Tuesday, October 13, 2026. US midday check-in: Russia is hitting Ukraine despite Trump's energy ceasefire claims, long-bond yields are at 2002 highs and pressuring rate-sensitive industrials, and AI f

Geopolitics: Russia is striking Ukrainian targets despite Trump's energy ceasefire claims. MI5 says Iran is targeting military sites and the RAF Fairford plot is not unique. Trump's diesel deal with Russia opens a new rift with Europe. Senators call it a betrayal of Ukraine. Macro/rates: Long-bond yields at 2002 highs are why $CAT and $DE slid. Their valuations are duration-sensitive. Existing home sales unexpectedly rose in September, but the rates backdrop still matters more for multiples. $US30Y Tech/AI: Anthropic is about to disclose new revenue numbers. AI lab financials are now central to the tech trade. $ASML's 7-of-8 double-beat record raises the Q3 bar for $NVDA and the capex chain. Anthropic also warns AI worms could hit smart home devices. Earnings: $ACI beat Q2 but withdrew fiscal 2026 outlook. That is a bad signal for grocery margins and consumer demand. Glencore and $NUE lead top-rated strong-buy materials stocks into Q3, but rates and China demand still set the tone. Com

Geopolitics: Russia is striking Ukrainian targets despite Trump's energy ceasefire claims. MI5 says Iran is targeting military sites and the RAF Fairford plot is not unique. Trump's diesel deal with R