JPMorgan Is Bank Behind The Repo Crisis And The Fed's Decision To Launch QE Lite... Again

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"the scale of JPMorgan’s withdrawals was so large as to offset the movement of cash in and out of the Fed by all of the rest of America’s 4,000-plus banks..."


Four Days Later: Brown University Shooter Still At Large As Bizarre Anomalies Mount In Investigation

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"We STILL don't know what the shooter yelled, eyewitness accounts DON'T LINE UP, and the "random attack" claim is looking VERY shaky..."


Data-Center Drama Wrecks Tech; Silver Soars Amid Crypto Chaos

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...the market no longer has the same automatic 'buy the dip' cushion on AI exceptionalism it enjoyed earlier in the year


AI Won't End Marketing, It Will Elevate It To Its Full Potential

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This isn’t some abstract idea – it's becoming reality...


US stocks declined on further tech-related headwinds - Newsquawk Asia-Pac Market Open

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Tech stocks were sold following reports that Oracle's Michigan data centre deal is in limbo after funding talks with Blue Owl stalled, while chip names were also weighed on by China competition concerns.

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Uniformed Armed Guards Spotted On Russian 'Shadow Fleet' Vessels Off Europe

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Sweden's navy expresses alarm...


From Sexy To Soggy: SOX Is Breaking At The Worst Possible Time

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Hedge fund positioning in North American semis got back to peak levels just in time for the biggest SOX puke in a very long time.

Vance Fires Back At Media Smear: "I Only Believe In The Conspiracy Theories That Are True"

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Flips the script on fake-news peddlers...


Where Did Global Warming Go? US East Sees Snowiest Start In Nearly Two Decades

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"Snowfall has been two to five times the season-to-date average in a zone from Iowa to the Mid-Atlantic coast." 


It's Affordability, Stupid?

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Trump’s critics cry “affordability,” but voters remember who sparked the price surge... and who’s now trying to clean it up...


Goldman's Case For Falling Tariffs As Midterms Loom

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Legal uncertainty, trade negotiations and sector exemptions are expected to outweigh new tariff actions before the election.


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Fed's Waller continues to argue for moderate rate cuts amid job environment; Trump designates Venezuela as terrorist organisation, ordering a total and complete blockade of sanctioned oil tankers entering & leaving Venezuela; US reportedly readies Russian energy sanctions if it rejects Ukraine peace deal; Soft UK CPI; ORCL $10B Michigan data centre funding talks stall; Chinese researchers said to have complete a working EUV prototype; EIA crude stocks draw more than expected; STLD & NUE cut next Q EPS outlook.

Wall Street's $4 Quadrillion Backbone To Roll-Out Tokenized US Treasuries

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The SEC gave DTCC the green light to launch a tokenization service last week, and the company will be starting by minting US Treasurys on Canton...


DOD Flirting With Aviation Disaster: 2nd Near-Collision With USAF Tanker Off Venezuela

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DOD's sloppy execution of Trump's militarism threatens mass loss of innocent Americans


Gavin Newsom Singles Out CZ, Ross Ulbricht, Arthur Hayes As Trump's "Criminal Cronies"

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The California governor has launched a new website taking aim at Trump’s presidential pardons, including those of crypto figures...


Ford To Lay Off 1,600 Workers As Kentucky EV Battery Plant Pivots To Data Center Storage

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Industry analysts say the problem goes deeper than demand...


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Trump Admin Demands Tim Walz's Resignation After Another Fraud Discovery

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The letter comes as Walz faces scrutiny for failing to stop the theft of more than $1 billion in COVID-19-related relief funds since 2020...


Goldman: What's Next For Crypto?

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Heading into 2026, the liquidity backdrop appears to be constructive...


Shell Oil Sued Over "Causing Typhoon" In Philippines In Major Test Case

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It claims financial compensation as well as “injunctive relief to curb Shell’s destructive activities”...


Solid 20Y Auction Stops Through After Jump In Foreign Demand

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Overall, this was a solid auction, which is what one would expected today, and while yields moved lower by about a basis point on the news, the reaction was to be expected. The big question is what happens to both issuance and yields if and when the AI trade continues to blow up.