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Cross-Asset Volatility at the Lows, the AI CapEx Reckoning & the Latest Text For CLARITY
Could oil be the catalyst that wakes cross-asset volatility?
In this CF Benchmarks X Space, recorded on July 23, 2026, CF Benchmarks Head of Research Gabe Selby, CFA (@gxselby), is joined by Research Analyst Mark Pilkoczuck; Kraken Chief Economist Thomas Perfumo, CFA (@ThomasPerfumo); CF Benchmarks Head of Business Development Peter Stern (@sternpeter9); and special guest Craig Shapiro (@ces921), Senior Macro Strategist at NinjaTrader and author of The Aletheia Narrative.
The conversation captures markets at a genuine inflection point. With July options expiry behind us and dealer positioning…
The skinny
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