Latest: Iran War: What's Next For Markets
"OECD commercial stocks could fall to these operational floors by September if the Strait of Hormuz remains closed, assuming demand destruction stabilizes at 5.5 mbd"
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Collins is first Republican senator to change her position...
Much more important than voter ID, obviously...
"it’s just been a nonstop scramble from Funds to try and get weighting right in order to try and “Close the Undercapture” - Charlie McElligott
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Since launching in 2022 as a challenger to the PGA Tour, the circuit has reportedly burned through more than $5 billion while failing to gain meaningful U.S. viewership...
However, traditional office settings continue to hold unique advantages...
MSL will be a direct play on the DoW ramping up orders for PAC-3, THAAD, Tomahawk...
Loss of significant firepower after Ford crew was out at sea in record deployment...
From battlefields of Donbass to southern Lebanon... often made with 3-D printed parts.
$65 billion worth of key resource right here at home?
"The confection category is relatively insulated compared to other food categories."
The company ultimately concluded the project wasn’t feasible due to mounting legal challenges, stricter regulations, and weakening political support, particularly around tax incentives.
New rules target 84 million platform workers, raising concerns about control, labor conditions, and risks of social unrest.
Biggest monthly surge for the S&P since November 2020!
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"To convict Comey, the Justice Department will have to show that his adolescent picture was a 'true threat'..."
"The market is set to let off steam in the near-term, excising the froth accrued on the rally to ATHs... the dynamics can change especially quickly in this environment" - Goldman S&T
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Intense back-and-forth with House Armed Services Committee...
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The need for grid infrastructure equipment is spiking, but there are no transformers to be found...
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It's the inflation, stupid
Oil back above $120, wheat surging, and long-term inflation expectations hitting fresh highs are sending a clear signal: price pressures are reaccelerating. At the same time, rising bond yields are sharply increasing the cost of refinancing government debt, creating a growing tension between markets and policymakers.
Oil is back in focus, with spot pushing higher, vol still lagging, and cross-asset signals starting to react as the move turns into a controlled squeeze. But if vol, rates, and equities start to follow… what looks contained now could quickly accelerate.
KOSPI isn’t just rallying… it’s squeezing, with momentum feeding on itself, correlations breaking, and the move getting harder to ignore as price stretches well above the 50-day. But positioning is getting crowded, fundamentals are chasing, and with vol elevated and risk signals flashing… the setup is getting fragile.
The oversold XLE bounce worked well, but momentum is now neutral, price is running into resistance, and the sector is still lagging oil. The easy bounce may be behind us… from here, it needs to prove itself.
Rates look calm on the surface… but the setup underneath is getting tight, with yields consolidating, oil feeding the move, and the long end drifting toward key levels. This isn’t calm, it’s compression… and with volatility quietly collapsing, it increasingly feels like rates vol is pricing perfection.
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