Daily Edition
Morning Brief — October 11, 2026
Sunday edition: the week ended with resilient large-company equities but weaker evidence of broad household strength. Our 2-4 week judgment holds at Base 50%, Bull 20%, Bear 30%. This edition adds a weekly retrospective, a dated Oct 12-16 look-ahead, and the first Market Read Sunday refresh.
Morning Brief — October 11, 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% (unchanged).