MORNING MARKET BRIEF October 14, 2026 Lower yields failed to lift stocks yesterday. Today, US inflation takes center stage. CPI WATCH September CPI is scheduled for 12:30 UTC today. October 13 snapshot: • US 10Y yield: ~5.22% • DXY: −0.34% • Brent: $105.69 • October Fed hold probability: 80.6%, according to CME pricing cited by Reuters For $BTC, watch the inflation surprise and the bond market’s reaction. Lower yields can help, but capital remains expensive. BINANCE POOL IS CLOSING Binance announced that Pool, Pool Savings, Cloud Mining, Transaction Accelerator and related APIs will shut down on November 10 at 07:00 UTC. Miners should prepare to switch pools, review Savings positions and download records. Historical pages remain available until November 24 at 07:00 UTC. This concerns mining services, not the Binance exchange or Bitcoin network. WALL STREET OCTOBER 13 CLOSE S&P 500: −0.02% Nasdaq: −0.15% Dow: −0.35% Micron fell 3.6%; Applied Materials lost almost 7%. Small index moves concealed much larger losses in individual stocks. BUSINESS Citi reported EPS of $2.85 versus $2.66 expected. Investment-banking revenue rose 9% YoY but fell 13% from Q2. An earnings beat alone does not guarantee improving momentum. ENERGY & GEOPOLITICS Vortexa estimated Iranian seaborne crude exports at zero as of October 5, Reuters reported October 13. That is a dated shipping estimate, not a live reading. Changing supply routes keep logistics and sanctions risks relevant. AI COMPETITION IDC put Nvidia’s share of China’s AI-accelerator shipments at 34% in H1 2026, versus Huawei’s 28%. Nvidia’s shipments fell 44% YoY. AI demand growth does not guarantee every supplier gains. MY VIEW Watch yields after CPI, earnings quality and who actually captures AI spending. WhyNot Research | Research the Future #BTC Price Analysis# $BTC