Shenron Desk
What the desks are saying. Attributed, four-hourly.
Window: last 24 hours · 18 items from 3 desks ·
built 17 Sep 2026 22:49 UTC
Rates & the Fed3 desks7 items
Energy2 desks2 items
Europe & the BoE1 desk2 items
AI & capital1 desk4 items
Geopolitics1 desk1 items
China1 desk2 items
Japan & the yen1 desk1 items
Lead · 3 desks converging
Rates & the Fed
ING Think3.7h ago
Rates Spark: Global long-end gets some relief from the BoE - ING Think
ING Think10.8h ago
Bank of England floats a November rate hike if energy prices don’t come down - ING Think
ING Think13.4h ago
FX Daily: As hawkish as it gets - ING Think
The Dark Side Of The Boom18.1h ago
The Fed Delivered One Plus One: October Is Now Goldman’s Base Case
The Dots Removed the Ambiguity
The Dark Side Of The Boom20.8h ago
Asia Open Hot Take: One Hike Is Done. Now the Market Debates the Next One
The Fed has told us what it thinks. The next few weeks, the data will tell us whether the economy agrees.
Energy
ING Think10.8h ago
Bank of England floats a November rate hike if energy prices don’t come down - ING Think
The Dark Side Of The Boom19.3h ago
AI Needs a Japan’s Worth of Power. The Grid Buildout Is the Bottleneck
Europe & the BoE
ING Think3.7h ago
Rates Spark: Global long-end gets some relief from the BoE - ING Think
ING Think10.8h ago
Bank of England floats a November rate hike if energy prices don’t come down - ING Think
AI & capital
The Dark Side Of The Boom10.6h ago
The Cheap Capital Era Is Over: AI and Governments Are Bidding for the Same Money
The Dark Side Of The Boom14.1h ago
JPM: How is the U.S.-China AI race evolving?
The Dark Side Of The Boom16.1h ago
China AI Has Reached the Hard Part: Turning Intelligence Into Cash Flow
Geopolitics
The Dark Side Of The Boom12.1h ago
UBS: The Calm Before the Ballot Box Storm
Read this first. Everything above is the stated view of the desk or analyst named
against it, not our opinion, and not a recommendation. We report what
institutions are saying; we do not endorse it, and we do not tell you what to do.
Sources: ING Think, MUFG Research, Citadel Securities and The Dark Side Of The Boom (Stephen Innes), via their public feeds and indexes. Bank research is normally distributed to clients; we surface only what is publicly indexed.
Quiet desks stay quiet. A source contributing nothing to a window is a fact about that source, not a sign the world was calm.
Date discipline. Every item is placed by its publication time, never by when we fetched it. Items dated in the future (event listings) and items outside the window are excluded. This window rejected, outside window: 297.
Commentary only. Not investment advice, not a recommendation, and not an assertion about any issuer's conduct.
Sources: ING Think, MUFG Research, Citadel Securities and The Dark Side Of The Boom (Stephen Innes), via their public feeds and indexes. Bank research is normally distributed to clients; we surface only what is publicly indexed.
Quiet desks stay quiet. A source contributing nothing to a window is a fact about that source, not a sign the world was calm.
Date discipline. Every item is placed by its publication time, never by when we fetched it. Items dated in the future (event listings) and items outside the window are excluded. This window rejected, outside window: 297.
Commentary only. Not investment advice, not a recommendation, and not an assertion about any issuer's conduct.