Daily Edition
Morning Brief — October 10, 2026
Friday's equity recovery did not resolve the household and financing squeeze: UMich 46.3, 10-year 5.24%, Canada −68K jobs against Taiwan exports +60.9% and TSMC +54.6%. Base 50%, Bull 20%, Bear 30% — Bear +5pp.
Morning Brief — October 10, 2026
Friday's equity recovery did not resolve the household and financing squeeze: UMich 46.3, 10-year 5.24%, Canada −68K jobs against Taiwan exports +60.9% and TSMC +54.6%. Base 50%, Bull 20%, Bear 30% — Bear +5pp.