Last Tick

Oct 23, 2026

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26 min read

Oil Rally and AI Doubts Pressure Markets Days Before Fed Decision

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Last Tick

Oct 22, 2026

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17 min read

Markets Retreat as AI Spending Fears and Middle East Escalation Drive Flight to Bonds

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Last Tick

Oct 21, 2026

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18 min read

SpaceX Earnings Buy Time for the AI Infrastructure Bet

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Last Tick

Oct 20, 2026

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16 min read

Oil Eases on Iran Diplomacy as AI Financing Cracks

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Last Tick

Oct 19, 2026

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27 min read

AI Earnings Bet Meets Housing and Energy Reality

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Last Tick

Oct 16, 2026

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27 min read

When Demand Outruns the Ability to Deliver

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Last Tick

Oct 13, 2026

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15 min read

Yields are Tightening for the Fed as Housing Freezes

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Last Tick

Oct 9, 2026

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16 min read

Tankers Now Cost More Than Rockets as Energy Rewires Markets

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Last Tick

Oct 8, 2026

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17 min read

Oil Reprices the Fed While AI Still Needs the Debt

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Last Tick

Oct 7, 2026

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26 min read

The Bond Market Becomes the Rival Again

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Last Tick

Oct 6, 2026

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22 min read

Treasuries at 2002 Yields as Stocks Make Highs

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Last Tick

Oct 5, 2026

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20 min read

Bonds Flash 6 Percent as Tech Keeps Buying the Boom

Kevin Saa

Last Tick

Oct 2, 2026

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26 min read

Cooling Payrolls and Emergency Diesel Reset the Rate Path

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Last Tick

Oct 1, 2026

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19 min read

Yield Curve Turbulence, Sovereign Supply Walls, and the New Inflation Floor

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Last Tick

Sep 30, 2026

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22 min read

How Diverging Yields and Energy Shocks Are Unwinding Global Carry Trades

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Last Tick

Sep 29, 2026

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22 min read

The Liquidity Trap Closing Around Global Sovereign Debt

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Last Tick

Sep 28, 2026

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19 min read

Energy Shock and Soaring Treasury Yields Trigger Global Market Re-alignment

Kevin Saa

Last Tick

Sep 25, 2026

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18 min read

The Higher for Longer Regime and the Fracture of Zero-Cost Capital

Kevin Saa

Last Tick

Sep 24, 2026

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20 min read

Five Percent Yields and Oil Shocks Force Federal Reserve Reversal

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Last Tick

Sep 23, 2026

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21 min read

Sovereign Yields Hit 2007 Highs as Oil Shock Triggers Tightening

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Last Tick

Sep 22, 2026

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20 min read

The Sunset of Global Multilateralism and the Sovereign Age

Kevin Saa

Last Tick

Sep 21, 2026

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20 min read

Record Diesel Prices and High Yield AI Debt Reshape Market Risk

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Last Tick

Sep 18, 2026

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20 min read

Synchronized Monetary Hikes Trigger Historic Realignment in Yields and Energy

Kevin Saa

Last Tick

Sep 17, 2026

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18 min read

Yield Peaks and Oil Slumps Trigger Global Asset Realignment

Kevin Saa

Last Tick

Sep 16, 2026

•

21 min read

The Fed Prepares to Tighten into an Energy Driven Macro Shock

Kevin Saa

Last Tick

Oil Rally and AI Doubts Pressure Markets Days Before Fed Decision

Markets Retreat as AI Spending Fears and Middle East Escalation Drive Flight to Bonds

SpaceX Earnings Buy Time for the AI Infrastructure Bet

Oil Eases on Iran Diplomacy as AI Financing Cracks

AI Earnings Bet Meets Housing and Energy Reality

When Demand Outruns the Ability to Deliver

Yields are Tightening for the Fed as Housing Freezes

Tankers Now Cost More Than Rockets as Energy Rewires Markets

Oil Reprices the Fed While AI Still Needs the Debt

The Bond Market Becomes the Rival Again

Treasuries at 2002 Yields as Stocks Make Highs

Bonds Flash 6 Percent as Tech Keeps Buying the Boom

Cooling Payrolls and Emergency Diesel Reset the Rate Path

Yield Curve Turbulence, Sovereign Supply Walls, and the New Inflation Floor

How Diverging Yields and Energy Shocks Are Unwinding Global Carry Trades

The Liquidity Trap Closing Around Global Sovereign Debt

Energy Shock and Soaring Treasury Yields Trigger Global Market Re-alignment

The Higher for Longer Regime and the Fracture of Zero-Cost Capital

Five Percent Yields and Oil Shocks Force Federal Reserve Reversal

Sovereign Yields Hit 2007 Highs as Oil Shock Triggers Tightening

The Sunset of Global Multilateralism and the Sovereign Age

Record Diesel Prices and High Yield AI Debt Reshape Market Risk

Synchronized Monetary Hikes Trigger Historic Realignment in Yields and Energy

Yield Peaks and Oil Slumps Trigger Global Asset Realignment

The Fed Prepares to Tighten into an Energy Driven Macro Shock

Macro Observer