Projects, Experiments, and Notes

Market Pulse

Oil, rates, and AI spending are now fighting for control of sentiment, with Gulf escalation pushing inflation risk higher just as the Fed prepares to explain why cuts are still not obvious. The key tension is that the long-term AI infrastructure story remains alive, but near-term investors are demanding proof that massive spending can translate into durable cash flow. Crypto is trying to stabilize, but weak fund flows and small-token underperformance suggest liquidity is still selective rather than broadly speculative.

Updated Jul 29, 2026 · Weekly Market Overview