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Good morning.
Sending this from a week that had a lot going on- geopolitics, celebrity gossip, a Michael Jackson biopic nobody is quite sure how to feel about, and Harry Styles maybe getting engaged.
The usual. Let’s go.
📈THE MARKETS
The S&P 500 closed at a record high on Wednesday up 1%, its best month since 2020. Chipmakers climbed for the 16th consecutive day, the longest winning streak ever recorded. Bitcoin rallied.
Everyone is suddenly very cheerful about everything.
Why?
Because Trump extended the Iran ceasefire and the Strait of Hormuz reopened.
Markets are essentially a golden retriever at this point. Scary news appears → markets panic. Scary news pauses → markets sprint back to all-time highs, tail wagging. We are all just watching the damn dog.
🤖 THE AI THING NOBODY IS PROPERLY FREAKING OUT ABOUT
Google confirmed this week that 75% of all new code at Google is now written by AI- up from 50% last year.
Some engineers now have AI productivity goals baked into their performance reviews.
READ THAT AGAIN.
Three quarters of new code at the world’s most powerful technology company is written by a machine. Human engineers are now, essentially, very expensive editors.
This is not a future concern. This is happening right now, at the company that builds the internet you use every day. If you work in tech, save this. The job is not gone- but it has fundamentally changed.
🍎 Fibre is having its moment. Your gut has been waiting.
For five years, protein was the answer to everything. Tired? Protein. Can’t focus? Protein. Bad skin? Somehow, also protein.
The protein obsession isn’t over. BUT we have something new.
Fibre.
The Global Wellness Summit named gut health a top trend of 2026. More than half of global consumers say eating for gut health is now a priority.
The daily fibre target is 25–30 grams. Most people are getting around 15.
What to actually eat: lentils, chickpeas, oats, broccoli, kimchi, yogurt. An APPLE. Basically: the things your grandmother told you to eat.
The business has already clocked this. Prebiotic sodas- Poppi, Olipop- are now a multi-billion dollar category.
💊 OZEMPIC IS EATING THE FOOD INDUSTRY
Cornell University found that within 6 months of starting Ozempic, household grocery spending drops by over 5%.
Savory snacks down 10%. Sweet bakery down 9%. Cookies down 7%.
Lay’s marketing team in 2019: “bet you can’t eat just one.” .. Lay’s marketing team in 2026: “please. one. just one. we’re begging.”
Restaurant dinner traffic has fallen 6% among regular users. 70% of GLP-1 users say they snack less.
The four categories that are actually growing: yogurt, fresh fruit, nutrition bars, and meat snacks.
So basically, the entire snack industry is being replaced by a sad handful of unsalted almonds and a Chobani.
💡Before you go- the news you actually need to know this week:
1. Hotels are now selling “nervous system reset” programmes.
We break down which properties are genuinely delivering and which ones are charging you $800 a night for a bath and a lavender candle.
2. Creatine is being aggressively marketed to women now.
The research is real.
3. Wellness tourism just hit $1 trillion globally.
4. Scream clubs are a thing now.
Forest retreats where you attend guided anger release sessions. The science behind it is actually solid. We explain why.
Business Eye 
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