As more and more of the financial world steps off the ever-turning carousel of market news and disappears towards sunnier shores, an extremely busy global week lies ahead...

President Trump’s threats of ‘massive attack’ late last week that saw Brent crude surge above $100/bbl, higher bond yields, and equities under pressure has now given way to a massive relax, with Brent below $92/bbl...

"It was just pure chaos." 

"We estimate a target window in late August or September..." 

The Justice Department has signaled it may now turn to the Supreme Court for emergency relief, a path the administration flagged earlier in the litigation should it fail to prevail at the appellate level...

Who qualifies for the $1,000 seed money, and how do you claim it for your child?

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.