Next Day Prep #235: Oil Spike, AI Surge, and the Fragile Regime – Thursday 4/2/2026
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
Next Day Prep · WaveRider: Where Traders Prep for Tomorrow’s Moves
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Show Notes
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 Reads: Trading Books Unpacked.