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
Daily Brief
The Daily Brief · Friday 22 May 2026
Today's Summary Squawk!
Three stories dominate today's strategic picture. First, WiseTech has begun executing its 30%
Daily Brief
The Daily Brief · Thursday 21 May 2026
Today's Summary Squawk!
Three structural shifts are taking shape at once. Nvidia's Q1 numbers came in
Daily Brief
The Daily Brief · Wednesday 20 May 2026
Today's Summary Squawk!
Bond markets are doing the heavy lifting today, and not in a good way. US
Daily Brief
The Daily Brief · Tuesday 19 May 2026
Today's Summary Squawk!
The two biggest AI governance questions of the past year were resolved overnight. A federal
Daily Brief
The Daily Brief · Monday 18 May 2026
Today's Summary Squawk!
The Iran war is entering a more dangerous phase just as markets were beginning to
Daily Brief
The Daily Brief · Saturday 16 May 2026
Today's Summary Squawk!
Trump left Beijing on Friday with warm handshakes and no deliverables. Xi's public
Daily Brief
The Daily Brief · Friday 15 May 2026
Today's Summary Squawk!
The Beijing summit produced its first hard signal: Xi told Trump that Taiwan is the
Daily Brief
The Daily Brief · Thursday 14 May 2026
Today's Summary Squawk!
Kevin Warsh officially takes the chair at the Federal Reserve today — the most politically compromised
Daily Brief
The Daily Brief · Wednesday 13 May 2026
Today's Summary Squawk!
The 2026 federal budget is the dominant story this morning, and the numbers are real:
Daily Brief
The Daily Brief · Tuesday 12 May 2026
Today's Elevator Pitch
Budget night in Canberra is carrying more political weight than usual. Chalmers is explicitly linking
Daily Brief
The Daily Brief · Monday 11 May 2026
Today's Elevator Pitch
Three forces are colliding this week in ways that will define the next decade for