"We do not see a strong economic case for raising the funds rate... but the FOMC might worry about the consequences of not hiking for market perceptions of the Fed’s credibility and about the immediate reaction of longer-term interest rates."

"We'll ultimately get out [of Iran], unless we decide to stay and keep the oil like Venezuela..."

Sochi's beaches temporarily closed amid mounting casualties...

Equity investors may be relieved to hear that Trump says that the pace of AI development should not slow down, but given the geopolitical and bond market imperatives, perhaps they should pay some heed to other orange men with unusual hairstyles...

"Item 997930 has a maximum order quantity of 2."

Seeks to ease oil prices, blames high diesel solely on Ukraine war...

Can't spell Dario Amodei without AI DOOMER..

The judge said the US Postal Service had likely exceeded the authority granted by Congress when issuing the rule...

"Elevated stock market valuations could add to the vulnerability..."

Investor anxiety remains high...while surface volatility remains eerily calm...

"For 25 years, the deep state has hidden the truth about what happened that day 25 years ago..."

It's a bumper week for central bank decisions, with the Fed, BoE and BoJ all meeting. Key data releases include US retail sales (Wednesday) and industrial production (Friday), UK inflation (Wednesday) and labor market data (Tuesday), and econ activity in China.

...near-term AI headline risk hits at the worst time for newly rebuilt tech longs...

The government is losing $2 trillion a year and now thinks it’s time to borrow $1.2 trillion to hand out and call it a dividend?

"Near-term impact on energy equities is positive – the UBS team flagged 40% upside to consensus 3Q earnings..." 

$6 billion is nothing...