6 Nov 2026 The Morning Brief By Gregor Becker Editor-in-Chief (M.Phil Economics, Oxford)Early start, well done.Today is US jobs day: October's non-farm payrolls land, and tech's worst day since 2020 has traders hungry for any sign of what comes next.
5 Nov 2026 The Morning Brief By Gregor Becker Editor-in-Chief (M.Phil Economics, Oxford)Hello, and good morning.The Bank of England decides on interest rates today, just as euro zone inflation hits a three-year high and cuts the odds of European rate cuts. •AppLovin jumps on
4 Nov 2026 The Morning Brief By Gregor Becker Editor-in-Chief (M.Phil Economics, Oxford)Hey, good to see you.Euro Area inflation numbers land today, and eurozone inflation has already climbed to 4% on energy costs, so the pressure on central banks is not easing. •3M settles over
3 Nov 2026 The Morning Brief By Gregor Becker Editor-in-Chief (M.Phil Economics, Oxford)Morning, all. Thursday brings Guy Fawkes Night in Britain.First, this: Binance has reopened withdrawals on most major networks, a week after a hack of about $6.3 billion. It says it has replaced
2 Nov 2026 The Morning Brief By Gregor Becker Editor-in-Chief (M.Phil Economics, Oxford)Hello, Monday crowd. It is the first trading day of November, and Guy Fawkes Night falls on Thursday.First, this: Oil fell sharply on Monday, with Brent down 4.61% to $108.20 a
30 Oct 2026 The Morning Brief By Gregor Becker Editor-in-Chief (M.Phil Economics, Oxford)Well, that's a lot of zeros. A loud one, and not for the first time this week.First, this: Binance says hackers took an estimated $6.3 billion, about $3 billion of
29 Oct 2026 The Morning Brief By Gregor Becker Editor-in-Chief (M.Phil Economics, Oxford)Well, that stung. Investors will forgive a lot of spending, but apparently not $2.12 against $3.02. Alphabet fell about 10% after hours, wiping almost $400 billion off its value, even as Google
The Morning Brief Gregor Becker · Editor-in-Chief (M.Phil Economics, Oxford) Wednesday, 28 October 2026 Right, let's start. Eighty-three trillion won: that is what SK Hynix earned in operating profit in one quarter, on an 80% margin, and Korea's KOSPI jumped 6.63% in
The Morning Brief Gregor Becker · Editor-in-Chief (M.Phil Economics, Oxford) Tuesday, 27 October 2026 Monday, then, and a costly one. Meta says it will raise up to $95bn in equity for its AI build-out, but only about $35bn is on offer now. The other $60bn waits on
The Morning Brief Gregor Becker · Editor-in-Chief (M.Phil Economics, Oxford) Monday, 26 October 2026 Did oil actually calm down? Not quite: it fell 2% on Monday, with WTI at $ 101 and Brent at $ 114.51, after attacks on Saudi Arabia. Traders are weighing supply risk against demand that
The Morning Brief Gregor Becker · Editor-in-Chief (M.Phil Economics, Oxford) Friday, 23 October 2026 Well, that's odd. A strangely calm sort of loud this morning: Brent sits at a five-month high of $ 113.50 and WTI is at $ 100.24, yet the world economy has
The Morning Brief Gregor Becker · Editor-in-Chief (M.Phil Economics, Oxford) Thursday, 22 October 2026 Evening, all, sorry, morning. The market has again priced in good news and then been disappointed by it. Barclays will cut about 5,000 jobs, roughly 5% of its workforce, with AI getting some
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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
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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
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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
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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
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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
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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:
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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,
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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
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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
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