Stocks Bounce from Euro Session Lows, Cyber Stocks Rocket
Wall Street fell Monday as the heads of Anthropic, OpenAI and xAI called for slowing frontier AI development, hammering the PHLX chip index 5.9% and sending Nvidia down 3.4%. The US 10-year Treasury yield breached 5% for the first time since October 2023 with a Fed rate hike…
MPC Markets Morning Call — 15th September 2026: AI Safety Panic Hammers Chips as 10-Year Yield Breaches 5%:root { --bg: #FFFFFF; --surface: #F7F8FA; --surface-warm: #FBF9F6; --border: #E2E5EB; --border-strong: #CBD0D9; --text: #1A1D24; --text-body: #3A3F4A; --text-secondary: #6B7280; --text-muted: #9CA3AF; --accent: #1A56DB; --accent-light: #EBF0FE; --accent-border: #B4C9F3; --green: #059669; --green-bg: #ECFDF5; --green-border: #A7F3D0; --red: #DC2626; --red-bg: #FEF2F2; --gold: #B45309; --gold-bg: #FFFBEB; --gold-border: #FDE68A; --purple: #7C3AED; --purple-bg: #F5F3FF; --purple-border: #DDD6FE; --serif: 'Playfair Display', Georgia, serif; --sans: 'Source Sans 3', -apple-system, sans-serif; --mono: 'IBM Plex Mono', monospace; --shadow-sm: 0 1px 2px rgba(0,0,0,0.05); --shadow-md: 0 4px 12px rgba(0,0,0,0.08); } * { margin: 0; padding: 0; box-sizing: border-box; } body { background: var(--bg); color: var(--text); font-family: var(--sans); font-size: 16px; line-height: 1.75; -webkit-font-smoothing: antialiased; }.page { max-width: 800px; margin: 0 auto; padding: 0 24px 80px; }.subscribe-bar { padding: 24px 0; text-align: center; border-bottom: 1px solid var(--border); }.subscribe-bar-label { font-family: var(--serif); font-size: 18px; font-weight: 700; color: var(--text); margin-bottom: 14px; }.subscribe-links { display: flex; justify-content: center; align-items: center; gap: 16px; flex-wrap: wrap; }.subscribe-btn { display: inline-flex; align-items: center; gap: 8px; padding: 10px 20px; border-radius: 8px; background: #111; color: #fff; text-decoration: none; font-family: var(--sans); font-size: 13px; font-weight: 600; letter-spacing: 0.2px; transition: transform 0.15s ease, box-shadow 0.15s ease; box-shadow: var(--shadow-sm); }.subscribe-btn:hover { transform: translateY(-2px); box-shadow: var(--shadow-md); }.subscribe-btn svg { flex-shrink: 0; }.sub-label-top { font-size: 9px; font-weight: 500; letter-spacing: 0.5px; opacity: 0.7; line-height: 1; }.sub-label-bottom { font-size: 15px; font-weight: 700; line-height: 1.1; }.sub-text { display: flex; flex-direction: column; text-align: left; }.top-headline { padding: 40px 0 28px; border-bottom: 2px solid var(--text); margin-bottom: 32px; }.top-headline-text { font-family: var(--serif); font-size: 32px; font-weight: 900; line-height: 1.25; color: var(--text); letter-spacing: -0.5px; margin-bottom: 16px; }.top-excerpt { font-size: 17px; line-height: 1.8; color: var(--text-secondary); }.summary-top { background: var(--surface); border: 2px solid var(--border-strong); border-radius: 8px; padding: 28px 32px; margin-bottom: 36px; position: relative; }.summary-top::before { content: 'SUMMARY'; font-family: var(--mono); font-size: 10px; font-weight: 600; letter-spacing: 3px; color: var(--bg); background: var(--text); padding: 4px 14px; position: absolute; top: -12px; left: 28px; border-radius: 3px; }.summary-top p { color: var(--text-body); font-size: 16px; line-height: 1.8; margin-top: 4px; }.takeaways-inline { margin-top: 20px; padding-top: 18px; border-top: 1px solid var(--border); }.takeaways-inline-label { font-family: var(--mono); font-size: 10px; font-weight: 600; letter-spacing: 2px; text-transform: uppercase; color: var(--text-secondary); margin-bottom: 12px; }.tk { display: flex; gap: 10px; align-items: flex-start; padding: 7px 0; }.tk-marker { font-family: var(--mono); font-size: 11px; font-weight: 600; color: var(--text-muted); min-width: 24px; padding-top: 4px; }.tk p { color: var(--text-body); font-size: 15px; line-height: 1.65; }.chart { margin: 28px 0; }.chart img { width: 100%; border-radius: 6px; display: block; }.chart-cap { font-family: var(--mono); font-size: 11px; color: var(--text-muted); margin-top: 8px; letter-spacing: 0.3px; }.chart-img-contained { margin: 28px 0; }.chart-img-contained img { max-width: 80%; display: block; margin: 0 auto; border-radius: 6px; }.photo-block { margin: 24px 0; }.photo-block img { width: 100%; border-radius: 6px; display: block; }.photo-block-cap { font-family: var(--mono); font-size: 11px; color: var(--text-muted); margin-top: 8px; letter-spacing: 0.3px; font-style: italic; }.section { margin: 44px 0; padding-top: 32px; border-top: 1px solid var(--border); }.section-head { display: flex; align-items: baseline; gap: 14px; margin-bottom: 20px; }.section-num { font-family: var(--mono); font-size: 13px; font-weight: 600; color: var(--text-muted); letter-spacing: 1px; flex-shrink: 0; }.section-title { font-family: var(--serif); font-size: 22px; font-weight: 700; line-height: 1.3; color: var(--text); }.section p { color: var(--text-body); font-size: 16px; line-height: 1.8; margin-bottom: 16px; }.callout { border-radius: 8px; padding: 24px 28px; margin: 32px 0; border-left: 4px solid; }.callout.green { background: var(--green-bg); border-color: var(--green); }.callout.gold { background: var(--gold-bg); border-color: var(--gold); }.callout.purple { background: var(--purple-bg); border-color: var(--purple)…
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