Although half of the forecasting participants now expects to hike before the end of the year, it was only three months ago – and after the outbreak of the war – that the median participant still expected one cut in 2026

Adam Taggart to host Mark Newton (bull) and Jonathan Krinsky (bear) to predict where markets land at the start of 2027…

Preliminary ceasefire includes $300 billion private fund as some Saudi tankers resume crossing the Strait of Hormuz...

Excess liquidity (real money growth versus economic growth) is now negative and falling for the first time since 2021...

By establishing itself as a domestic source of HALEU, Centrus is helping address a critical bottleneck that has limited deployment of advanced nuclear technologies across the United States.

 "If this MoU is a TACO not a can-kicking exercise until November, it will “unravel geopolitics”, the US creating a power vacuum others will try to fill."  

" ... especially in light of recent advancements in AI models and agentic capabilities." 

That arrangement has always been in the minority, before now...

...paging Jussie Smollett?

Crisis averted? 

Hong Kong and India are currently importing more gold from Switzerland, the world’s largest exporter, than any other countries...

...but remain well off cycle highs.

“With the MOU now signed, there’s reason to believe that we may be close to or past peak inflation. The market will be able to concentrate on earnings again, like for Micron next week.”

“Basically [Musk's] gotten to the point where he can do almost anything he wishes...” 

The US could soon temporarily ban a central bank digital currency, as House and Senate leaders came to a deal on the 21st Century Road to Housing Act.