Episode Details

Oil spiked to $111 as AI infrastructure rallied—revealing a market pricing yield and capex, not energy. We break down why breadth improved selectively, how Real Estate outperformed despite oil, and why tomorrow’s CPI/NFP could trigger a regime shift.

The post Next Day Prep #235: Oil Spike, AI Surge, and the Fragile Regime – Thursday 4/2/2026 first appeared on WaveRider Markets.