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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
Tech’s CapEx Surge Is Narrower Than It Looks

Feb 12, 2026

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4 min read

Tech’s CapEx Surge Is Narrower Than It Looks

Why Markets Are Parsing Where The Money Actually Goes

The Capital Current
The Capital Current
CapEx Backfills The Buyback Gap In Defense

Feb 11, 2026

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4 min read

CapEx Backfills The Buyback Gap In Defense

How Policy Pressure Redirects Cash Toward Capacity And Control

The Capital Current
The Capital Current
Defense Capital Is Under Policy Constraint

Feb 10, 2026

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4 min read

Defense Capital Is Under Policy Constraint

Buyback Limits Force A Rethink Of How Defense Primes Deploy Cash

The Capital Current
The Capital Current
Yen Strength Is Forcing A Repricing Across FX Markets

Feb 8, 2026

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3 min read

Yen Strength Is Forcing A Repricing Across FX Markets

Why A Single Currency Move Is Rippling Through Global Positioning

The Capital Current
The Capital Current
Europe’s Banking Constraints Are Quietly Repricing Capital

Feb 6, 2026

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4 min read

Europe’s Banking Constraints Are Quietly Repricing Capital

Why Regulatory Friction Is Becoming A Growth Variable

The Capital Current
The Capital Current
Markets Trim Rate Cut Bets As Fed Signals Higher Neutral Path

Feb 3, 2026

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4 min read

Markets Trim Rate Cut Bets As Fed Signals Higher Neutral Path

Why Policy Patience Is No Longer Being Read As Accommodation

The Capital Current
The Capital Current
Yen Intervention Risk Is Repricing Global Currency Flows

Feb 2, 2026

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4 min read

Yen Intervention Risk Is Repricing Global Currency Flows

Why Japan’s FX Posture Is No Longer Background Noise For Markets

The Capital Current
The Capital Current
Fintech Signals Are Quietly Rewiring Financial Infrastructure

Jan 31, 2026

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3 min read

Fintech Signals Are Quietly Rewiring Financial Infrastructure

Where Capital Is Moving Beneath The Consumer Layer

The Capital Current
The Capital Current
Risk Assets Bounce As Gold Signals Defensive Undercurrent

Jan 30, 2026

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4 min read

Risk Assets Bounce As Gold Signals Defensive Undercurrent

When Relief Rallies And Hedging Coexist

The Capital Current
The Capital Current
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