"We are confident..." 

We just got the answer whether Yellen leaked weak US data to the BOJ... 

NYT: likely to be "lingering armed resistance" for "years to come"...

Trump Media looks forward to working with new auditing partners in accordance with today's SEC order...

The persistence of the idea that rising yields will eventually self-correct is testament to a fundamentally deflationary mindset...

"We don't have the housing to separate..." 

"Demand has weakened, as signaled by the first fall in new orders for goods and services for six months... and Prices are rebounding strongly..."

Israel has been warning that an ICC warrant could blow up a hostage deal...

Now that Congress rammed through a huge weapons package for Ukraine, what will Ukraine do with the weapons and how long will they last?

"I don’t think this data will stand the test of time as helping all markets..."

Now this could truly be educational. Students protesting on our campuses have been offered free scholarships at Shiraz University in Fars...

Who wants sexy tech when you have hot utilities to chase...

“NFP gains have likely slowed, but to a level that has remained strong. The ‘higher for longer’ narrative should remain well in place, but is largely priced in by the market at this stage.”

...suggests a 10-year yield ~40 bps lower.

...risk/reward is hard to define right now...

Perhaps this will finally end the every-day Paramount buyout saga...

"What we’re actually voting on is death..."

...with JPMorgan ranking first!

Norway saw cash flow from its stakes in oil and gas fields nearly halve in the first quarter of 2024 compared to the same period of 2023, as natural gas prices slumped and gas consumption in Europe was below expectations.