We should not underestimate what that means...

"I expect a volatile week with the Fed, tech results, and a bunch of European inflation data coming out. Moreover, the Iran situation is still very fragile. For now, the President said that ‘all options are still open,’ so it will be difficult to put risk back on the table."

A dangerous merging of conflicts?

Markets displayed a reduced risk appetite last week as uncertainty built across policy, growth and geopolitics, yet low cross-asset volatility suggests markets aren’t fully pricing how unclear the path ahead has become...

History never repeats exactly, but it often rhymes. Overlay today's KOSPI with China's 2015 onshore rally. The fundamentals are stronger this time. The chart comparison is surprisingly uncomfortable.

"While Nvidia's investments and partnerships reinforce confidence in long-term AI buildouts, investors remain concerned about circular financing." 

"This incredibly important input into your cost model is now orders of magnitude, multiples greater than your competitors that are outside the United States..."

This negative feedback loop "ends only once Fed hikes to calm long-end...

The anti-crypto senator claims the latest Clarity bill draft would allow the president to cash in...

Tech: Hedge funds have aggressively dumped exposure, downside hedging has surged, and hyperscalers have suffered one of their worst relative stretches in years. Exactly the kind of backdrop that has historically produced violent squeezes.

European bourses are firmer following a similar APAC lead, as oil prices and yields slumped on the lack of US-Iran weekend action.

Is the multicultural agenda so vital to the political left that they're willing to sacrifice their own people to protect it...?

Bombshell Biden memo plotted last-minute de facto amnesty for over 3 million invaders...

Europe still looks economically underwhelming, but investors betting against it are running out of easy arguments.

 NATO downplayed any fallout from the arrest...

A stronger climate strategy would focus less on symbolic targets and punitive taxation and more on technological innovation, free markets, domestic energy supply, productivity growth, and open competition.

Belgium was the country with the biggest spending jump of 58%. Once among NATO’s lowest defense spenders, Belgium has boosted its budget to meet the alliance’s current 2% of GDP target...

US equity futures gapped higher following the pause in US strikes on Iran since Friday night; Risk sentiment underpinned by a decline in oil prices and yields.

Anyone found in large parts of De Esch between 11 p.m. and 5 a.m. without a legitimate reason now risks a fine and a criminal record...

Beijing's mineral chokehold and covert bid to sway U.S. opinion have done limited harm so far, but reveals how the regime competes when it trails, experts said.