Corporate News
DL Family Office's 2026 Q4 Outlook：The Price of Money
The third quarter gave 2026 a second turn. The arrangement that had calmed energy markets mid-year broke down in late August, and fresh disruption to shipping, strikes on energy infrastructure, and the shutdown of Saudi Arabia’s East-West pipeline have pushed crude back above one hundred dollars a barrel. Energy has returned to the center of the macro map, transmitting directly into inflation expectations, bond yields, and financial conditions worldwide, with the US midterm elections in November adding a further layer of political sensitivity to both the conflict and the policy response. AI continues to expand at a jaw-dropping pace, with the bottleneck shifting from compute and memory to free cash flow.…
