the-morning-brief
OXFORDMARKET INTELLIGENCE The Morning Brief Wednesday, 21 October 2026 Morning, pull up a chair. France nearly hit a 5% borrowing cost on Tuesday, with the 10-year yield touching 4.987% before closing at 4.923%, the highest since 2002. Investors want a plan, and the government has a weekend
the-morning-brief
OXFORDMARKET INTELLIGENCE The Morning Brief Tuesday, 20 October 2026 Morning, and welcome in. Pull up a chair, because the oil price had a busy Friday.Here's the short version: Brent crude closed at $ 109.86, its highest since May, and tech gave up more than $ 1 trillion in
the-morning-brief
OXFORDMARKET INTELLIGENCE The Morning Brief Monday, 19 October 2026 Morning, pull up a chair. France spent the weekend on fire, and the bond market only shrugged, a little. French stocks led European losses as the CAC 40 fell 1.38% and the 10-year yield rose 7 basis points, with
the-morning-brief
OXFORDMARKET INTELLIGENCE The Morning Brief Monday, 12 October 2026 Dear investor,Nvidia is sitting an inch below a $ 6 trillion market cap, and the tower REITs have put together a 15% morning. The market appears to have woken up in a generous mood. AT&T, meanwhile, has given us
the-morning-brief
OXFORDMARKET INTELLIGENCE The Morning Brief Friday, 09 October 2026 Dear investor,Ray Dalio thinks rising bond yields are quietly squeezing the life out of corporate cash flow. Humana, meanwhile, picked up 12% on a regulatory decision rather than anything the business did. And Accenture has our two analysts staring at
the-morning-brief
OXFORDMARKET INTELLIGENCE The Morning Brief Thursday, 08 October 2026 Dear investor,SpaceX wants to borrow $ 40 billion, and most of it is going on chips. argenx, meanwhile, found out what a single drug headline can do to a morning. And Caterpillar has split the desk. •🚀 SpaceX's $ 40bn bet:
the-morning-brief
OXFORDMARKET INTELLIGENCE The Morning Brief Wednesday, 07 October 2026 Dear investor,SpaceX wants to raise as much cash in one round as it makes in an entire year, and the plan is to hand most of it straight to Nvidia. That is what building the future costs now. Tempus AI,
the-morning-brief
OXFORDMARKET INTELLIGENCE The Morning Brief Tuesday, 06 October 2026 Dear investor,Hollywood rewired itself overnight. Paramount has closed its takeover of Warner Bros Discovery, and while that was happening, the market quietly decided that the most exciting AI infrastructure asset on the Street is a nuclear reactor. We also have
the-morning-brief
The Morning Brief by Oxford Market Intelligence - Tuesday, 04 August 2026 OXFORD MARKET INTELLIGENCE The Morning Brief Tuesday, 04 August 2026 Dear {first_name, "investor"}, Three things have our attention this morning: Bessent just handed Tokyo a blank intervention check on the yen, the pre-market movers are
Again, a test
News
This is Oxford Market Intelligence, a brand new site by Gregor Becker that's just getting started. Things will be up and running here shortly, but you can subscribe in the meantime if you'd like to stay up to date and receive emails when new content is