Archive | The Capital Current

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

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

Federal Shooting Fallout Is Repricing Institutional Trust Risk

Jan 29, 2026

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4 min read

Federal Shooting Fallout Is Repricing Institutional Trust Risk

When Enforcement Controversy Becomes A Governance Variable

The Capital Current

Global Markets Reprice After Trump Tariff Threat Sparks Sell Off

Jan 27, 2026

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4 min read

Global Markets Reprice After Trump Tariff Threat Sparks Sell Off

Tariffs Reenter The Market As A Volatility Catalyst

The Capital Current

Oil Markets Price Geopolitics Even As Supply Pressures Persist

Jan 25, 2026

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4 min read

Oil Markets Price Geopolitics Even As Supply Pressures Persist

Why Risk Premiums Are Re-Entering Energy Pricing

The Capital Current

Sovereign Credit Comes Back Into Focus As Fed Independence Is Questioned

Jan 23, 2026

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4 min read

Sovereign Credit Comes Back Into Focus As Fed Independence Is Questioned

Why Institutional Guardrails Now Carry A Price Tag

The Capital Current

Central Bank Credibility Under Pressure As Investors Reprice Fed Autonomy

Jan 22, 2026

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4 min read

Central Bank Credibility Under Pressure As Investors Reprice Fed Autonomy

Why Independence Is No Longer A Background Assumption

The Capital Current

Markets Reprice Political Risk As Trump Fed Tensions Surface

Jan 20, 2026

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4 min read

Markets Reprice Political Risk As Trump Fed Tensions Surface

Why Institutional Credibility Is Becoming A Market Variable Again

The Capital Current

U.S. Job Growth Is Losing Momentum Beneath Stable Headlines

Jan 17, 2026

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4 min read

U.S. Job Growth Is Losing Momentum Beneath Stable Headlines

Why Steady Unemployment Is Masking A Softer Labor Signal

The Capital Current

Jan 16, 2026

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4 min read

Markets Reprice Political Risk As Trump-Fed Tensions Surface

Why Institutional Credibility Is Becoming A Market Variable Again

The Capital Current

Consumer Credit Pressure Is Repricing Bank Risk

Jan 15, 2026

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4 min read

Consumer Credit Pressure Is Repricing Bank Risk

Why Political Scrutiny Is Exposing Stress In Household Balance Sheets

The Capital Current

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