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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 […]
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[CNBC] S&P 500 little changed as traders evaluate oil rebound, in-line inflation: Live updates
[Yahoo/Bloomberg] Oil Gains as Renewed Gulf Attacks Threaten Fragile Ceasefire
[AP] Shaky ceasefire in Iran war is challenged again as Kuwait faces a missile attack
[Reuters] Iran and US trade air strikes after Trump dismisses report of Hormuz deal
[Reuters] The US-Iran ceasefire is unravelling
[Reuters] Trump says he can outwait Iran, dismisses midterm election pressure
[CNBC] Core inflation hit an annual rate of 3.3% in April, as expected, Fed’s preferred gauge shows
[AP] Key inflation gauge worsens, eroding Americans’ income and spending power
[AP] US jobless claims rise to 215,000 but layoffs remain low despite Iran war uncertainty
[Yahoo/Bloomberg] Warsh’s New Challenge: Containing Fed Hawks as Inflation Simmers
[CNBC] Energy inflation has been more persistent than expected: Fed’s Goolsbee
[Axios] AI sticker shock hits corporate America
[Axios] The CEOs are losing confidence
[Axios] Iran war drives multi-year missile defense gap
[Axios] Exclusive: Trump's accelerating squeeze on Cuba
[Bloomberg] US Consumer Spending Edges Up as Inflation Accelerates
[Bloomberg] Iran, US Accuse Each Other of Truce Breach With No Deal in Sight
[Bloomberg] Hedge Funds Control More Than Half of Electronic Gilts Trading
[Bloomberg] Goldman Traders See a Short Squeeze Brewing for Unloved Sectors
[Bloomberg] Global Warming Likely to Exceed 1.5C Through 2030, WMO Says
[NYT] Iran War Lifts a Second Inflation Reading to Highest Level Since 2023
[WSJ] April Durable-Goods Orders Beats Forecasts
[WSJ] U.S. Military Conducts New Strikes on Iran
[WSJ] How Long Can Iran Withstand the Economic Pain of the U.S. Blockade?
[WSJ] The High-Seas Black Market That Keeps Iran’s Illicit Oil Flowing
[WSJ] Fed’s Goolsbee Warns U.S. Economy Heading in ‘Stagflationary’ Direction
[WSJ] Fed’s Independence Still Under Threat, ECB’s Lagarde Says
[WSJ] One Million New-Car Buyers Are Gone and They’re Not Coming Back Soon
[WSJ] China Is Exporting Its Factories Across the World and Spooking the Competition
[FT] Chip stocks race towards biggest gains since dotcom era on AI demand
[FT] AI boom outweighs Iran war pain, Korean central bank chief says
[FT] Ukraine is turning the tables
[FT] Bill Gross: America’s hegemonic glory is under threat
[Reuters] Oil rebounds after US strikes Iran military site
[CNBC] Fed’s Kashkari says inflation fight takes priority as labor market is ‘in decent shape’
[Yahoo/Bloomberg] Trump Disputes Iran’s Hormuz Control, Touching on Sticking Point
[Yahoo/Bloomberg] Trump’s Iran Bind Deepens With Hormuz Shut and Hawks Pushing War
[Yahoo/Bloomberg] Fed’s Cook Prepared to Raise Rates If Inflation Lingers
[Yahoo/Bloomberg] US Airlines See Robust Demand Even as Consumer Confidence Falls
[Bloomberg] Oil Rises on Report of Fresh US Strikes With Hormuz Still Shut
[Bloomberg] Fed’s Jefferson Warns of Inflation Risks From Energy Price Surge
[Bloomberg] War Stress Pushes Indonesia, Thailand to Lean on Short-Term Debt
[WSJ] $5.7 Trillion and Counting. How Much Further Can the Chip Rally Run?

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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