JPMorgan Desk Turns Tactically Bearish, Sees S&P Dropping To 6,270

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"We are now Tactically Bearish... there has been a lack of extreme de-risking with positioning currently neutral... A definitive off-ramp to the conflict will end this tactical call"


Iran Says 'No Room' for Talks As US Seeks To 'Partition Country, Take Oil' - New Hardline Ayatollah Takes Command

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Trump: Short term oil prices, which will drop rapidly when the destruction of the Iran nuclear threat is over, is a very small price to pay...


"Let Them Keep Playing Games": Iran Warns Of $200 Crude Oil

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"If they can afford the price of oil at $200 per barrel ..." 


Extreme Fear Returns — Stocks Still Clinging To The Range

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NASDAQ is breaking the 200-day, almost to the day vs. last year.

G-7 Leaders Reject SPR Release Plan, But 'Stand Ready' After Initial Jawbone Efforts Fade

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"We agreed on following the situation very closely..." 


Key Events This Week: CPI, PCE, ADP, Durable Goods And More

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the key economic data releases this week are the CPI report on Wednesday and the durable goods and core PCE reports on Friday. Fed officials are in a blackout period so no speeches this week. 


It's The Duration, Stupid: The Impact Of Oil On S&P 500 Earnings

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For US equities, the bigger risk is a sustained period of severe oil disruption that weighs on economic growth...


Trump Cabinet Members Allegedly Buying Nuclear Bunkers

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“I’ve been inundated with calls..."


Oklo And Centrus Signal Progress On America's Nuclear Fuel-Chain Bottleneck

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"...expand deconversion capacity, strengthen domestic supply chains, and advance a more efficient fuel-cycle model that operates from the same location."


Dem Leaders Can't Explain Past Support For Unilateral Presidential War Powers

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...awkward!


Hims & Hers Erupts In Epic Squeeze As Novo Nordisk Ends GLP-1 Feud

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"This collaboration reflects what's possible globally..." 


MOVE Is Back: Stocks Should Pay Attention

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Bond volatility is rising. Stocks usually don’t like that.

Dem Lawmakers Demand Probe Into Pentagon Officials Saying Iran War 'God's Divine Plan'

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Officers allegedly telling troops the mission is based on interpretations of biblical prophecies...


Futures Tumble But Off Session Lows On Expectations Of Global SPR Release

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"The market is anticipating the worst-case scenario. The selloff is all about oil, it’s about the inflation that is deduced from it, it’s about the risk of stagflation."


TACO Or Regime-Change In Iran? Goldman's One-Delta Desk-Head Warns 'Other More Pertinent Issues Not Going Away'

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...instinct is that once the dust settles this likely proves to be a buying opportunity for many of the assets people wanted but to own (EM/Asia). The difficulty is duration...


As War Rages In Iran, UK MoD Surveys Troops On Wearing Makeup And Nail Polish

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British military brass prioritizes “gender-free” grooming rules while Tehran burns...


From War To Wheat: Hormuz Disruption Ignites Food Inflation Fears

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No inflation… unless you need to eat.

Federal Appeals Court Upholds Temporary Protected Status For Over 300,000 Haitians

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The ruling allows Haitians with Temporary Protected Status to stay in the United States and keep working while the underlying lawsuit proceeds.


Mission Accomplished: Oil Just Printed A “Shooting Star On Steroids”

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Oil just printed a shooting star on steroids. Blow-off top?

US Home Relistings Hit Record High As Spring Buying Season Kicks Off, And One-Third Are Cheaper

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Many sellers who pulled their homes off the market last year are relisting now in hopes of capitalizing on spring homebuying "season..."