major themes are driving markets today. First, the U.S. May CPI report came in hot on the surface but mixed beneath the headline. Annual inflation rose 4.2% year-over-year, matching consensus and marking […]

Thursday, April 23, 2026 Your daily briefing on geopolitical shifts, naval blockades, and the energy-driven inflation outlook. 1. Hormuz Tensions Hit Risk Appetite The optimism sparked by Trump’s announcement on Tuesday evening regarding an indefinite ceasefire extension remained positive throughout Wednesday; the S&P 500 and Nasdaq hit new record closings. However, news arriving Wednesday night […]