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Podcast Archive
AlphaBrief Morning Rundown
June 01, 2026
Key Topics:
13 articles
- AI momentum concentrated in Nvidia amid dotcom bubble warning signs
- U.S.-Iran conflict costs households $447 in energy expenses over three months
- Tesla's Full Self-Driving safety claims questioned by former engineers and Reuters
- FDA approves pancreatic cancer drug doubling survival rates to 13.2 months
- DHS threatens airport disruption in sanctuary cities weeks before World Cup
AlphaBrief Weekly Recap
May 30, 2026
Key Topics:
20 articles
- AI infrastructure boom drives record market highs amid Dell's 33% surge
- Persistent inflation at 3.8% complicates Fed rate outlook ahead of June meeting
- Consumer savings depleted as income stagnates while energy costs remain elevated
- Iran ceasefire uncertainty whipsaws oil prices between $86-$96, fueling economic volatility
- Broadcom earnings report June 6 critical test for sustainability of AI rally
AlphaBrief Morning Rundown
May 29, 2026
Key Topics:
2 articles
- Iran conflict reignites persistent inflation pressures above central bank targets on both continents
- U.S. consumer spending weakens as real household income falls for three consecutive months
- Federal Reserve signals rates stay elevated through 2027 despite political pressure for cuts
- Energy prices remain 30% above pre-conflict levels, embedding inflation into broader economy
- Geopolitical uncertainty creates volatility in markets, complicating central bank policy decisions ahead
AlphaBrief Morning Rundown
May 28, 2026
Key Topics:
5 articles
- Boeing-China deal could reach 700 aircraft; spare parts reliability is key condition
- U.S. pushes Mexico to increase American auto content, reshape supply chains against China
- Iran peace talks advance amid fresh U.S. military strikes; oil volatility and stagflation concerns
- April PCE inflation expected at 3.8% year-over-year; sticky energy costs challenge Fed policy
- Investors should prioritize quality stocks with pricing power amid trade and geopolitical uncertainty
AlphaBrief Morning Rundown
May 27, 2026
Key Topics:
5 articles
- Republicans face midterm crisis as inflation resurges to 3.8% year-over-year
- AI stocks surge on record earnings expectations while broader markets remain cautious
- Bond traders bet Iran peace deal likely despite U.S. military strikes
- Oil prices threaten $200 barrel scenario if Strait of Hormuz stays closed
- UK energy bills jump 13% in July, reflecting global gas price crisis
AlphaBrief Morning Rundown
May 26, 2026
Key Topics:
2 articles
- U.S. futures surge on AI chipmakers while Europe braces for lower open
- Military strikes in Iran conflict with diplomatic optimism in market positioning
- Oil price divergence signals uncertainty: Brent up 2.7%, WTI down 4.3%
- Fed rate policy at risk if oil prices sustain elevation above $100
- Fragile market rally depends on geopolitical de-escalation and peace talk success
AlphaBrief Weekly Recap
May 23, 2026
Key Topics:
20 articles
- New Fed chair Kevin Warsh faces pressure to cut rates despite inflation risks from energy crisis
- Consumer sentiment hits 75-year low while stock markets hit record highs—stark economic disconnect
- U.S.-Iran conflict drives gas to $4.55; peace talks could ease energy crisis by June
- SpaceX mega-IPO at $1.75T valuation signals potential market peak similar to dot-com bubble
- PCE inflation data Friday will determine whether Fed must raise rates despite consumer financial stress