Next Day Prep

Next Day Prep #235: Oil Spike, AI Surge, and the Fragile Regime – Thursday 4/2/2026

Episode 235Apr 2, 20264:49

Seek

0:004:49

Episode summary

Oil spiked to $111 as AI infrastructure rallied—revealing a market pricing yield and capex, not energy. We break down why breadth improved selectively, how Real Estate outperformed despite oil, and why tomorrow’s CPI/NFP could trigger a regime shift.

Next Day Prep #235: Oil Spike, AI Surge, and the Fragile Regime – Thursday 4/2/2026

Episode summary

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