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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] US credit markets defy war risks as cash drives rally
[Yahoo/Bloomberg] Lawmakers Query Iran War Cost as Trump Renews Destruction Threat
[Axios] Iran war energy shock squeezes U.S. paychecks
[Reuters] Stung by Iran war, Trump heads to China in need of wins
[Reuters] Private credit funds slash loan values as borrower stress rises
[Yahoo/Bloomberg] Anthropic In Talks to Raise $30 Billion at $900 Billion Valuation
[Yahoo/Bloomberg] Altman Testifies About ‘Hair-Raising’ OpenAI Chat With Musk
[Reuters] ECB's Nagel sees rate hikes increasingly likely: Handelsblatt
[AP] Trump’s proposed ‘Golden Dome’ estimated to cost $1.2 trillion, far more than he initially said
[NYT] What the Bond Markets Are Saying About Britain’s Politics and Economy
[NYT] Inflation Accelerates After Weeks of War in Iran
[NYT] Tomato Prices Soar as War, Tariffs and Weather Affect a Popular Crop
[WSJ] Jerome Powell’s Inflation Legacy for Kevin Warsh
[FT] US inflation jumps to 3.8% as Donald Trump’s Iran war sends petrol prices soaring
[FT] The Iran war dilemma for central bankers
[FT] Blue Owl retail fundraising evaporates amid private credit concerns
[CNBC] S&P 500 retreats from record as tech rally cools off, inflation flares up: Live updates
[Yahoo/Bloomberg] Copper Rallies Above $14,000 a Ton, Nearing Fresh All-Time High
[Yahoo/Bloomberg] Junk-Rated Firms Rush to Reprice Debt as Demand for Loans Surges
[Yahoo/Bloomberg] AI Boom Shows Top US Grid ‘Too Big to Function,’ Regulator Says
[Yahoo/Bloomberg] Iran’s Kharg Island Oil Shipments Show First Prolonged Halt Since Start of War
[Yahoo/Bloomberg] US Tariff Refunds of $35.5 Billion Cleared for Importers So Far
[CNBC] S&P 500 retreats from record after high inflation reading, drop in tech stocks: Live updates
[CNBC] Oil prices extend gains as Trump comments diminish hopes for a U.S.-Iran peace deal
[CNBC] Treasury yields push higher after CPI accelerates to highest in nearly three years
[Yahoo/Bloomberg] UK 30-Year Yields Top 1998 High as Political Crisis Deepens
[CNBC] Consumer prices rose 3.8% annually in April, the highest since May 2023
[AP] US consumer prices jump as Iran war sends energy prices rapidly higher
[AP] What to know about Trump-Xi summit with trade, Taiwan and Iran on the agenda
[Reuters] Iran now defines Strait of Hormuz as far larger zone, IRGC officer says
[AP] Shipping industry fears fuel shortages as Iran war squeezes bunker fuel supply
[Yahoo/Bloomberg] Amazon Kicks Off Swiss Franc Bond Sale in Record Six Parts
[AP] UK’s Starmer defiant as calls for his resignation grow and 2 ministers quit
[Yahoo/Bloomberg] Korea Roils Market by Floating ‘Citizen Dividend’ From AI
[Reuters] BOJ debated near‑term rate hike at April meeting, opening door to June move
[Axios] Behind the Curtain: Scaling sin
[Bloomberg] Trump to Meet Xi Thursday for High-Stakes US-China Summit
[Bloomberg] AI’s Big Guns Have a Serious Inflation Problem
[Bloomberg] Bond Market’s Warsh Trade Falls Apart as Oil Fans Inflation Risk
[Bloomberg] Supply-Chain Stress That Soared During Covid Heads Higher Again
[Bloomberg] Worst Start to Wildfire Season Raises Alarm as El Niño Threatens
[Bloomberg] PBOC Warns on Imported Inflation, Focuses on Policy Transmission
[Bloomberg] Central Banks Tap Most Yuan Swap Lines With PBOC in Two Years
[Bloomberg] China’s ‘Invoice Economy’ Crackdown Leaves Copper Trade Reeling
[NYT] Xi Poised to Press Trump on Arms Sales to Taiwan
[NYT] China Increasingly Views Trump’s America as an Empire in Decline
[NYT] China Seeks A.I. Independence, Weakening Trump’s Leverage
[WSJ] U.S. and Iran Are Locked in a Stalemate That’s Neither Peace Nor War
[WSJ] Trump Faces an Emboldened China in Return to Beijing
[FT] Trump loses his trade superpower
[FT] Kevin Warsh to face resurgent inflation and an impatient Donald Trump as chair of the Fed
[FT] UK borrowing costs surge as Starmer leadership crisis rattles bond markets
[FT] Japan says Scott Bessent offered ‘understanding’ on yen policy

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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