Rage virus?

Most banks spend the night before their earnings call polishing the NII slide and fudging the reserve release calculations. Bank of America will be spending it reading a Treasury press release about itself.

A "five-act performative play of House hearings..."

Israel has raised its alert level as Tehran threatens to strike U.S.-linked technology infrastructure across the region if attacked again.

US Q3 earnings season got underway and has been a mixed bag so far, although JPM, GS, WFC, JNJ, and C all saw losses.

The spending marks a reversal from May 2025...

"The scale of the violence has multiplied, with police stations and vehicles set ablaze."

 

Suggests the Trump admin may be cutting off intelligence...

"She has been a wonderful asset to the team, and we wish her well..."

Justices agreed to hear an appeal in a case involving a man who a judge determined provided material support for a terrorist group...

Tech longs under pressure. Bond shorts at risk. The next big positioning shock is brewing.

Reuters confirming administrative center for the Saudi oil industry targeted...

It's beginning to look like maybe James Talarico was not the best candidate the party could come up with. But then, look at who he beat in the primary election: Jasmine Crockett...

Fed's Williams sees one more interest-rate hike as appropriate this year & no need for rate hike in 2027; US Existing Home Sales rise in September; Saudi Arabia told OPEC crude production rose 34% in September; BoJ is reportedly to lean back against back-to-back hikes in October; Mixed US bank earnings; Reports of Saudi Aramco HQ hit; Netanyahu & Trump spoke last week about renewing the war on Iran, before Trump said he wouldn't hit Iran before the midterms.

Major carriers like Air France reported to quietly conform...

JPM and Goldman will finance the AI boom; they just won't own it...

Hyperscalers are pushing back on how much of the grid's bill is theirs to pay…