Ground Signal Deep Dive: Markets & Economy — October 12, 2026

Ground Signal FM · Oct 12, 2026 · 10m · transcript

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Markets & Economy deep dive — Monday, October 12, 2026. S&P 7,811 (+0.59%). 10Y Treasury 5.24%. Brent $103.18. BTC $83,479. Bank earnings week begins: JPMorgan and Wells Fargo Q3 Tuesday. September CPI Wednesday. FOMC Oct 27 at 82% hold probability.

(00:00) - Ground State: This Week's Setup

(02:45) - Equities: Rotation Thesis

(05:30) - Fixed Income & Rates: Yield Curve

(07:30) - Currencies & FX: DXY + Nomad Pairs

(08:45) - Crypto: Bitcoin CPI Trade

(09:30) - Commodities: Brent + Gold…