The Trump administration "is aware, monitoring the outbreak, and assessing options." 

“The equity market is repricing the earnings power of a technology cycle that comes along once in a generation. In normal times, the forces driving bonds would be expected to eventually spill over into stocks. But these are not normal times.”

"While operational security precluded us from confirming the movement of our assets and forces in real-time, we can acknowledge now that..." 

Saudi Aramco CEO: Brent crude prices would have reached up to $200 per barrel if East-West pipeline did not exist.

...narrow is a feature, not a bug of equity's ext leg higher... but rates-pain is spilling over...

The deeper story is indeed more complicated...

Seven months into the war, the Iran story has settled into a familiar loop: Tehran sets conditions, Washington rejects them, a tanker catches fire, oil stays at $100, repeat. This weekend, though, felt different. Nearly every piece of the puzzle moved at once.

Another $4 billion heading toward America’s nuclear fleet…

"Over the last month, we have seen a rapid decline in conviction and sentiment, despite the S&P 500 being less than a percent from its highs and Nasdaq accelerating to new highs."

Gas above €80 per megawatt hour has made coal cheaper than gas for power in Europe, and analysts say that could last until March 2028...

• A US official told Semafor that there is a real possibility that Iran may want to inflict some pain on US President Trump before the midterms, and that Iran may do something in the next couple of weeks.
• Yemen's government launched a campaign against the Houthis, recapturing the Bab al-Mandeb Strait.
• Spanish PM Sanchez called for an early election after the government failed to pass a housing bill through the Spanish Congress.
• Energy benchmarks fall, with price action choppy after reports that Saudi

Nurse practitioners are projected to grow 41% by 2035, the fastest rate among the occupations shown...

Attempted murder probe opened after a plainclothes intelligence chief is hunted down...

"EV market coverage, by our estimation, will grow substantially in the next couple of years by existing players."

With the G7 states’ decision on Friday to release 100 million barrels of oil products from their reserves, one thing has become clear: Brussels, Berlin and Paris are operating with a very short lever.

Average annual Everest summits rose from about 100 in 1995-1999 to about 720 in 2021-2025...