Daily Edition
Morning Brief — October 4, 2026
Week-ahead edition: cooling labor collides with still-expensive long-term financing and an AI capital cycle absorbing scarce electronics capacity; the 10-year near 5.28% is the binding constraint. Base 50%, Bull 25%, Bear 25%.
Morning Brief — October 4, 2026
Week-ahead edition: cooling labor collides with still-expensive long-term financing and an AI capital cycle absorbing scarce electronics capacity; the 10-year near 5.28% is the binding constraint. Base 50%, Bull 25%, Bear 25%.