Commodities
Daily Commodities Briefing
A two-tier commodity complex: geopolitical risk premium easing at the margin while product-market tightness and a 16-month-high dollar dominate price action.
Morning briefing · Sunday, October 4, 2026
Today's briefings
Infrastructure
· Oct 3
Daily Infrastructure Briefing
Sovereign capital is consolidating digital infrastructure at speed, led by SoftBank's completed $3.1 billion DigitalBridge acquisition.
Politics
· Oct 3
Daily Politics Briefing
The Iran conflict enters its most dangerous economic phase as Hormuz attacks continue and the G7 weighs a coordinated strategic reserve release.
Rates
· Oct 3
Daily Rates Briefing
The global bond selloff crested mid-week, 10Y Treasury at 5.34%, before soft US payrolls triggered a Friday flight to safety.