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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 […]
[CNBC] Stock futures are little changed as traders await Nvidia’s earnings: Live updates
[Yahoo/Bloomberg] US 30-Year Yield Hits Highest Since 2007 as Selloff Deepens
[AP] US stocks fall further from their records after bond markets crank up the pressure
[CNBC] Mortgage rates surge to highest level since July
[Axios] Exclusive: Clean energy deals on track for "biggest year ever"
[CNBC] Vance defends stock-trading spree in Trump financial filings: ‘Come on, man’
[Bloomberg] Crucial Japan Bond Sale to Test Market as Global Selloff Deepens
[Bloomberg] AI Data Center Borrowing Rapidly Climbs Wall Street’s Risk List
[Bloomberg] Massive Options Bet Rattles Oil Market On Edge Over Iran War
[Bloomberg] Heat Strains US Power Grids That Need Off-Season Repairs
[Bloomberg] Texas Storms Ground Flights, Threaten Floods and Spark Fires
[NYT] Bond Yields Hit Highest Level Since 2007 as Inflation Fears Set In
[WSJ] A Risky, Unconventional Mortgage Is on the Rise Again
[WSJ] Toll Brothers Says Its Average Home Prices Back Above $1 Million
[FT] UK Treasury pushes supermarkets to cap food prices
[CNBC] U.S. stocks slide under pressure from higher rates: Live updates
[Yahoo/Bloomberg] US 30-Year Yield Hits Highest Since 2007 on Inflation Angst
[Yahoo/Bloomberg] Oil Creeps Lower as Traders Weigh Trump’s Threats to Strike Iran
[Axios] Trump held meeting on Iran war plans after pausing attack
[Yahoo/Bloomberg] Trump Threatens Iran With ‘Big Hit’ If There’s No Deal Soon
[Yahoo/Bloomberg] NATO Is Starting to Consider Hormuz Mission to Protect Ships
[Yahoo/Reuters] Exclusive-US not in a hurry to extend China trade truce, Bessent says
[Axios] How global economic imbalances resemble an ancient parable
[AP] Affordable Care Act enrollment projected to plunge by 5 million as costs spike, analysis shows
[NYT] Worried About War’s Impact, Bond Investors Push Rates to Highest Level Since 2007
[NYT] Rising Energy Prices and Data Centers Are at Center of a Utility Deal
[WSJ] U.S. Seized Iran-Linked Oil Tanker in the Indian Ocean
[WSJ] What to Know About Trump’s $1.8 Billion ‘Anti-Weaponization Fund’
[FT] Investors warn of ‘correction’ risk as high-flying stocks defy bond gloom
[FT] Donald Trump claims Xi Jinping will not arm Iran as strike threat looms
[CNBC] 30-year Treasury yield tops 5.18%, reaching the highest level in nearly 19 years
[Yahoo/Bloomberg] Oil Declines After Trump Says He Called Off Strike on Iran
[Yahoo/Bloomberg] US Long Bond Yields Near Highest Level Since 2023
[Reuters] Mapping the Market: Benchmark Treasury yields look poised to rise further
[Yahoo/Bloomberg] Global Inflation Weighs on G-7 as Higher Bond Yields Persist
[Reuters] Iran says peace proposal includes reparations for war damage, US troop withdrawal
[AP] Trump’s tough-talk foreign policy is hitting a wall with Iran as it grips Strait of Hormuz
[Reuters] No deal, no exit: How US-Iran standoff risks fresh conflict
[Reuters] World awaits new Fed Chair's vision on independence
[The Hill] These are America’s most ‘overpriced’ housing markets
[Yahoo/Bloomberg] EU Races to Finalize US Trade Deal to Avoid More Trump Tariffs
[Yahoo/Bloomberg] Mamdani Meets Wall Street CEOs as Tax Pitch Roils City’s Wealthy
[Reuters] Xi to host 'old friend' Putin as China projects stable global role after Trump visit
[Reuters] Ukrainian mid-range strikes deal double blow to Russia's war effort
[Reuters] Exclusive: Russians covertly trained by China return to fight in Ukraine, sources say
[Reuters] Taiwan says China's military actions are greatest source of regional instability
[Bloomberg] US 30-Year Yield Hits Highest Since 2007 on Inflation Angst
[Bloomberg] New York and US Northeast Brace for Extreme Heat, Power Alert
[Bloomberg] Nagel Says ECB May ‘Have to Do Something’ as Iran Shock Persists
[Bloomberg] Global Bond Selloff Threatens Turmoil in Weakest Asian Economies
[Bloomberg] Jeff Currie Says AI Boom Sets Up Commodities for Decade-Long Run
[NYT] Top Treasury Lawyer Resigns After Creation of ‘Anti-Weaponization Fund’
[WSJ] See How the Global Government Debt Binge Is Rippling Through Markets
[WSJ] The American Rebellion Against AI Is Gaining Steam
[WSJ] Japan’s Economy Accelerated in First Quarter, Backing Case for Rate Hikes
[WSJ] Xi Jinping Is Now the World Leader He Wanted to Be, but It Has Come at a Cost
[WSJ] Russia’s War Is Going Badly—on the Ground and in the Air
[FT] Worries on gilts point to wider bond market vulnerabilities
[FT] The US is still being paid to borrow — but only just
[FT] Xi Jinping told Donald Trump that Putin might ‘regret’ invasion of Ukraine

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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