Markets 'Turmoil' Amid Micron Mania, Hormuz Hiccups, & Peaky PCE
"A lot of moving parts..."
"A lot of moving parts..."
Chasing beneficiaries at peak earnings feels dangerous...
Rubio: if this is allowed in Hormuz, well then this will spread throughout the world like a contagion.
Good thing jobs are safe, right?
"We're already deploying search and rescue teams from Fairfax County, Virginia, and Los Angeles."
One of the more embarrassing habits of modern finance is its insistence on pretending the stock market has some integrity left.
YMTC has become the fastest-growing company in the global NAND market.
"Higher-than-expected magnitude of price increases on announced SKUs could drive pressure..."
Shut up, Meg...
Rutte sought to repeatedly praise & flatter Trump, also unveiling the "Trump trillion"...
Relative certainty around tax policy and demand from large load customers are among factors driving the country’s energy storage boom.
"Demand will likely outstrip supply during the year end period."
Overall, this was a average-to-weak auction, with sufficiently good metrics even if the internals were a bit on the weak side. Not that the market cared (about this, or anything else); with 10Y yields extending their drop all day today, the meh auction barely registered.
“There is no evidence in this record of widespread ‘illegal voting, discrimination, fraud, and other forms of malfeasance and error’ within American elections, which the Executive Order purports to safeguard against,” Casper wrote.
So far this year, US-listed levered ETF trading volumes are running 50% higher than the first six months of 2025’s record pace…
If Operation Epic Fury succeeded in asserting regime change in Iran, where does the US go from here?
Moscow likely to respond by sending more military escorts...
...the further the rubber band stretches to the upside, the sharper the reversion to the downside is likely to be...
