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Private Equity & Private Credit: The Doomed Darlings Of Wall Street Wall Street Losing Appetite For Gold – Smart Investors Buying Watch Dow/Gold Ratio For Best Timing “I am bullish. And as agnostics in the markets, we can be bullish on just about anything. It’s just a question of what the value equation is, what […]
[Reuters] US pump prices near 4-year high on Iran war disruption, refinery outages
[CNBC] Here’s everything to expect when the Fed issues its latest interest rate decision Wednesday
[Reuters] Trump, unhappy with latest peace proposal, says Iran 'figuring out its leadership'
[Reuters] Iran’s Guards seize wartime power, blunting Supreme Leader's role
[Axios] James Comey indicted again, this time over "86 47" photo
[Reuters] US FCC reviewing Disney's ABC station licenses after Jimmy Kimmel joke
[Politico] King Charles: The hidden messages in his speech to Congress
[Politico] Trump slams German Chancellor Merz over Iran
[Bloomberg] Bond Traders Ramp Up Wagers Hedging for 5% Yields as Oil Surges
[Bloomberg] California Jet Fuel Woes Deepen as Asia Flows Hit Decade Low
[Bloomberg] UAE Exit Blindsides OPEC and Threatens to Shake Its Grip on Oil
[Bloomberg] US Warns of Sanctions Risks for Chinese Refiners of Iranian Oil
[Bloomberg] AI Power-Gear Spending in US Surging Up to $65 Billion
[Bloomberg] Toyota Suppliers Start to See Shortages Due to Iran Conflict
[NYT] Despite Trade Turmoil, Canada’s Economy Is Expected to Grow and Deficit to Fall
[WSJ] AI Worries Have Returned to Wall Street. Now Come Earnings.
[FT] Trump administration launches Disney probe after Jimmy Kimmel’s Melania joke
[AP] Sinking AI stocks and rising oil prices weigh on Wall Street
[Yahoo/Bloomberg] Oil Back Above $110 as World Awaits US Response to Iran Proposal
[Yahoo/Bloomberg] OpenAI-Linked Stocks Slump on Report It Missed Key Targets
[AP] Live updates: United Arab Emirates says it will exit OPEC, while US-Iran negotiations stall
[Axios] Trump claims Iran told U.S. it wants Strait of Hormuz open ASAP
[Yahoo/Bloomberg] Trump Says Iran Wants Hormuz Open in Tussle Over War’s End
[AP] US consumer confidence inches higher in April despite Iran war, soaring gasoline prices
[Bloomberg] Data Center-Tied Debt Slides as OpenAI Report Fuels Angst
[Bloomberg] BofA Sees Record May for High-Grade Sales, Topping $190 Billion
[Bloomberg] JPMorgan’s Dimon Warns Again on Risks of Credit Downturn
[Bloomberg] Wheat Highest Since 2024 as Drought, Fertilizer Costs Hit Supply
[CNBC] S&P 500 slips as oil rises, Nasdaq futures slide on OpenAI report: Live updates
[Yahoo/Bloomberg] Oil Climbs as US Weighs Iran Proposal With Hormuz Still Shut
[CNBC] OpenAI reportedly missed revenue targets. Shares of Oracle and these chip stocks are falling
[Yahoo/Bloomberg] UK Bond Selloff Sends 10-Year Yield Back to 5% Ahead of BOE Meet
[AP] Live updates: US appears cold to Iranian proposal to end the war without nuclear deal
[Yahoo/Bloomberg] Trump to Address Iran Proposal ‘Soon’ as Oil Rises Further
[Reuters] Trump not happy with latest Iran proposal to end the war, US official says
[Axios] The Iran conflict is the new Cold War
[Axios] Americans feel worse off financially than at any point in 25 years, Gallup finds
[AP] United Arab Emirates says it will leave OPEC effective May 1
[AP] Will Powell stay or go? Fed chair may reveal next steps after central bank meeting Wednesday
[AP] Trump pursues new import taxes to replace the tariffs the Supreme Court rejected
[Yahoo/Bloomberg] BOJ's Split Vote on Rates Marks Most Hawkish Divide of Ueda Era
[Politico] Ukraine hammers Russian Black Sea oil facilities
[Bloomberg] Trump’s Art of the Deal Collides With Iran’s Patient Diplomacy
[Bloomberg] Reopening the Strait of Hormuz Will Take More Than US Power
[Bloomberg] BlackRock Says Higher Government Bond Yields Are Here to Stay
[Bloomberg] How Populist Anger Fuels US ‘Tax the Rich’ Movement
[Bloomberg] India’s Heat Wave Creates New Inflation Risks After Oil Surge
[NYT] Despite Trump’s Demands, His Fed Pick Is Unlikely to Get a Quick Rate Cut
[WSJ] Iran Offers a New Proposal to End War
[WSJ] The Fed’s Rate Cuts Are On Pause. But Are They Also Off the Table?
[WSJ] Middle East Conflict to Weaken Growth as Commodity Prices Surge, World Bank Says
[WSJ] Barclays Loan Losses Rise Above $1.1 Billion
[WSJ] U.S. Home Price Growth Slowed in February
[WSJ] Foreign Carmakers Threaten to Pull Cheapest Models From U.S. Without Trade Deal
[WSJ] Japan’s Central Bank Holds Rates But Raises Inflation Views
[WSJ] China Says Hostile Foreign Forces Are Driving Its Youth to Slack Off
[FT] Coffee, fuel and houses: why Donald Trump has an inflation problem
[FT] Get used to the long Iran war
[FT] Iran’s hardliners fight over talks with US
[FT] Wall Street dealers boost Treasury holdings to highest level since 2007
[FT] Export restrictions on critical materials up fivefold since 2009, says OECD
[FT] The great American data centre divide
[FT] Alarm spreads among road-builders as Iran war bitumen shortage bites

Private Equity & Private Credit: The Doomed Darlings Of Wall Street Wall Street Losing Appetite For Gold – Smart Investors Buying Watch Dow/Gold Ratio For Best Timing “I am bullish. And as agnostics in the markets, we can be bullish on just about anything. It’s just a question of what the value equation is, what […]
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