Mexico Truck Production Plunges 50% In February As US Exports Slow

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Truck-makers report steep declines in output, as domestic demand weakens and U.S. exports slow...


Woke Celebrities Applaud Themselves At Oscars As Hollywood Burns

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They sipped champagne, whined about Trump and celebrated some of the worst movies of the past decade...


The 'Ceasefire Discussions' Market Playbook: Goldman's One-Delta Desk-Head Warns Dip-Buyers

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Oil clearly matters and will remain reflexive for both rates and equities, but credit remains the North Star...


The Wrath Of Kharg

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Could the upcoming Trump-Xi summit be the moment where we see Beijing issue the directive to its allies in Tehran to end the blockade? For Xi it may be a choice between that, or suffering the wrath of Kharg on the Chinese industrial economy.


Stock Market Selloffs Will Soon Have More Follow Through

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Greater dealer hedging of put options exposes the stock market to deeper selloffs...


Nano Nuclear Progresses HALEU Transport Package

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Nano is making tangible progress outside of their reactor development segment...


BYD Shares Soar Most In 13 Months As Chinese EV Push Into Americas Accelerates

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The new vehicle can charge from 10% to 70% in about five minutes... 


Oil’s Panic Rally Shows Signs Of Exhaustion

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Silver already showed how panic volatility ends: with a painful hangover. Oil may be next.

Key Events This Week: Central Banks Galore, PPI, And The War In Iran

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This week sees the Fed, ECB, BoJ and BoE all meet in a single calendar week for the first time since December 2021.


Israel Expects Iran War To Continue At Least Into April, Lebanon Conflict Longer

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"At the same time, the idea of encouraging public unrest inside Iran has not been abandoned."


Florida Passes Voter ID Bill Modeled After SAVE Act

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The elections integrity bill will go into effect next year and require Floridians to show photo ID at the polls and proof of citizenship when registering...


US Industrial Production Rises For 4th Straight Month In February

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...the index for motor vehicles and parts posted the largest gain, and the index for machinery posted the largest loss.


Starmer Vows UK Won't Be Drawn Into Wider War In Middle East, Hormuz Crisis 'Not A Simple Task'

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UK PM stresses any security coalition will not be a NATO-led mission...


Futures Jump, Oil Slides On Fresh Hormuz Hopes

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“Equities may welcome any sign that Hormuz could be reopened, but with further strikes still being threatened and diplomacy still patchy, conviction is low and positioning is likely to stay very twitchy.”


This Polycrisis Is Unique

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When understood as a wave, the current Everything Bubble is not sustainable...


"Europe to be hit by an inflation tsunami"

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A familiar nightmare for European investors.

Market "More Balanced" But "Still Fragile" Warns Top Goldman Trader

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The biggest development over the past two weeks has been the sharp tightening in global financial conditions...


Sector Watch: The Energy Security Pivot Accelerates

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Swapping a dependency on Middle Eastern hydrocarbons for a dependency on Chinese processed metals?


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US President Trump said he ordered a strike that wiped out every military target on Kharg Island, where Iran exports nearly all of its oil, but left the oil infrastructure intact; Crude holds around USD 100/bbl.

EM On The Edge: Record Buying Meets Rising Oil And Exploding Vol

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EM fear is exploding.