The Filtered Blog / Capital & Markets
Capital & Markets
Rates, markets, and money: read through an operator lens.
Latest in Capital & Markets
Rates, markets, and money: read through an operator lens.
Iran strikes U.S. assets in Kuwait and Bahrain after Egypt drone attack
Gulf strikes raise war-risk premiums. Re-quote your exposure now.
Jul 31, 2026 · 22 min
Rising cost of capital starts spooking equity markets, 'spending might not pay off'
Cost of capital is rising. Lock rates and sharpen your ROI story now.
Jul 23, 2026 · 14 min
American Airlines slashes 2026 earnings outlook as fuel costs spike
American Airlines cut its 2026 earnings outlook due to higher fuel costs.
Jul 23, 2026 · 10 min
Treasury market nearing a warning milestone last seen in 2007
The 30-year Treasury yield is approaching its longest stretch above 5% in 19 years — a milestone last seen in 2007 — signaling persistent inflation concerns and potential economic
Jul 22, 2026 · 10 min