Latest: The Iran Deal
Russian refinery runs have fallen to 3.8 mbd in June, 1.5 mbd below the start of the year, making Russia one of the largest contributors to today’s exceptionally weak global refining activity.
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Current federal law does not bar banks from serving illegal immigrants...
"The offer, submitted earlier this month, is backed by about $50 billion in committed financing from banks..."
"The most important takeaway is that management addressed the core investor question on AI-driven EUV capacity.... "
Premium
The Democratic Socialists of America are "partners" with a sanctioned Castro-era organization used to spread Marxist ideology abroad.
Andy Burnham has a chance to restore sanity to British politics by choosing domestic production over Chinese renewables...
NS
...around 24 Americans had been set to board flights to the United States after having been in Congo before the prohibition began.
Trump returns to 'FULL Blockade' of Iranian ports, reverses 20% fee proposal...
Taking a page from the Ukrainians...
...deferring Capital Gains Tax until users make an economic disposal of their cryptocurrency.
European buyers absorbed over 97% of the Siberian facility's total output during the first half of the year, despite years-long efforts to overcome dependency on Russian energy...
Men outnumber women in just one-third of countries, yet the global population still includes roughly 42 million more men than women...
"I'm never going to shut up again..."
NS
How long will this escalatory episode last?...
Easily buy the engine on Alibaba.
Governments have refused to respect the wishes of their citizens...
PJM Interconnection is 7 nuclear power plants short of ensuring stability in 2028: "These auction results show that demand for electricity continues to grow faster than electricity supply."
Industrials have become an unexpected second-order AI winner, as data-center spending boosts demand for power and infrastructure. Despite rich valuations, positioning is at multi-year lows, raising the question of whether the recent pullback is a buying opportunity.
The AI story is becoming a financing story, as bond investors grow more cautious despite rising hyperscaler capex. If credit conditions keep tightening, the impact could extend well beyond the bond market into AI equities.
Semiconductor sentiment has flipped from euphoria to panic, with Dot-com-era volatility fueling fears that the AI trade is fading. Yet fundamentals remain strong—record cash flow, solid earnings and cheaper valuations suggest this looks more like a correction than the end of the cycle.
Paris did not burn. The streets stayed calm after France's victory, but investors have far less to celebrate as weak growth, rising bond yields and political uncertainty continue to weigh on the French outlook.
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