"Not Seen Since 2000...": Top Goldman Derivs Trader Says Equities 'Refuse To Price Any Panic'
...credit and bonds screaming, breadth at dot-com trough, sentiment in the shitter, positioning poor, but equity vol indifferent...
China isn't waiting for cheaper gold
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Jefferies Flags "Power Indicator" Of Soft iPhone 18 Demand In China
"The $400/500 price hikes may be too steep relative to consumers' perceived incremental value; and 2) Apple switched..."
China Stocks Sink To One-Year Low As Proposed US Curbs Hammer Optical Suppliers
"Zhongji Innolight fell 9% and Eoptolink dropped 8%, weighing on the broader technology space, as investors reacted..."
Bring Your Own Power Plant: Goldman Now Sees Behind-The-Meter Powering 25% Of All Data Centers By 2030
"Power availability is becoming one of the defining constraints on the continued expansion of AI infrastructure..."
It's A 'McDisaster'
Brothers Richard and Maurice McDonald would turn in their graves after seeing the implosion of the QSR Big Mac chain...
"Looking To Do Big Damage": Trump Says Suspected UK Airbase Plotters Had Been Under Surveillance
" ... group of Middle Eastern-looking young guys run off through the trees" in the direction of the air base wearing masks.
Iran's delegation reportedly has no plans for talks with the US; crude benchmarks gain, lifting yields - Newsquawk US Market Open
- US President Trump said he rejected a deal from Iran to open the Strait of Hormuz, while he stated Iran wants to make a deal in which they open the strait immediately.
Boat Migrants Who Have Entered Britain Now Outnumber Its Soldiers
It's an army...
US Teen Mental Health Is Finally Improving After COVID Crisis
...but girls are struggling mentally at a much higher rate than boys
Netherlands Pushes To Scrap EU Gas Storage Mandate After $1.14 Billion Bill
The price spike and the concern about near-term supply have deepened the backwardation structure of European gas prices...
Stocks At Record Highs, Breadth At Dot-Com Lows: Something Has To Give
Silver Is Backed Up For Months. Here's Why
Silver's backlog and gold's collateral role...
A World Turned Upside Down
Can civilizations pull together the fragments of older insights and knowing to give the context by which to make moral discourse intelligible again?
These Are The Countries Importing The Most Military Drones
Two countries at war with each other account for more than nine in ten of the military drones that crossed borders over the past four years...
Trump rejects Iran deal but expects talks to resume this week; crude, yields and dollar rise - Newsquawk EU Market Open
- US President Trump said he rejected a deal from Iran to open the Strait of Hormuz, while he stated Iran wants to make a deal in which they open the strait immediately.
- US President Trump said he expects talks with Iran to resume this week even though he rejected Iran’s latest proposal.
- Iran's delegation in New York has no plans for talks with the US, according to a source close to the delegation cited by IRNA.
- Crude futures were lifted at the open; 10yr UST futures declined with yields higher acros

Italian Energy Giant Eni Caps Fuel Prices As Refining Crunch Drives Costs Higher
The measure will initially remain in place for 30 days and could be extended through the end of 2026...
China's Consumer Shares Face Lost Decade On AI
Under the shadow of Beijing’s single-minded focus on artificial intelligence, China’s consumer stocks are trapped in a lost decade.
Never Trust Uncle Sam On Drugs
Hard facts can rarely compete with massive national campaigns...
The Strange Case Of NAC: The Supplement The FDA Says Isn't One
The eye of Sauron is alive and well...
























