The AI bill is starting to arrive.

The earnings are real. However, a meaningful slice of them is also an accident of accounting timing... but it is about to turn from a tailwind into a headwind...

Long AI? You probably want to see these charts.

Massive escalation as Western representatives were likely present...

As in the pandemic, this is the market’s way of saying inflation is going to become troublesome, unless policy is tightened soon...

"In the previous round of escalations, negotiations were initiated once US gasoline prices reached $4.20 ..." 

The US president is seeking $10 billion in damages from the British broadcaster over its editing of his Jan. 6 speech in its ‘Panorama’ program...

140-year-old landmark sold for conversion into a mosque now faces third fire this year...

...but have basically gone nowhere in four years...

Oil → Rates → Bond Vol. The next link in the chain may be equities.

“US businesses reported a good start to the third quarter,"... but prices are on the rise again...

At least eight warehouses attacked this month alone...

"It's not over yet," adding, "Hormuz, Mandeb, oil at 100 ... it's getting worse. "

...we are moving from “we have to try AI, or be left behind” to “we’ve been using AI, now let’s analyze the cost benefit of that...”

NANO partners with leading international engineering firm to advance microreactor deployment...

It is often forgotten than in the two OPEC oil shocks in the 1970s, food’s impact on inflation was as large, or larger, than the impact from energy prices...

"Next week is a really big week and it could be make-or-break in terms of where markets go next”

"We spoke with a wide range of aftermarket exposed companies including engine manufacturers, parts/component manufacturers, MROs, and aircraft ..." 

India is on track to export the highest volume of refined petroleum products in months as refining margins have jumped with the re-escalation of the Middle East conflict...

US and Iran continued to exchange strikes, with CENTCOM conducting a 13th night of attacks on Iranian military targets; US President Trump said Iran wants to reach an agreement but is not yet ready.