explore | Grilled Cheese

The AI boom has found its cost of capital, and that is the whole tape today. Rates become the transmission channel for $NDX, and a working bond hedge into an AI break would confirm the regime. Research is thin, size stays small.

#macro #rates #economy

MOC Oct 14,2026

#DOW -0.09%
#SPX -1.05%
#NDX -1.97%
#RTY -1.92%
#VIX 16.98⬆️

#SMH ⬇️
#IGV ⬇️
#DRAM ⬇️

#WTI #Crude #Oil $95.20⬆️
#Brent $106.11 ⬆️
#BTC -2.44%

#Brickell Buyer’s market with elevated inventory: 17–19 months of supply.

Active listings: 1,200–1,360 properties

On Close Oct.13,2026

#DOW -0.35%
#SPX -0.01%
#NDX -0.32%
#RTY -0.39%
#VIX +0.58%
#BITCOIN +046%
$ORCL +4.2%
$META +3.1%
$CRM +2.2%
$QCOM +1.79%
$SNPS +1.8%
$AAPL +1.4%
$INTC +0.9–1.3%
$AVGO +1.03%
$AMD +0.98%
$PANW $ETN +0.9%

#Brickell #Office Market 📈 🧐

On Close Monday, October 12, 2026

#DOW +0.38%
#SPX -0.07%
#NDX -0.72%
#RTY -0.40%
#VIX $15.24 +2.70%

U.S. 10-year Treasury yield was around these levels in mid May 2002. From there Nasdaq fell about 17% over the following 6 weeks. But inflation was 1.2–1.6% and oil $25–30. Now inflation≈3.4%, oil above $100. Yet equities are at ATH. Would seem the investors are also at ATH!
#US10Y #Brent #NDX

#US MOC

#DOW +0.18%
#SPX +0.71%
#NDX +0.84%
#RTY +0.60%
#VIX $15.52 +1.37%
#BITCOIN 86.000 -0.34%
#NatGas $3.0660/MMBTU
#WTI #Crude #Oil $89.43/bbl
#Brent $100.32/bbl
#SMH ⬆️
#IGV ⬆️
#DRAM ⬇️

#Brickell #Miami condo market might be slowing a bit. The ultra-luxury market isn’t.

Iran oil shock driving stagflation repricing. $BZ $107.30, 10Y 5.26%, market pricing 93bps hikes by June 2027. $SPX -0.77%, $NDX -1.77%, spreads blow. Regime shift from oil inflation forcing hawks into growth slowdown backdrop.

#macro #rates #economy