Daily Edition
Morning Brief — October 9, 2026
Demand is still being generated but costs more to fulfill: TSMC September +54.6%, PMI 54.5, rail +5.1% against $105 Brent, 5.22% 10-year and weak hiring. Base 50%, Bull 25%, Bear 25% — unchanged.
Morning Brief — October 9, 2026
Demand is still being generated but costs more to fulfill: TSMC September +54.6%, PMI 54.5, rail +5.1% against $105 Brent, 5.22% 10-year and weak hiring. Base 50%, Bull 25%, Bear 25% — unchanged.