The Weekly Insight
Week covered: Monday 28 September – Friday 2 October 2026 · Published Saturday 3 October 2026 · By Nitesh Soni
Six research issues. Each one reads the week through mind, matter and money: technology, energy and materials, and capital.
- Global Macro & Markets
The world's risk-free rate moved higher on bad news.
- US Markets & Economy
Jobs stalled, but the price of long-term money kept rising.
- India Markets & Economy
India is losing the competition for foreign capital to a 5% Treasury and to North Asia's chip markets.
- Geopolitics & Markets
The Iran war has become a contest of endurance, and markets are pricing it that way.
- Commodities
The shortage is in refined fuel, not crude, and fuel is what feeds inflation.
- Money Markets & Liquidity
The dollar's plumbing passed its quarter-end test easily.