...there is still a hawkish impulse for central banks, but the urgency to act is lower, and for the Fed and BoE who are still in restrictive territory sitting tight makes sense...

Ruling elites obsess over fictional family fantasies...

The company, Sharetronic Data Technology, quickly denied any connection to Super Micro and said it complies with all hardware purchasing regulations. However, newly surfaced records tell a more complicated story.

The US delegation, led by Vice President Vance, left US-Iran talks in Pakistan to return to the US without an agreement after 21 hours of talks.

France’s food delivery sector is overwhelmingly staffed by recently-arrived, predominantly African migrant workers, many of whom lack legal status...

Don't count on Greta to comment on climate; she's moved on to all things ... 

"without a radical acceleration in domestic manufacturing and grid integration, the digital expansion of the late 2020s risks stalling into a series of unfulfilled promises."

...consensus is "if you liked it before the conflict, you're going to love it now..." 

Pelosi immediately moved to protect him...

"I am deeply sorry for mistakes in judgment I’ve made in my past..."

But if loses reelection in Congress..."I should go back to the farm."

The largest AI-related stocks will drive more than 60% of Q1 EPS growth. Consensus estimates show NVDA and MU alone accounting for more than 50% of S&P 500 EPS growth this quarter.

Mexico stands to lose the most from the tax, with losses potentially totaling more than $1.5 billion per annum.

"geopolitics now driven by need to monopolize commodities… who owns the chips, rare earths, minerals, oil, wins the AI war."

The mega backdoor Roth strategy lets high earners contribute far more to Roth retirement savings through a 401(k).

The rerun of the 2008 script has never been clearer.

Here are the most interesting and market-moving charts (and reports) according to Goldman's own traders, collected from across the bank's trading desk this past week.

WTI opened up over 8%, topping $105; S&P -1%, dollar stronger, bitcoin down...