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Good morning — long yields near 4.70% and Brent around $90.78 frame funding and input costs today. Container rates in the mid‑$4k/FEU keep delivered costs elevated into peak season. At the same time, AI capex stays firm with Nvidia’s $1.0bn funding of Naver’s 200 MW build. Expect dispersion between rate‑sensitive names and infrastructure beneficiaries.
