Bulls & Bears Weekend Edition EP144: The BLUE WAVE (Who Pulls the Plug on the AI Party?)
The US blue wave sends data centres back into the firing line, while a chip-led rout hits Wall Street. Plus three central banks, oil's 13% slide and why MPC is keeping 20% cash.
Bulls & Bears Weekend Edition — 6 November 2026:root { --primary: #003D69; --primary-dark: #00264a; --accent: #0891b2; --accent-dark: #0e7498; --gold: #d4a853; --gold-light: #e8c580; --positive: #158836; --critical: #b91c1c; --gray-50: #f8fafe; --gray-200: #e2e8f0; --gray-600: #475569; --gray-700: #334155; } * { margin: 0; padding: 0; box-sizing: border-box; } body { font-family: 'Nunito Sans', sans-serif; background: #eef2f7; color: var(--gray-700); line-height: 1.7; font-size: 15px; -webkit-font-smoothing: antialiased; }.page { max-width: 794px; margin: 0 auto; background: #fff; } /* ── HEADER ── */.header { background: var(--primary); position: relative; padding: 36px 40px 32px; text-align: center; overflow: hidden; }.header::after { content: ''; position: absolute; top: 50%; left: 50%; width: 600px; height: 600px; transform: translate(-50%, -50%); background: radial-gradient(circle, rgba(8,145,178,0.10) 0%, transparent 70%); pointer-events: none; }.header img.logo { height: 38px; margin-bottom: 18px; position: relative; z-index: 1; }.header h1 { font-family: 'Sora', sans-serif; font-size: 26px; font-weight: 700; color: #fff; letter-spacing: -0.01em; margin-bottom: 4px; position: relative; z-index: 1; }.header.edition { font-family: 'Nunito Sans', sans-serif; font-size: 13px; color: rgba(255,255,255,0.65); font-weight: 400; position: relative; z-index: 1; } /* ── TICKER STRIP ── */.ticker-strip { display: flex; flex-wrap: wrap; background: var(--primary-dark); padding: 0; }.ticker-item { flex: 1 1 25%; min-width: 99px; padding: 11px 14px; text-align: center; border-right: 1px solid rgba(255,255,255,0.06); border-bottom: 1px solid rgba(255,255,255,0.06); }.ticker-item:nth-child(4n) { border-right: none; }.ticker-label { font-family: 'Nunito Sans', sans-serif; font-size: 10px; text-transform: uppercase; letter-spacing: 0.08em; color: rgba(255,255,255,0.5); margin-bottom: 3px; }.ticker-value { font-family: 'Roboto Mono', monospace; font-size: 13.5px; font-weight: 500; color: #fff; }.ticker-change { font-family: 'Roboto Mono', monospace; font-size: 10.5px; margin-top: 2px; }.ticker-change.up { color: #4ade80; }.ticker-change.down { color: #f87171; }.ticker-change.flat { color: rgba(255,255,255,0.45); } /* ── SECTION SCAFFOLDING ── */.section { padding: 30px 40px; border-bottom: 1px solid var(--gray-200); }.section:last-child { border-bottom: none; }.section-tag { font-family: 'Sora', sans-serif; font-size: 10px; font-weight: 600; text-transform: uppercase; letter-spacing: 0.12em; color: var(--accent); margin-bottom: 6px; }.section h2 { font-family: 'Sora', sans-serif; font-size: 20px; font-weight: 700; color: var(--primary); margin-bottom: 14px; line-height: 1.3; }.section h3 { font-family: 'Sora', sans-serif; font-size: 16px; font-weight: 600; color: var(--primary); margin-top: 18px; margin-bottom: 8px; }.section p { margin-bottom: 12px; } /* ── DATA TABLE ── */.data-table { width: 100%; border-collapse: collapse; margin: 14px 0; font-size: 13.5px; }.data-table th { font-family: 'Sora', sans-serif; font-size: 10px; text-transform: uppercase; letter-spacing: 0.08em; color: var(--gray-600); text-align: left; padding: 8px 10px; border-bottom: 2px solid var(--gray-200); font-weight: 600; }.data-table td { padding: 7px 10px; border-bottom: 1px solid #f1f5f9; font-family: 'Roboto Mono', monospace; font-size: 13px; }.data-table td:first-child { font-family: 'Nunito Sans', sans-serif; font-weight: 600; color: var(--primary); font-size: 13.5px; }.data-table tr:last-child td { border-bottom: none; }.data-table.pos { color: var(--positive); }.data-table.neg { color: var(--critical); } /* ── RISK DASHBOARD ── */.risk-grid { display: grid; grid-template-columns: 1fr 1fr; gap: 12px; margin: 14px 0; }.risk-card { background: var(--gray-50); border-radius: 10px; padding: 14px 16px; border-left: 4px solid var(--accent); }.risk-card.elevated { border-left-color: #f59e0b; }.risk-card.high { border-left-color: var(--critical); }.risk-card.risk-label { font-family: 'Sora', sans-serif; font-size: 11px; font-weight: 600; text-transform: uppercase; letter-spacing: 0.06em; color: var(--gray-600); margin-bottom: 3px; }.risk-card.risk-reading { font-family: 'Roboto Mono', monospace; font-size: 18px; font-weight: 500; color: var(--primary); }.risk-card.risk-note { font-size: 12px; color: var(--gray-600); margin-top: 3px; } /* ── CALLOUT BOX ── */.callout { background: var(--gray-50); border-left: 4px solid var(--accent); padding: 14px 18px; margin: 14px 0; border-radius: 0 8px 8px 0; font-size: 14px; }.callout.gold { border-left-color: var(--gold); background: #fdf8ef; } /* ── MEDIA CARD ── */.media-card { display: flex; gap: 14px; padding: 12px 0; border-bottom: 1px solid #f1f5f9; }.media-card:last-child { border-bottom: none; }.media-dot { width: 8px; height: 8px; border-radius: 50%; background: var(--accent); margin-top: 7px; flex-shrink: 0; }.media-card strong { color: var(--primary); font-weight: 700…
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