Morning Call

Morning Call 4/23/26

Morning Call 4/23/26

Morning Call 4/22/26

Markets hold firm as tech leads and risks build 4/21/26

Markets hold steady as oil risks rise and earnings stay strong 4/20/26

Morning Call 4/17/26

Markets rally, earnings strength, and risk appetite returns 4/16/26

AI rally broadens, geopolitical risks linger, and earnings stay strong 4/15/26

AI momentum, oil shocks, and markets look through volatility 4/14/26

Fragile ceasefire, earnings in focus, and AI reshapes markets 4/13/26

Morning Call 4/10/26

Morning Call 4/9/26

Ceasefire rally, oil risks, and global trade outlook 4/8/26

Oil volatility, geopolitical risk, and the rise of the space economy 4/7/26

Morning Call 4/6/26

Morning Call 4/2/26

Morning Call 4/1/26

Morning Call 3/31/26

Morning Call 3/30/26

Market volatility, Nvidia reset, and rising geopolitical risks 3/27/26

Oil shocks, IPO frenzy, and AI reshaping markets 3/26/26

AI disruption, energy shocks, and policy risks reshape markets 3/25/26

Morning Call 3/24/26

Morning Call 3/23/26

Worldwide Exchange 3/20/26

Oil shocks, AI demand, and market resilience tested 3/19/26

Worldwide Exchange 3/18/26

Oil shock, AI momentum, and shifting market leadership 3/17/26

Oil surge, Fed uncertainty, and AI in focus 3/16/26

Oil surge, inflation fears, and AI reshaping investing 3/13/26

Geopolitics, inflation fears, and market volatility ahead 3/12/26

Oil volatility, inflation risks, and the evolving AI trade 3/11/26

Worldwide Exchange 3/10/26

Oil shocks, Bitcoin resilience, and markets bracing for geopolitical risk 3/9/26

Manifest Space: NASA Administrator Jared Isaacman on NASA Force launch 3/6/26

Manifest Space: Vast CEO Max Haot on raising $500M in new investment round and competition to replace the ISS 3/6/26

Worldwide Exchange 3/6/26

Geopolitics, rising yields, and the next phase of the AI trade 3/5/26

Oil volatility, market rotation, and rising geopolitical risk 3/4/26

Oil shock, AI conviction, and markets in wait and see mode 3/3/26

Worldwide Exchange 3/2/26

Market rotation, AI disruption, and private credit under scrutiny 2/27/26

AI volatility, private credit risks, and tech’s search for a floor 2/26/26

Tariffs, AI power demands, and markets after the State of the Union 2/25/26

Worldwide Exchange 2/24/26

Worldwide Exchange 2/23/26

Tariff surge, Supreme Court stakes, and pressure on households 2/20/26

AI bot swarms, security fears, and the next tech investment boom 2/19/26

Big Tech debt surge, AI arms race, and markets on edge 2/18/26

AI volatility, metals demand, and Nvidia at the market crossroads 2/17/26

Electric aviation momentum, AI in real estate, and market resilience 2/13/26