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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
Treasuries Are Absorbing The Oil Shock First

Apr 1, 2026

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4 min read

Treasuries Are Absorbing The Oil Shock First

Bond Markets Are Acting As The Transmission Layer For Inflation Risk

The Capital Current
The Capital Current
Global Markets Are Losing Stability Across Asset Classes

Mar 31, 2026

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4 min read

Global Markets Are Losing Stability Across Asset Classes

Correlation Is Rising As Risk Repricing Spreads

The Capital Current
The Capital Current
Markets Are Turning More Hawkish Than The Bank Of England

Mar 27, 2026

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3 min read

Markets Are Turning More Hawkish Than The Bank Of England

Investor Expectations Are Moving Faster Than Policy Signals

The Capital Current
The Capital Current
Producer Prices Are Re Accelerating Beneath The Surface

Mar 26, 2026

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4 min read

Producer Prices Are Re Accelerating Beneath The Surface

Cost Pressures Are Building Before They Reach Consumers

The Capital Current
The Capital Current
European Growth Expectations Are Breaking Under Energy Pressure

Mar 25, 2026

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4 min read

European Growth Expectations Are Breaking Under Energy Pressure

Investor Sentiment Is Repricing The Economic Outlook

The Capital Current
The Capital Current
Oil Is Rewriting The Global Rate Path

Mar 24, 2026

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4 min read

Oil Is Rewriting The Global Rate Path

Energy Volatility Is Disrupting The Timing Of Monetary Policy

The Capital Current
The Capital Current
Inflation Data Is Already Behind The Energy Shock

Mar 20, 2026

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4 min read

Inflation Data Is Already Behind The Energy Shock

Why Markets Are Repricing The Inflation Narrative

The Capital Current
The Capital Current
Energy Volatility Is Re Entering Europe’s Policy Equation

Mar 19, 2026

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4 min read

Energy Volatility Is Re Entering Europe’s Policy Equation

Why Geopolitical Risk Is Complicating The Inflation Outlook

The Capital Current
The Capital Current
Private Credit Is Hitting A Funding Friction Point

Mar 18, 2026

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4 min read

Private Credit Is Hitting A Funding Friction Point

Why The Fastest Growing Lending Market Is Facing New Scrutiny

The Capital Current
The Capital Current
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