Meantime, physical stress is spreading...

...identifying private credit as a "key risk"...

The world’s biggest commodity is trading with a “VIX” at 125. Go figure.

The only way out of this crisis is through. Through Hormuz. Through Iranian resistance. Through violence. Anything that happens in the financial, not the physical, space is ultimately irrelevant vs. that dynamic.   

Russia vital in ensuring global economic stability, stresses Dmitriev...

Going down the list...

The Iran war is the biggest risk to a US economy otherwise showing broad-based strength and a liquidity backdrop very supportive of asset prices...

"...we think a "run on the bank" is inevitable and would recommend all investors to get out of levered private credit while they still can..."

Florida was the top destination for movers in the United States, followed by South Carolina and Arizona.

Markets are trading the old playbook of energy shock and growth collapse, yet today’s Europe has cheaper gas, resilient earnings and a consumer that never actually cracked.

Ship brokers said the 20 ships trapped in the Persian Gulf make up nearly half of all LNG ships currently available for charter.

"What the Danes should please, please, please do is, if there is any energy consumption that you can do without..." 

If allowed, Congress would then be able to set any wealth level for special taxation...

 "consistent analysis that the regime is not in danger."

$5K deposit and Google searches days before death...

...but forward-looking permits plunged.

Amid ongoing largest supply disruption in the history of the global oil market.

...basically unchanged since Nov 2021

“While Trump’s claim that we could soon see a resolution to the conflict does provide hesitancy for the bulls, the reality of the situation will undoubtedly call for higher prices as the days roll on”