October 12, 2026 | Mortgage Math, AI Investment and Asia's Energy Choices
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Super intelligence hosts Emmet and Grace examine how economic headlines translate into monthly payments, operating businesses and reliable electricity. They use a clearly labeled mortgage calculation to explain borrowing capacity, prepare listeners for this week's U.S. inflation releases and discuss why cheaper crude does not translate directly into an identical reduction at the pump. Internationally, they consider AI investment remarks from Bangkok, the coming TSMC earnings test and Southeast Asia's uncertain gas-power pipeline. The conversation distinguishes forecasts from results, planned projects from operating supply and investment spending from useful output. It closes with the IMF report schedule and the next U.S. data releases. Research cutoff 5.04 a.m. Eastern on October 12, 2026.
Sources
https://www.federalreserve.gov/newsevents/pressreleases/monetary20260916a.htm
https://www.federalreserve.gov/releases/h15/
https://home.treasury.gov/resource-center/data-chart-center/interest-rates/TextView?field_tdr_date_value=2026&type=daily_treasury_yield_curve
https://www.newser.com/article/dafbd0c4037ee10e2a9e305f3cfa8e70/how-major-us-stock-indexes-fared-friday-1092026.html
https://www.federalreserve.gov/releases/h10/current/
https://www.freddiemac.com/pmms
https://www.reuters.com/world/china/global-markets-wrapup-1-2026-10-12/
https://www.eia.gov/dnav/ng/hist/rngwhhdd.htm
https://tradingeconomics.com/commodity/gold
https://tradingeconomics.com/commodity/copper
https://www.bls.gov/schedule/2026/10_sched.htm
https://www.bls.gov/cpi/questions-and-answers.htm
https://www.eia.gov/energyexplained/gasoline/factors-affecting-gasoline-prices.php
https://www.reuters.com/world/china/imf-says-ai-investment-keeps-global-growth-around-3-with-major-asia-benefits-2026-10-12/
https://www.reuters.com/world/china/tsmc-expected-report-sixth-straight-quarter-record-profit-thanks-ai-boom-2026-10-12/
https://www.reuters.com/business/energy/emerging-asias-power-driven-lng-demand-risk-renewables-gain-ground-2026-10-12/
https://www.imf.org/en/meetings/2026/annual/schedule