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Iranian Drones Say Nope To UAE De-Dollarization, De-Globalization, & Destabilization Deutsche Bank Analyst Calls For $8,000 Gold “A Treasury refunding announcement is not as dramatic as warships smoking Iranian speedboats, but sometimes the mundane becomes the most important thing to watch. And so, frankly, as our fiscal position deteriorates, publicly held Treasuries are now north […]
[Reuters] Wall St Week Ahead Nvidia, retailer reports to shed light on AI boom, consumer spending
[Reuters] Trump's geopolitical brinkmanship has hit a wall with Iran
[Reuters] China says Trump visit deals are 'preliminary'
[Axios] Farmers growing desperate amid rising energy and fertilizer prices
[AP] North America’s largest commuter rail system shuts down as workers strike
[AP] Trump’s description of Taiwan as a ‘good negotiating chip’ with China raises anxieties
[CNBC] Global oil stockpiles could hit record lows if Strait of Hormuz remains closed
[Axios] The next supply-chain squeeze may hit motor oil
[CNBC] Kevin Warsh comes into the Fed facing a big ‘family fight’ over cutting interest rates
[CNBC] The bond market is flashing a warning over Iran. A veteran of energy geopolitics explains the risk
[Reuters] BOJ's Himino calls for 'holistic approach' on global monetary system
[Yahoo Finance] History's weirdest bubbles have a message for the AI trade: Chart of the Day
[Yahoo/Bloomberg] Trump’s More Than 3,700 Trades Astonish Wall Street Insiders
[Politico] Taiwan to Trump: We are sovereign and independent
[Bloomberg] Bond Selloff Threatens to Knock AI Stock Frenzy Off Course
[Bloomberg] Trump Returns From China With Little Progress to Reopen Hormuz
[Bloomberg] Retail Euphoria Turns Six-Week Fund Into Record-Busting AI Trade
[NYT] U.S. Debt Is Now Bigger Than the Economy. That’s Not the Real Problem.
[NYT] Trump Makes a High Risk Move to Win Over Xi
[WSJ] Mounting Inflation Pressures Deepen Global Bond Slide
[WSJ] Federal Prosecutors Probe BlackRock Private-Credit Fund
[FT] Rajan: Our dog-eat-dog world order needs a rethink
[FT] Trump’s Hormuz ship insurance facility has done $0 business

Iranian Drones Say Nope To UAE De-Dollarization, De-Globalization, & Destabilization Deutsche Bank Analyst Calls For $8,000 Gold “A Treasury refunding announcement is not as dramatic as warships smoking Iranian speedboats, but sometimes the mundane becomes the most important thing to watch. And so, frankly, as our fiscal position deteriorates, publicly held Treasuries are now north […]
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