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Morning Brief — September 15, 2026
Markets entered the Fed meeting with Brent over $100 and the 10-year near 5%; semiconductors bounced as investors separated AI safety-debate noise from intact infrastructure demand. Base 45%, Bull 15%, Bear 40%.
Morning Brief — September 15, 2026
Markets entered the Fed meeting with Brent over $100 and the 10-year near 5%; semiconductors bounced as investors separated AI safety-debate noise from intact infrastructure demand. Base 45%, Bull 15%, Bear 40%.