Security 'window' has narrowed this month, sources told FT.

Kremlin actually expresses openness to in-person attendance...

The ambitious EV targets are expected to continue eroding road fuel demand in China, which has been falling for the second year in a row...

Supposedly high-quality criticisms have repeatedly failed to generate the predictions they are supposed to.

Growth is too strong to justify easing, inflation is too sticky to ignore, oil is too geopolitical to forecast, and AI spending is too large to abandon... or every wall comes crumbling down...

...buy the AI complex here, hedge it with the ex-AI book, and wait for one of two things to go right: Iran stops being a right-tail for rates, or the AI earnings machine starts getting paid again...

"Back then we were against the terrorists..."

"The Houthis called us...They don’t want us to go after them." 

Follow the money: Fixed income is sucking in money, duration demand is surging and Treasury longs are near cycle highs. But there is a canary in the coalmine.

"Leftists have accidentally sided with 11 white bullies against a black man who stood up to them..."

...reaction functions are shifting with the extent of the energy rally... Equities are the only piece that hasn't cracked yet...

American workers could see a boost with the proposal, the Department of Homeland Security said...

GWOT forever...

Investors are cautious — then Tech and Bitcoin make a surprise cameo.

Perhaps there’s a lesson there for our midterms and beyond...

It has been one betrayal after another.

September, so far, is living up to its reputation...