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Europe Feels Oil Pain | Bonds Misfire | AI Spending Ramps

Mar 16, 2026

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9 min read

Europe Feels Oil Pain | Bonds Misfire | AI Spending Ramps

A spike in energy costs is reshaping Europe’s outlook. Meanwhile, the quiet tug-of-war inside private credit and AI infrastructure spending is revealing where the next pressure points sit.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Oil Tightens | Banks Blink | AI Spending Accelerates

Mar 16, 2026

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10 min read

Oil Tightens | Banks Blink | AI Spending Accelerates

This morning’s session revealed more about direction than volatility. Energy supply, bank performance, and AI infrastructure spending all hinted at how the next phase of the cycle may unfold.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Financial News | Sunday Outlook

Mar 15, 2026

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12 min read

Financial News | Sunday Outlook

The Week Ahead: When Energy, Earnings, And The Fed Collide. Last week markets reacted to oil and shipping disruptions. This week the calendar arrives to test whether those pressures are already showing up in inflation, hiring, manufacturing, and corporate results.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Six Things Last Week Taught The Market

Mar 14, 2026

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10 min read

Six Things Last Week Taught The Market

Last week did not move in a straight line. Oil jerked the tape around, AI kept pulling capital toward the buildout, and investors spent five days figuring out which businesses can handle a world where fuel, funding, and infrastructure all matter more.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Oil Swings | Airline Fares Jump | Credit Risk Builds | AI Hits The Grid

Mar 13, 2026

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9 min read

Oil Swings | Airline Fares Jump | Credit Risk Builds | AI Hits The Grid

One disruption in the Gulf rippled through nearly every corner of the market today. Energy, travel, banking, and technology all reacted in different ways... revealing where pressure is beginning to surface.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Fed Cuts Fade | Russian Oil Loophole | Private Credit Cracks

Mar 13, 2026

•

9 min read

Fed Cuts Fade | Russian Oil Loophole | Private Credit Cracks

Oil grabbed the headlines again, but policy workarounds and funding stress across the financial system revealed where pressure is spreading next.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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