"In October alone, we are seeing orders from Apple reducing by 15% to 20% for both the premium models; we don't know how things would..." 

Nearly two-thirds of crude production in the US Gulf is already shut in. 

"We believe a 'someday' Starlink Mobile network is not priced into telecom stocks..." 

The King may have no clothes, but he has cops...

"Antofagasta is facing its first-ever strike at the Centinela copper mine in Chile, set to begin this morning... "

A spread can be historically wide and still offer inadequate compensation for what lies ahead...

• A US military source told Al-Hadath that US forces received orders to mobilise last Sunday and that thousands of missiles have been replaced and sent to forces.
• Diplomatic sources said US-Iran negotiations and exchanges of messages have continued since the Iranian delegation returned from New York, while the Iranian President said they are compiling proposals.
• US equity futures helped by the more constructive geopolitical tone; Telecoms suffer following the SpaceX acquisition.
• DXY flat; NOK softer

...nobody expects silver to move much, and the few who do expect it to move lower. That is a combination that tends to precede the opposite...

FM on Mecca Pact: "This is not an offensive agreement."

Heavy blasts reported in southern Strait of Hormuz...

"The incursion will deepen scrutiny of the security at airbases in Britain that are used by US forces, as the UK warns of an escalation in sabotage..." 

"OpenAI's chips are named Jalapeño and Serrano, the AI bill to buy them tops $50 billion, and junk-rated CCC spreads just closed at 998bp."

“Nord Stream 1, and probably Nord Stream 2 as well, will be relaunched. Russian gas will flow to the West," said Grzegorz Braun after a meeting with the AfD party.

Nearly all went to a single war...

Creepy^2

...latent threat that this bloc could pose as a result of Turkiye's rivalry with Russia.