THE BIG PICTURE
A world in repricing.
The signals that matter. The context behind them.
Illustrative scenarios & prices.
Not a live market report.
COST OF CAPITAL
The shape of US rates
YOUR DAILY READING LIST
The Daily Five05
THE WEEK AHEAD · US-LISTED COMPANIES
Next week’s earnings: five to watch
Five anticipated reports selected for their relevance to consumers, travel and AI investment. An editorial watchlist, not a measured popularity ranking.
Sorted by report date. Release timing and conference-call timing are shown separately. Schedules can change; check the linked company announcement. Watchpoints are analysis.
SOVEREIGN DEBT
Rates & the yield curve
US TERM STRUCTURE
Spread, not just level
10-year minus 2-year yield, in basis points. The zero line separates inversion from a positively sloped curve.
View chart data
CROSS-ASSET MONITOR
Global markets
RELATIVE PERFORMANCE
Growth, protection & energy
View chart data
REAL ASSETS · LOCAL CONTEXT
Property across borders
Residential indices are not directly comparable across countries. Geography, methodology and reporting lags differ. Figures marked demo are illustrative. Revelstoke and Golden are separate BC markets with no connected price series; their links provide official housing context. No commercial-property cap-rate series is connected.
WHAT TO WATCH NEXT
Macro & catalysts
THE RECORD