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Google's 890 MW Constellation Deal: What Isn't Priced
TL;DR: Google and Constellation Energy signed a 20 year power purchase agreement on October 6, 2026 to add 890 megawatts of nuclear capacity to the PJM grid through upgrades at 11 reactors in Illinoi…

Army Awards $4.15B in Counter-Drone Contracts to 10 Firms
TL;DR: The Army awarded 10 counter drone contracts with a combined $4.15 billion ceiling in late September, according to Defense One , but only about $50 million was obligated at award. The ceiling i…

Gen Z Now Outspends Every Art Collector Group
TL;DR: Gen Z collectors averaged $347,460 on fine art in 2025, according to Ithaca Gallery's write up of the 2026 Art Basel and UBS survey, against $124,265 for all 3,100 wealthy respondents. The sur…

IMF Forecasts US Inflation at 3.6% in 2026, 2.8% in 2027
TL;DR: The IMF now projects US headline inflation at 3.6% this year, two tenths of a point above its April forecast, easing to 2.8% in 2027, per El País English . Core inflation doesn't reach the Fed…

Federal Deficit Hits $2 Trillion in Fiscal 2026
TL;DR: The Congressional Budget Office reported Thursday that the federal government ran a deficit of about $2 trillion in the fiscal year that ended September 30. CNN, via ABC17 reported that the ga…

Fed Turns Hawkish but Can Wait on the Next Hike
TL;DR: Federal Reserve officials now lean toward more rate hikes, but the September minutes and recent speeches say they can wait for more data first. Markets price a pause at the October meeting and…
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