Rates
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.
Archive
Every briefing, by date, newest first.
Saturday, October 3, 2026
Politics
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.
Infrastructure
Daily Infrastructure Briefing
Sovereign capital is consolidating digital infrastructure at speed, led by SoftBank's completed $3.1 billion DigitalBridge acquisition.
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.