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J.P. Morgan, Goldman Sachs Call For Gold To Be Between $5400-$6300 By Year End Inflation (Not-Transitory) Now Above Target For More Than 5 Years Bank Of America Predicts Silver/Gold Ratio Possibly In The 30s “So reasonably expect 4.1% CPI inflation. We’re at 3.8 now. The next print, don’t be surprised if it’s moving in the […]
[AP] US stocks rally as pressure eases from the bond market and oil prices fall
[Yahoo/Bloomberg] Oil Falls as Trump Cites ‘Final Stages’ of Iran Talks
[Yahoo/Bloomberg] US Crude Inventories Drop by Most on Record as Exports Surge
[Yahoo/Bloomberg] The AI Boom Is Making Warsh’s Bond-Market Bind Even Worse
[Axios] New Iran peace proposal triggers tense Trump-Netanyahu call
[Reuters] 'Am I out?' Drought and rising costs from Iran war deepen pain for US farmers
[Axios] Battles to shrink the Federal Reserve's balance sheet begin
[WP] See how this 9,000-mile freight train of warm water may fuel a super El Niño
[Bloomberg] Xi and Putin Wrap Talks Showcasing Ties Amid Global Unrest
[CNBC] S&P 500 ticks higher as oil falls and traders await Nvidia’s earnings: Live updates
[Yahoo/Bloomberg] Global Long Bond Yields Hit Highest in Almost Two Decades
[Yahoo/Reuters] Oil prices slump after Trump comments while analysts point to supply crunch
[CNBC] U.S. Treasurys are now firmly in the ‘danger zone,’ strategists say
[Yahoo/Bloomberg] Iran Threatens to Retaliate Beyond Middle East If US Attacks
[CNBC] Iran threatens to extend conflict ‘beyond the region’ if U.S. and Israel resume attacks
[Axios] All 50 states top $4 a gallon gas as Iran impacts linger
[Axios] Iran war hits small business hard
[Yahoo/Reuters] Divisions awaiting Warsh to be on display in Fed minutes release
[CNBC] Rising mortgage rates cause surge in demand for riskier loans
[Yahoo/Reuters] AI financing fueling a surge in U.S. convertible bond sales
[Yahoo/Bloomberg] Samsung Faces Chip Plant Strike That Threatens Global Supply
[Yahoo/Bloomberg] Xi and Putin Hail Partnership While Signing Pacts to Deepen Ties
[AP] Xi and Putin meet to reaffirm China-Russia ties days after Trump’s visit to Beijing
[Reuters] Putin says Russia-China ties at unprecedented level, invites Xi to Russia
[Politico] The world has 6 months to avert major food crisis, says UN as Hormuz struggle drags on
[Bloomberg] Wall Street Takes Its Cut of $34 Trillion in US Homeowner Wealth
[Bloomberg] McQuade: Trump’s $1.8 Billion Anti-Weaponization Fund Is a Sham
[Bloomberg] Rice Prices Extend Rally to One-Year High as Crop Concerns Mount
[Bloomberg] China Cuts Spending the Most in Six Months in Blow to Economy
[NYT] Early War Goal Was to Install Hard Line Former President as Iran’s Leader
[NYT] How Iran Gained Leverage in the War
[NYT] China Warns Against New U.S. Tariffs While Confirming Summit Deals
[WSJ] The Global Bond Rout Is Accelerating. Here’s What to Know.
[WSJ] Higher Prices Could Slow the AI Building Boom
[WSJ] Flurry of Suspicious Oil Trades Worth $800 Million Triggers Regulatory Probe
[WSJ] Taiwan Presses Its Case After Trump Puts Arms Sales in Question
[FT] The oil shock is coming for America
[FT] The Gulf crisis may just be starting
[FT] The impossible maths of the AI boom
[FT] How Jay Powell steered the Federal Reserve under fire from Donald Trump
[FT] Xi warns of ‘law of the jungle’ in meeting with Vladimir Putin

J.P. Morgan, Goldman Sachs Call For Gold To Be Between $5400-$6300 By Year End Inflation (Not-Transitory) Now Above Target For More Than 5 Years Bank Of America Predicts Silver/Gold Ratio Possibly In The 30s “So reasonably expect 4.1% CPI inflation. We’re at 3.8 now. The next print, don’t be surprised if it’s moving in the […]
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