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The DOE just committed $17.5 billion to nuclear

Jul 8, 2026

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4 min read

The DOE just committed $17.5 billion to nuclear

Each partner has to put up $1 billion in equity before the government opens the vault.

The Capital Current
The Capital Current
Power hit $2,000/MWh on PJM last Thursday

Jul 7, 2026

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3 min read

Power hit $2,000/MWh on PJM last Thursday

The Western Hub benchmark settled at $1,222.75 — nearly triple last summer's peak.

The Capital Current
The Capital Current
Brazil’s Aviation Pivot Signals Targeted Credit Support

Feb 27, 2026

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3 min read

Brazil’s Aviation Pivot Signals Targeted Credit Support

Emerging Markets Are Fine Tuning Liquidity Channels

The Capital Current
The Capital Current
Treasury Volatility Is Repricing Policy Confidence

Feb 26, 2026

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4 min read

Treasury Volatility Is Repricing Policy Confidence

Rising Yields Are Testing The Disinflation Narrative

The Capital Current
The Capital Current
Oil Is Reasserting Itself As A Macro Driver

Feb 25, 2026

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3 min read

Oil Is Reasserting Itself As A Macro Driver

Energy Volatility Is Interrupting Tech’s Stabilization

The Capital Current
The Capital Current
Factor Rotation Is Pressuring Tech Dominance

Feb 24, 2026

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4 min read

Factor Rotation Is Pressuring Tech Dominance

Global Flows Are Tilting Beyond The Usual Leaders

The Capital Current
The Capital Current
A Compressed Week Carries Outsized Market Risk

Feb 20, 2026

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4 min read

A Compressed Week Carries Outsized Market Risk

Data Density Is Testing Market Conviction

The Capital Current
The Capital Current
Wall Street Stabilizes After AI Volatility Shock

Feb 19, 2026

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4 min read

Wall Street Stabilizes After AI Volatility Shock

Inflation Relief Helps Markets Reset Leadership

The Capital Current
The Capital Current
Weak Japan Data Lifts Risk Caution Across Asia

Feb 18, 2026

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4 min read

Weak Japan Data Lifts Risk Caution Across Asia

A Growth Miss In Tokyo Is Echoing Through Global Allocation

The Capital Current
The Capital Current
US Inflation Softens More Than Forecast

Feb 17, 2026

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4 min read

US Inflation Softens More Than Forecast

Why A Cooler CPI Print Is Rewiring The 2026 Rate Narrative

The Capital Current
The Capital Current
Buybacks Are Back In Favor With Allocators

Feb 13, 2026

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3 min read

Buybacks Are Back In Favor With Allocators

Why Capital Is Rotating Toward Balance Sheet Discipline

The Capital Current
The Capital Current
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