The Morning Update A 20-minute weekday digest of markets, macro, regulation and fund industry news for the operating side of an investment firm. AI-generated from public sources; for information only, not investment advice.
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Mon 19 Oct 2026: AI selloff hits Nasdaq, UK jobs and CPI week, FCA illiquid fund redemptions consultation Transcript Fri 16 Oct 2026: Dow rebounds, UK GDP surprise, rate week ahead, ESMA greenwashing note Transcript Thu 15 Oct 2026: Hot US CPI, Asian chip rout, BoE hike bets, FCA illiquid fund proposals Transcript Wed 14 Oct 2026: Chip sell-off, US CPI day, BoE hike bets and Budget, FCA AIFM deadline Transcript Tue 13 Oct 2026: Asian chip sell-off, BoE November hike priced, FCA illiquid fund redemption proposal, FCA Connect deadline Transcript Mon 12 Oct 2026: Wall Street rallies as oil eases, BoE November hike debate, FCA transaction reporting consultation, European ETF firsts Transcript Fri 09 Oct 2026: Nasdaq slides on OpenAI revenue report, Brent above 104 dollars, BoE November hike odds, FCA Connect for fund filings Transcript Thu 08 Oct 2026: Fed minutes hawkish, 30-year gilt tops 6%, FCA transaction reporting consultation, crypto perimeter guidance final Transcript Wed 07 Oct 2026: Records on Wall Street, Fed minutes tonight, FRAME deadline moves to 22 Oct, EU pauses Level 2 rules Transcript Tue 06 Oct 2026: Nasdaq record as gilt yields near six percent, BoE November hike signals, AIFM consultation closes 14 Oct Transcript Mon 05 Oct 2026: Weak US payrolls cool Fed hike bets, euro area inflation 3.8%, BoE November hike signals, reform deadlines Transcript Fri 02 Oct 2026: FTSE worst day since May, 30-year gilt tops 6%, payrolls day, private credit freeze Transcript Thu 01 Oct 2026: UK growth revised up, Treasury yields at 24-year high, FCA sustainability rules, Australian private credit freeze Transcript Wed 30 Sep 2026: Long yields at 24-year highs, BoE pauses gilt sales, FCA crypto gateway opens, fund M&A wave Transcript Tue 29 Sep 2026: Yields hit cycle highs, Hormuz oil shock, FCA CFD crackdown, Apollo gates again Transcript 