"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"
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...
"If they can afford the price of oil at $200 per barrel ..."
"We agreed on following the situation very closely..."
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.
For US equities, the bigger risk is a sustained period of severe oil disruption that weighs on economic growth...
"...expand deconversion capacity, strengthen domestic supply chains, and advance a more efficient fuel-cycle model that operates from the same location."
"This collaboration reflects what's possible globally..."
Officers allegedly telling troops the mission is based on interpretations of biblical prophecies...
"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."
...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...
British military brass prioritizes “gender-free” grooming rules while Tehran burns...
The ruling allows Haitians with Temporary Protected Status to stay in the United States and keep working while the underlying lawsuit proceeds.
Many sellers who pulled their homes off the market last year are relisting now in hopes of capitalizing on spring homebuying "season..."




































