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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 […]
[CNBC] Stocks are lower as oil prices tick higher along with Treasury yields: Live updates
[Yahoo/Bloomberg] Oil Hits Session High on Report Iran Wants to Keep Its Uranium
[Yahoo/Bloomberg] Goldman Says Oil Drawdowns Hit Record Pace as Buffer Shrinks
[CNBC] Walmart issues worse-than-expected outlook as high gas prices hit shoppers
[Reuters] Exclusive: Supreme Leader says enriched uranium must stay in Iran, Iranian sources say
[Yahoo/Bloomberg] Iran Says the US’s Latest Proposal Has ‘Narrowed the Gaps’
[AP] This hard-line Iranian general is a major player in talks with US over war
[Reuters] US single-family housing starts tumble in April
[Yahoo Finance] Bond markets are not so subtly telling the Fed that rates aren't high enough
[Yahoo/Bloomberg] Junk Debt’s Red-Hot Rally Sparks Complacency Fears as Risk Rises
[Yahoo/Bloomberg] Iran War Spurs Extreme Bear Scenarios for Asia Currencies, Bonds
[Reuters] From TACO to FOMO: How retail traders turned Trump-driven volatility into a playbook
[Yahoo/Bloomberg] Circular AI Boom Goes Global as Asia Windfall Funds Hyperscalers
[Reuters] Major takeaways from Magnificent Seven's AI-fueled earnings
[Yahoo/Bloomberg] Dimon Says Rates Risk Going Much Higher After Bond Selloff
[Yahoo/Bloomberg] Euro-Zone Business Activity Shrinks at Fastest Since 2023
[Politico] Russia pledges to support Cuba as Trump ramps up pressure on Havana
[Bloomberg] US Housing Starts Decline on Drop in Single-Family Homes
[Bloomberg] Turkey Liquidated Almost All Its US Treasury Holdings in March
[Bloomberg] Dudley: Ignore This Bond Market Slump at Your Own Peril
[Bloomberg] Inflation Is a Tax on AI’s Unfettered Spending Spree
[Bloomberg] Samsung Chip Workers to Get Average $340,000 Bonus in AI Boom
[Bloomberg] Fertilizer Crunch in Brazil Raises Risks for Farm Economy
[Bloomberg] Satellite Images Show Persian Gulf Oil Slicks Growing During War
[Bloomberg] Putin and Lukashenko Monitor Major Russia-Belarus Nuclear Drills
[NYT] Samsung Averts a Walkout With Big Bonuses, but Discord Over A.I. Profits Brews
[NYT] The A.I. Race to Go Public
[NYT] Trump Approved a Nvidia Chip for Sale in China. Beijing Doesn’t Want It.
[NYT] China’s Housing Slump Shows Signs of Bottoming Out. We’ve Been Here Before.
[WSJ] Kevin Warsh Wants to Remake the Fed. Here’s What He Is Up Against.
[WSJ] The Dangerous Brew That’s Rattling Bond Markets
[WSJ] Bank of Japan Policymaker Signals That Rate Hike Might Be Approaching
[FT] US to invest $2bn in nine quantum computing companies
[FT] Saudi Arabia stops new work for consultants as war rattles finances
[FT] Iran war opens ‘golden window’ for China’s renminbi
[FT] Jamie Dimon praises China for being ‘more consistent’
[CNBC] S&P 500 futures fall as traders analyze Nvidia earnings: Live updates
[Yahoo/Bloomberg] Nvidia Gets Tepid Reaction to Forecast, Ups Investor Rewards
[Yahoo/Bloomberg] Trump Renews Pressure as Iran Vows Retaliation Beyond Mideast
[Reuters] Trump says willing to wait for a few days to get 'right answer' on Iran peace deal
[Yahoo/Reuters] Fed minutes show more policymakers open to a rate hike
[Bloomberg] Oil Edges Up After Plunging on Optimism Over US-Iran Agreement
[Bloomberg] Record Heat Forces New England to Tap Oil to Power the Grid
[Bloomberg] Moody’s Cuts Mexico Credit Rating to One Notch Above Junk
[Bloomberg] Xi Sets the Terms for Everyone Now
[NYT] Most Fed Officials Embraced Possibility of Higher Rates at Recent Meeting
[FT] Many Fed officials called for central bank to drop rate-cut signal in April

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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