'Upside Oil Price Risk' Remains As Goldman's Hormuz Price Scenarios Suggest 'Low Flows For Longer'

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...because of risks of a delay to our assumption of a gradual 28-day normalization in Strait of Hormuz (SoH) flows from this week onwards.


IRGC Says Iran, Not US, Will Determine War's End As Trump Threatens Strikes '20 Times Harder' If Hormuz Transit Blocked

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Hegseth vows in fresh briefing to "permanently deny Iran nuclear weapons forever."


US Existing Home Sales Bounced In February As Mortgage Rates Tumbled

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“Housing affordability is improving, and consumers are responding,”


89 Arrested In Florida Human Trafficking Operation, Sheriff's Office Says

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The suspects arrested allegedly believed they were communicating with underage victims...


More Pain Ahead: CTAs "Sellers In Every Scenario" As Lack Of Liquidation Flush Keeps Biggest Traders On Edge

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"Sell estimates over the next week are some of the largest we have seen" - Goldman



After 144 Years In New Jersey, Exxon Asks Shareholders To Back Texas Move To Cut Litigation Risks

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"The Texas Redomiciliation may reduce the risk of future frivolous litigation against the Texas Corporation and its directors and officers." 


ADP Signals Best Job Gains In Almost 4 Months, As BLS Payrolls Plunged

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...according to ADP, private employers added the most jobs last week since Thanksgiving.


Futures Slide, Reversing Overnight Gains As "Off-Ramp Optimism" Fades

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“The war in Iran is not over and can intensify again at any moment. Any gains will remain limited until there are clear signs of an end to hostilities in the Gulf and shipping through the Strait of Hormuz improves again.”


"I'd Be Fading This Rally" - Top Goldman Trader Warns 'Larger Issues Remain' Than Iran

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Markets create outcomes, not the other way around...


Diversity Wars: Pro-Palestine Watermelon Mural Triggers Black Community In Richmond

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Activists’ ‘solidarity’ stunt backfires...


As Trade Growth Surged, Goldman's One-Delta Desk-Head Asks "Is China Done Exporting Deflation?"

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Trade flows show China is becoming less reliant on the US market... builds 120-day oil 'shock shield'


Crude: The New Meme Stock?

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People Who Had Never Heard Of USO Are Now Long.

Anthropic Sues Pentagon Over 'Supply-Chain Risk' Designation As White House Preps EO To Disentangle

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That puts “millions, possibly billions, of dollars at risk,” Anthropic stated...


Record Childhood Obesity Surge Puts MAHA Health Goals In Focus

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Researchers say improving school meals will require additional funding, trained staff and better kitchen equipment so schools can prepare more fresh food.


More Charts From The Software Panic & Bounce

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A look at the recent drawdown, valuations, and concentration across the software sector as the AI disruption debate intensifies.

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US President Trump said it's going to be ended soon, and if it starts up again, Iran will be hit harder, while he responded 'no, but soon', when asked if the war will be done this week.

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UK Govt Plots Another X Shutdown Over Grok's "Offensive" Roasts

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Starmer seizes on AI-generated jabs at religions and football tragedies to renew censorship push...


Trump Threatens Harder Strikes If Iran Hits Global Oil Supply, Pledges US 'Excursion' Nearly Complete

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Trump refuses to say if new Ayatollah has a target on his back when pressed by reporter...


Goldman: "Structural Supply Crunch" In Memory To Squeeze PC Supply

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"As of March 2026, we expect PC unit shipments at DELL and HPQ will be down..." 


Sheikhspeare

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"Shakespeare’s plays bear the unmistakeable imprint of a Persian-educated, Indian-heritage, Arabic-speaking scholar... "