More nuclear energy seems to be the only thing Washington can agree on…

The New York hospital system will halt puberty blockers, hormones, and surgery for minors and fund $2 million in care for those harmed as children.

After Friday's blowout jobs report, attention now turns to inflation, and this week we get the two big reports addressing that: Thursday's PPI followed by Friday's CPI.

Goldilocks over-bid... a 1%-straddle into Astra and CPI week?

“Japan still has room to intervene given the amount of securities it holds, but given comments from Bessent, selling US Treasuries to fund further intervention could end up attracting pressure from the US”

...global mine production fell 1.1% during the first half of 2026...

While the holiday was created by unions in the 19th century, American workers are less organized by groups than they used to be.

One wonders how seriously Putin takes Trump's envoys...

EWZ call open interest just hit record highs. The Brazil FOMO is real.

We think we can defy history and we have the right candidates...

" ... real challenge right now is pricing, because memory costs have risen sharply." 

 

AI capability is accelerating/reinvigorating... but energy is objectively problematic, and inflation and rates are back in the game...

“Markets will be adjusting their positioning heading into the Fed’s blackout period. The risk is the Fed turning hawkish and that will be reflected in equities. Bond markets will remain nervy and we remain focused on fixed-income volatility.”

A survey of central banks found that 89 percent of respondents forecast global central bank gold reserves to rise over the year.

Online claims of the Nimitz-class aircraft carrier's demise were greatly exaggerated...

"A Democrat sweep is a threat to asset prices... challenging the K-shape wealth boom, AI capex boom, and stocks "too big to fail" Wall Street zeitgeist."

Atomic power improves its political standing in the Empire State…