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August 12, 2026

Orhan's Morning Book | August 12, 2026

Orhan's Morning Book
August 12, 2026, Wednesday
TOP NEWS  ·  RESEARCH RADAR  ·  CHART OF THE DAY
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Good morning

TODAY'S TAKEAWAY  US–China research decoupling threatens science; markets are complacent at Vix lows while oil hits $90 and new brain-drug science looms large.
  1 · Top News

1. Scientists say U.S. will suffer if White House bars research with China - The Washington Post

US scientists warn a White House ban on China research collaboration would seriously harm American science.

Why it matters: Research decoupling is a live policy threat with direct consequences for academic funding, output, and international competitiveness.

The Washington Post · Read original →


2. Volatility tumbles as markets shrug off Middle East risks

Source visual for Volatility tumbles as markets shrug off Middle East risks
Source visual: Financial Times

The Vix fear gauge has fallen to pre-war levels even as oil climbs back toward $90 a barrel.

Why it matters: The divergence between low implied volatility and elevated geopolitical risk signals potential mispricing that matters for any finance-aware reader.

Financial Times · Read original →


3. How foreign ownership of sovereign debt affects inflation - The London School of Economics and Political Science

An LSE analysis examines how the share of sovereign debt held by foreigners influences a country's inflation dynamics.

Why it matters: With many governments running large deficits, understanding the inflation channel from foreign debt ownership is directly relevant to macro and fiscal policy debates.

The London School of Economics and Political Science · Read original →


★ THOUGHT LEADERS MONITOR · IN THE NEWS (DIRECT POST ACCESS UNAVAILABLE)

4. Adam Tooze (@adam_tooze)

Adam Tooze's latest links digest covers US Treasury market dynamics and rate pressures, China's energy strategy, and pipeline economics—a dense cross-section of the macro and energy issues driving global markets this week.

5:46 AM, August 11 · View original → · Profile on X


5. Adidas, Levi’s and David Beckham – which brands won the World Cup? - The New York Times

Adidas, Levi’s and David Beckham – which brands won the World Cup?

Why it matters: Selected for impact, novelty, and relevance.

The New York Times · Read original →


6. The Download: the next big thing in LLMs and how AI academic research is shifting

MIT Technology Review covers startups pursuing post-transformer LLM architectures and notes a shift in where AI academic research is happening.

Why it matters: A potential architectural shift away from transformers would reshape AI research priorities and industry competition.

MIT Technology Review · Read original →


  2 · Research Radar

Frugal AI is the missing piece in cervical cancer screening - Nature

A Nature comment argues that low-cost 'frugal AI' tools are the critical missing link for scaling cervical cancer screening in low-resource settings.

Why it matters: If validated at scale, frugal AI screening could prevent hundreds of thousands of deaths annually in regions where cytology infrastructure is absent.

Nature · Read original →


  3 · Chart of the Day

U.S. Unemployment Rate Over the Last 10 Years

U.S. Unemployment Rate Over the Last 10 Years

The U.S. unemployment rate was 4.1% in July 2026, having eased from 4.2% the month before. It is one of the labor market's most closely watched gauges and a key input to Federal Reserve policy.

Source: U.S. Bureau of Labor Statistics via FRED · View source · Updated August 12, 2026

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