In today’s briefing:
- Ohayo Japan | US Stocks Extend Losing Streak as Oil, Yields Rise
- Singapore Market Roundup (10-Sep-2026): RHB views Raffles Medical’s 52-week low as a buy signal.
- Episode 54: The Tuesday Boy & What a Viral Citadel Interview Question Teaches You About Money
- Asia Real Estate Tracker (10-Sep-2026): Brookfield acquires 11-hectare Melbourne industrial site.
- Inside Bloomberg’s ASKB: How the Terminal Is Rethinking Agentic AI
- Deep Sea Mining Monthly Monitor (September 2026): U.S. Pulls Ahead as ISA Code Is Stalled
- Exencial Industry Tidings – 10-09-2026
- Exencial Morning Charts – 10-09-2026
Ohayo Japan | US Stocks Extend Losing Streak as Oil, Yields Rise
- U.S. stocks closed lower for a fourth straight session as surging oil prices and rising Treasury yields amplified inflation concerns and increased bets on a Fed rate hike next week.
- Brent crude climbed above $108/barrel amid ongoing Middle East tensions and supply risks through the Strait of Hormuz
- The 10-year Treasury yield jumped to 4.97%, its highest since late 2023
Singapore Market Roundup (10-Sep-2026): RHB views Raffles Medical’s 52-week low as a buy signal.
- RHB sees Raffles Medical’s 52-week low as a buying opportunity.
- Citi starts ‘buy/high risk’ rating on SMID global leader CSE Global.
- Maybank’s Seet is bullish on Frencken, lowers target price after $100M placement.
Episode 54: The Tuesday Boy & What a Viral Citadel Interview Question Teaches You About Money
- Last week a Citadel quant interview question went viral.
- According to the post, candidates were given a ninety-second time limit with a $650,000 starting salary sitting on the other side of it.
- Result: a 3% pass rate. So… as the math teacher that I am, it’s only natural for me to throw the question out to you: I watched thousands of smart people argue about it in the comments, and it made me think about something that has almost nothing to do with getting hired at a hedge fund and almost everything to do with investing and life: most of us are terrible at probability, and it can cost us.
Asia Real Estate Tracker (10-Sep-2026): Brookfield acquires 11-hectare Melbourne industrial site.
- Brookfield has acquired an 11-hectare former Ford site in Melbourne for an industrial estate development.
- Blackstone has appointed Levine and Cutaia as co-heads of real estate following Meghji’s departure.
- Centurion plans to acquire a $53 million worker dormitory in Johor, boosting its capacity in Malaysia by 22%.
Inside Bloomberg’s ASKB: How the Terminal Is Rethinking Agentic AI
- AI that draws conclusions from many documents at once has to rank news and company filings differently.
- Recency matters most for news, document type matters more for filings, and perspective matters across both.
- Bloomberg’s answer is ASKB, a conversational AI interface for the Terminal built on specialized agents rather than one massive model.
Deep Sea Mining Monthly Monitor (September 2026): U.S. Pulls Ahead as ISA Code Is Stalled
- Two regulatory clocks are diverging – the ISA’s exploitation code slipped into 2027 after the July 2026 session, while the U.S. domestic route advanced.
- Commercialization is maturing but unproven. May 2026 brought the TMC-Allseas production agreement and a $1bn AOMC-Odyssey merger, yet no operator has demonstrated sustained commercial nodule recovery at scale.
- Opposition is widening. 46 countries now back a moratorium or pause (up from 32 in 2024), keeping social license and international law legitimacy as material gating risks for investors.
Exencial Industry Tidings – 10-09-2026
- India-Russia meeting to focus on trade, defence and nuclear energy
- India has robust data infrastructure for double deflation: Saurabh Garg
- India’s annual average per-capita protein consumption to triple to 30 kg by 2070
Exencial Morning Charts – 10-09-2026
- Singapore pays its leader more than any nation, over eleven times local income
- Mobile data use rose about a quarter to 285 billion gigabytes in fiscal 2026
- New fintech firms have fallen since 2021, yet India’s global share nears 14 percent
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