"If you're trying not to politicize the Fed, for the Fed chair to be sitting there, trying to put his thumb on the ⁠scale, is a real mistake."

The European Parliament is expected to ratify the Mercosur trade agreement today...

"Henry Hub on an absolute tear overnight! Front natural gas contracts hit a $4.95 high overnight, peaking..." 

"Over the past 24hrs the risk off sentiment has clearly exacerbated"

“Conciliatory remarks by Trump would surely improve the mood in markets but, in my view, wouldn’t trigger a strong rally unless yield curves come down.”

...markets should be far more open to upside inflation risks…elevated dispersion challenges the prevailing narrative of benign, linear disinflation…

... the European Union is “not taken completely seriously” by world leaders because of its “suicidal migration policy” and “nonsense climate goals”...

This is how big sell-offs start: tech fades first

"We found that ~14% of ASO stores are within 25 miles of the World Cup stadiums, compared to ~12% at DKS, while noting..." 

The site sits near key financial and communications infrastructure in central London...

VIX is just doing what it’s supposed to do.

"The shortfall is likely to persist over the medium to long term with a possibility of a non-recovery."

Apple just logged its longest losing streak in more than three years and crashed through key support. Yet, Goldman says fundamentals are fine, numbers will beat and that you should buy.

Any potential threat by Europe to sell its Treasuries in retaliation for President Donald Trump’s aim to annex Greenland is likely to be an empty one...

"Imagine if, in your country, thousands of people had been killed. Would you have the heart to go out dancing in a bar?"

“I know of no other country that makes things so expensive and difficult as Germany...”

Signs of an active war...

An end of the Ukraine war may have as devastating economic and political consequences for Europe...