Fund Seen As "First Domino In Private Credit Bank Run" Hit With Over 7% In Redemptions

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"We would not be surprised if Cliffwater is the canary in the coal mine and will be the first domino in the “bank run” we foresee." - Rosen Capital


IEA Proposes Largest Ever Oil Stockpile Release... There Is Just One Big Problem

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Even the most aggressive SPR release rate would be far too low to materially ease a 16 mbd shortfall and would likely provide only initial relief...


Everyone Long Energy — Now What?

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Retail is all-in on XLE.

Seniors Hit With Billions In Extra Premiums From Medicare Overpayments: Report

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Among the biggest players in the business are UnitedHealth Group, Humana and Elevance Health.


IEA set to announce oil reserve recommendation; DXY flat heading into CPI - Newsquawk US Market Open

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The IEA has proposed the largest ever release of oil from its strategic reserves, with Bloomberg reporting around 300-400mln barrels to be released. 


Oil 'Risk' Remains High As Deep Uncertainty Still Surrounds Iran War

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Even after the sharp pullback from Monday’s highs in Asia trading, oil options are still pricing in large daily moves and call skew is highly elevated...


It Ain't Over Till the Fat Derivatives Lady Sings

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Short put delta positioning in the S&P 500 is now at historical extremes.

Trump Threatens 'Unprecedented Military Consequences' As Iran Reportedly Starts Mining The Strait Of Hormuz

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Trump responds: Military consequences to Iran will be at a level never seen before...


Are Bad Bots Taking Over The Web?

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The share of global web traffic generated by humans is shrinking, while bot activity is on the rise... 


The Global Elites Lose Again

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Germany’s Alternative für Deutschland keeps surging ahead. Border control and sane energy policy may be in Europe’s future after all...


How Europe's Economic 'Center Of Gravity' Has Shifted Since 1950

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Europe’s economic “center of gravity” has shifted steadily east since 1950, moving from Cologne toward Munich...


European Parliament Committee Backs Tougher Asylum Return Rules In Right-Wing Migration Win

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Lawmakers from the Socialists and Democrats, Renew Europe, the Greens, and the Left opposed the measure...


Crude choppy on Hormuz updates; Potential IEA decision and US CPI awaits - Newsquawk EU Market Open

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APAC stocks traded higher as the recent easing of oil prices helped the region shrug off the lacklustre lead from Wall Street and reports of Iran beginning to lay mines in the Strait of Hormuz.

Dozens Of Oil Tankers Divert To Red Sea As Saudis Reroute Crude Flows From Hormuz Chokepoint

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"It's all building on the repositioning of tankers from the east to the west."

 


European Taxpayers Warn Against Eurobonds: A Looming Fiscal Trap

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Given the precarious economic situation and the ever-rising national debts, the European Commission is pushing for a consolidation of debt issuance under Brussels’ control. The European Taxpayers’ Association is now warning against this increasing centralization of fiscal power.


We Must Invest In Civics For America's 250th

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Civic education should matter to every American.


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$330 Million In U.S. Reaper Drones Suffer Grim Fate In Operation Epic Fury

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"Footage from on the ground near the Southern..." 


ADHD May Not Be A Disorder After All

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Some experts argue modern classrooms and rigid expectations could be a mismatch for the way some brains are wired. 


Trump Willing To Kill New Ayatollah If He Doesn't Cede To US Demands

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Avalanche of conflicting words & reports concerning the younger Khamenei...


Why Fusion Energy Needs To Be American Born - Now More Than Ever

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The enormous potential of nuclear fusion has the president's attention...