The Circuit Brief

The Circuit Brief

by The Circuit Brief
Season 1
The Circuit Brief — A Green Finish to a Red Week
Stocks close a volatile week higher as oil eases on Hormuz reopening talk, while the 10-year yield holds near 2007 highs. Consumer inflation expectations jump to 4.6%, durable goods beat, Akamai lands an $11.6B AI cloud deal, and the week ahead: China trade details and Micron earnings.
The Circuit Brief — The Market Holds Its Breath
After two rough sessions, stocks stood still: the 10-year yield holds near 2007 highs, the Philly Fed's Paulson signals more hikes may be needed, jobless claims fall to 197K, and Brent swings to $106 on Houthi strikes and Hormuz reopening talk. Plus: why Micron's Sept 30 report is the AI buildout's next big test.
The Circuit Brief — Yields Do the Talking
Treasury yields hit their highest level since 2007 after strong PMI data raised the odds of another Fed hike, sending stocks lower again. Oil back above $100, Indian markets reverse on the same pressures, and three Fed officials speak today.
The Circuit Brief — The Hike Finally Came
The Fed's first rate hike since 2023 lands, U.S. markets split between AI infrastructure names and rate-sensitive names, oil keeps easing, India falls on the same rate news, and Alibaba unveils a credible domestic AI chip aimed at reducing dependence on Nvidia hardware.
The Circuit Brief — The Week That Changed the Rate Map
The Circuit Brief. Your evening edition - what moved this week.
The Circuit Brief — The Jobs Report Changed the Map
The Circuit Brief. Your daily briefing on AI, electronics, and engineering - what actually matters, in plain language.
The Circuit Brief — The Recovery with an Asterisk
The Circuit Brief. Your evening edition - what moved today.
The Circuit Brief — The Rebound That Did Not Hold
The Circuit Brief. Your daily briefing on AI, electronics, and engineering - what actually matters, in plain language.
The Circuit Brief — The Relief Test
The Circuit Brief. Your evening edition - what moved today.
The Circuit Brief — The Pause in the Premium
Yesterday's morning briefing was about the second shock.
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