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Primal Thesis

The free weekly newsletter that delivers curated news and analysis on financial markets.

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The 10-Year Is Back to Its Old Normal

Oct 4, 2026

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8 min read

The 10-Year Is Back to Its Old Normal

Foreign Money Chooses US Equities Over Debt

Sep 27, 2026

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7 min read

Foreign Money Chooses US Equities Over Debt

First Rate Hike In Three Years

Sep 20, 2026

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7 min read

First Rate Hike In Three Years

The 10-Year Is Back to Its Old Normal

Oct 4, 2026

•

8 min read

The 10-Year Is Back to Its Old Normal

Foreign Money Chooses US Equities Over Debt

Sep 27, 2026

•

7 min read

Foreign Money Chooses US Equities Over Debt

First Rate Hike In Three Years

Sep 20, 2026

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7 min read

First Rate Hike In Three Years

Rate Hike Odds Rise Ahead Of FOMC

Sep 13, 2026

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8 min read

Rate Hike Odds Rise Ahead Of FOMC

Strong Earnings Amid Mixed Macro Data

Sep 6, 2026

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8 min read

Strong Earnings Amid Mixed Macro Data

No Saaspocalypse For Companies With Complex Software & Proprietary Data

Aug 30, 2026

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7 min read

No Saaspocalypse For Companies With Complex Software & Proprietary Data

White House Summit Signals The Digital Asset Push

Aug 23, 2026

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8 min read

White House Summit Signals The Digital Asset Push

Compute Is A New Asset Class

Aug 16, 2026

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8 min read

Compute Is A New Asset Class

AI Demand Meets a Manufacturing Surge

Aug 9, 2026

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8 min read

AI Demand Meets a Manufacturing Surge

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