Macro Strategy Insights

Space: The Now Frontier & The AI Revolution

Academy will tackle any details on a deal with Iran via a SITREP and a podcast, once (if) details are made available. After last Friday’s extreme move (More Than Rates Moving Markets) we had a relatively tame week with the S&P and Nasdaq both gaining around 0.7%, but neither getting back to their highs of the week, set on Tuesday. Yields drifted moderately lower on the week, primarily on the back of steep declines in the price of oil (though I do feel the need to point out the Jan 2027 WTI contract, which I’ve been focusing on, is still ... Space: The Now Frontier & The AI Revolution

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