Daily Brief - Parrots and Paperclips

Daily Brief

The Daily Brief · Monday 25 May 2026

Today's Summary Squawk! The biggest structural story this week is the US government taking a $2 billion equity

25 May | 8 min read

Daily Brief

Today's Summary Squawk! Three stories dominate today's strategic picture. First, WiseTech has begun executing its 30%

22 May | 9 min read

Daily Brief

Today's Summary Squawk! Three structural shifts are taking shape at once. Nvidia's Q1 numbers came in

21 May | 8 min read

Daily Brief

Today's Summary Squawk! Bond markets are doing the heavy lifting today, and not in a good way. US

20 May | 8 min read

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Today's Summary Squawk! The two biggest AI governance questions of the past year were resolved overnight. A federal

19 May | 9 min read

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Today's Summary Squawk! The Iran war is entering a more dangerous phase just as markets were beginning to

18 May | 8 min read

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Today's Summary Squawk! Trump left Beijing on Friday with warm handshakes and no deliverables. Xi's public

16 May | 9 min read

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Today's Summary Squawk! The Beijing summit produced its first hard signal: Xi told Trump that Taiwan is the

15 May | 8 min read

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Today's Summary Squawk! Kevin Warsh officially takes the chair at the Federal Reserve today — the most politically compromised

14 May | 8 min read

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Today's Summary Squawk! The 2026 federal budget is the dominant story this morning, and the numbers are real:

13 May | 9 min read

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Today's Elevator Pitch Budget night in Canberra is carrying more political weight than usual. Chalmers is explicitly linking

12 May | 8 min read

Daily Brief

Today's Elevator Pitch Three forces are colliding this week in ways that will define the next decade for

11 May | 8 min read