Amazon Accelerates Last-Mile Delivery War With New 1-Hour Option

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Bad for Instacart...


Greenwald: 9/11-Like Mass Casualty Attacks Could Trigger Permanent Emergency Measures

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...draws direct parallel to Patriot Act that “never went away” in stark interview amid Iran tensions


What's Behind The Huge Divergence In Global Oil Prices

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Both Dubai and Oman cash prices are now trading around $155/bbl, highlighting the severity of the shortage in barrels originating from the Gulf and destined for Asian ports. 


Watch: Humanoid Robot Returns Tennis Shots With 96% Accuracy In Simulation Tests

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Researchers used fragmented motion data to train the humanoid.


"We're At War": Ecuador Deploys 75,000 Troops, Launches Anti-Cartel Missile Strikes; Colombia Warns "We're Being Bombed"

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"Don't take any risks, don't go out, stay home."


VDH: Our New Ungracious Immigrants

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The contrast between the grateful immigrants who once embraced America and the resentful newcomers who scorn it reveals how radically - and dangerously - the nation’s immigration ethos has changed...


Credit is getting attractive

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Much wider than the levels we saw back in 2018 and even 2021.

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Trump says Xi meeting looks like it'll happen in 5 weeks; Trump says not ready to leave Iran yet, but will in the near future; US & Israel says Iranian official Larijani dead from strike, but Iran has yet to confirm it; Iraq in contact with Iran to allow some oil tankers through Hormuz; Strong US 20yr auction; US Pending Home Sales top expectations; RBA hikes cash rate as expected; German ZEW Economic Sentiment sinks into negative; AMZN CEO says AI to double AWS sales to $600B by 2036; QCOM raised dividend & new buyback prog.

Bank Of America Settles Lawsuit Over Ties To Jeffrey Epstein's Sex Crimes

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“A review of Jane Doe’s account history will show incredibly alarming and erratic banking behaviour,


HALO'd Out: Goldman Goes Short One Of Wall Street's Favorite Trades

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Goldman is "going short US Companies that HALO’d too far."


$5 Diesel Means A 35% Jump In Prices For US Consumers

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However, unlike gasoline, where consumers feel the pinch immediately at the pump, the higher diesel costs show up indirectly over time...


Appeals Court Lifts Block On Expedited Third Country Deportations

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“There is more work ahead on this important issue, but this is a key win for [President Trump’s] immigration agenda,”


Does An Oil Supply-Shock Really Warrant Central-Bank Hikes?

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...markets are repricing expectations of central banks' moves in a notably hawkish direction... JPMorgan believes "this is likely unwarranted."


Warner Bros CEO To Collect $667 Million In Paramount Deal

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$666 too on the nose?


Trump Signs Order Assigning Vance To Head Anti-Fraud Task Force

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The president’s deputy chief of staff said this effort is the first of its kind... and could balance the federal budget if all fraud is shut down.


Musk's xAI Turns To Wall Street Bankers To Improve Grok's Financial Analysis

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Many of the new tutor roles are focused on credit markets, which are under increasing pressure as private credit funds face withdrawals and other industry challenges.


Stellar 20Y Auction Stops Through Amid Surge In Foreign Demand

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This was a stellar 20Y auction despite the lack of concessions in today's session, and suggests that despite the recent selling across the curve, the bond market remains in solid shape one day ahead of the Fed's decision to keep rates on hold (as most expect). 


The Kobayashi Maru Scenario

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Is President Trump himself caught in a Kobayashi Maru scenario...


Low Bond Volatility Is Looking Ever More Like An Outlier

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Volatility is rising across major asset classes, with Treasuries the notable exception...


Rates Trapped — Oil Dictates The Next Move

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Don’t watch Powell. Watch oil.