The meeting was the first in person since US forces removed Venezuelan dictator Nicolas Maduro in January...

While some countries are complying with the US order, China is clearly not...

"I feel that I'm on a desk that is particularly biased against Israel," a whistleblower said...

Energy Secretary Wright opposes blanket diesel export ban; Mixed reporting on whether US will go ahead with a temporary diesel export ban; Hotter-than-expected S&P Global Flash PMI; 2nd largest 5yr tail in history; Senior Iranian official reportedly says diplomacy with the US continues, however many differences remain; Fed's Barr says further rate hikes are likely needed to ensure a timely return to the 2% inflation target; BHP suspends operations at Escondida mine after an accident.

Fifty-seven percent of survey respondents listed "grocery prices, gas and household utilities" as the most salient issue...

...the agentic revolution is here, and the market is beginning to anticipate a pretty massive shift...

The 10-year just blew through 5.1%. Bond vol is stirring, but the VIX is still asleep. That gap is the trade.

...the so-called “reset” you have been hearing about for years is real.  It cannot be stopped, but it is an unfolding process right up until the very end...

"This storm will be a monster and will be lashing the coast for several days. Thank your lucky stars this isn't January..." 

Beijing is using AI to redirect international institutions for its own totalitarian purposes...

Kalshi responds...

...more borrowers opting for ARMs as "rates appear to be standing at a fork in the road,"...

"That camp has been swept aside by the political camp, which says, 'dammit, something has to happen.'"

That was very bad. 

...and these are the 'smartest guys in the room...'?

Michael Selig said tokenization could reshape financial markets as the CFTC and SEC continue advancing onchain initiatives despite the CLARITY Act setback...

"Worsening approval ratings weigh on Lula's prospects, reducing probability..."