Trump Toughens Terms Of Iran Deal Framework, As Bessent Pinpoints Tehran's 'Big Mistake'
US tries to ratchet pressure & speed of responses, but Tehran hasn't shown signs of budging...
US tries to ratchet pressure & speed of responses, but Tehran hasn't shown signs of budging...
The post-bubble investor roadmap is long bonds (10-year yield down ~50bps in 6 months after market tops), and long defensives, and equity sectors which dramatically underperformed in last months of the bubble: the classic “long humiliation, short hubris” trade.
On group stage matchdays, the number of bookings in the three Mexican host cities rose by an average of 186% compared to the previous year, while the average nightly rate increased by 72% year-over-year.
Germany has a long list of problems, and this latest data proves it...
...politics was in the bottom half of the most frequently named personal interests in over half of the nations surveyed.
Under the guise of fighting money laundering, the EU is making anonymous economic activity progressively harder... The digital euro is on the way...
America’s bees and beekeepers are losing a valuable ally just when they need its help most...
"Discussions in the desk have gone from “make it stop!” in March, to “wow, this is still going up?” in May" - Goldman Sales and Trading.
Early April incident marked first time in decades the US had to acknowledge one of its jets was shot down by enemy fire...
The two candidates are now separated by less than $100,000 in cash on hand...
"We expect total corporate equity supply to register $675 billion including follow-ons and other issuance. However, this issuance scales to just 1.0% of US equity market cap, compared to an average of 1.5% since 1995." - Goldman's Ben Snider
AI isn’t free...
"Palestine Action, a group known for targeting Israeli defense-linked facilities and recently banned in the UK, published an online 'Target Map' containing civilian..."
New low-temperature process enables stacked silicon chips that pack more computing power into less space...
Stone fortress has stood for nearly 1,000 years...
Quantum computing’s ‘Q-Day’ threat isn’t science fiction... it’s the slow collapse of today’s encryption, exposing governments, companies, and data long before anyone notices...
It is both a market of one and a market of many: macro forces are moving everything together, while dispersion beneath the surface is creating plenty of idiosyncratic opportunity.
