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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 […]
[Yahoo/Bloomberg] Bond Investors Flee as Inflation Worry Sends Yields to 2026 High
[Yahoo/Bloomberg] Oil Holds Steady on Mideast Impasse and Shrinking Inventories
[Yahoo/Bloomberg] Copper Nears Record High on Tight Global Supply; Aluminum Surges
[Axios] The U.S. inflation problem is getting worse
[AP] US and China seek to repair damage from tariff war that sent trade into a freefall
[Reuters] Fed's Kashkari says labor market looking better, inflation worse
[Yahoo/Telegraph] French unemployment hits five-year high with 2.6 million out of work
[Bloomberg] Treasury Buyers Get 5% Long-Bond Rate for First Time Since 2007
[Bloomberg] Hormuz Oil Flows Fell Nearly 30% Last Quarter, EIA Says
[Bloomberg] Fed Survey Shows More Job Anxiety, Widespread Price Concerns
[Bloomberg] PE-Owned Insurers Boosting Private Credit Holdings, Study Finds
[Bloomberg] Apollo Has a New Vehicle to Bundle Debt That Echoes CDOs of Old
[NYT] An Uncertain World Awaits the Reopening of the Strait of Hormuz
[NYT] Why the Bombing of Iran Tied the U.S. More Closely to China
[NYT] Perfect Timing, Big Payouts: Insider Trading Red Flags Emerge on Polymarket
[WSJ] Fed’s Collins Says She Could Envision the Need for Rate Hikes
[WSJ] Anthropic Was Behind. Now It’s the AI Boom’s Front-Runner.
[FT] Former SEC chair Jay Clayton says he does ‘not see excess leverage’ in private credit
[CNBC] 10-year Treasury yield hits new high for the year after very hot producer prices reading
[Reuters] European stocks rise, oil prices steady, government bond yields still high
[Yahoo/Bloomberg] Oil Dips After Three-Day Gain With Iran Peace Talks at Impasse
[CNBC] Wholesale inflation jumps 6% in April on annual basis, biggest increase since 2022
[AP] Producer prices shot up 6%, adding to pressure on companies to raise prices for customers
[Reuters] Warsh has big plans for the Fed, but results may take time
[Axios] Everything is chips now
[Axios] Trump's five-alarm economy
[Yahoo/Bloomberg] Japanese Funds Dump Most US Debt Since 2022 as Fed Wagers Flip
[Yahoo/Bloomberg] Trump Repeats War Threats Against Iran Ahead of Meeting With Xi
[AP] Trump set to meet with Xi in Beijing as war and inflation weigh on his presidency
[Yahoo/Bloomberg] Lake Tahoe Power Crunch Shows AI’s Growing Energy Toll in West
[Yahoo/LAT] Why L.A. condo sales have slumped to a 20-year low
[Yahoo/Bloomberg] China’s $3 Trillion of Hidden Bad Debt Prolongs Economic Pain
[Bloomberg] Trump Lands in China for Xi Trade Summit With Iran War in Limbo
[Bloomberg] How Long Can the US Be the Oil Supplier of Last Resort?
[Bloomberg] BlackRock Says Increased Downgrades Looming for State Borrowers
[Bloomberg] San Francisco’s Luxury Housing Boom Is a Warning
[Bloomberg] ECB’s Rehn Says Data Show First Sign of Stagflationary Shock
[NYT] How China Could Wield Its Control of Rare Earths Against Trump
[NYT] Trump’s Shrinking Ambitions on China
[NYT] Justice Dept. Officials Consider Settling Trump Suit Against I.R.S.
[WSJ] What Trump and Xi Want to Achieve at Their High-Stakes Summit
[WSJ] Wall Street Is Getting More Anxious About Long-Term Inflation
[WSJ] IEA Warns Recovery From Hormuz Supply Shock Will Take Months
[WSJ] Iran Expands Strait Definition
[WSJ] The New Route Around Hormuz Involves a Massive Convoy of Trucks
[WSJ] The More You Know About This Private-Credit Fund, the Less You Understand
[FT] Donald Trump demands Xi Jinping ‘open’ China to US business
[FT] Donald Trump’s plan to discuss Taiwan arms sales with Xi Jinping rattles Asian allies
[FT] Trump is up against China’s great wall of confidence
[FT] IEA warns of further ‘price spikes’ as oil inventories plunge at record pace
[FT] Hormuz closure stalls construction projects as material costs soar
[FT] Hoarding adds to economic damage triggered by Iran war
[FT] Vladimir Putin and Volodymyr Zelenskyy cool on US-led peace talks

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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