President Trump told The Times of Israel that Iran was "going to destroy Israel and everything else around it"...

US staff draw down from Adana consulate, near NATO Incirlik air base...

...is this a gigantic US error or part of a plan. 

These are the key levels to watch...

Between 2023 and 2024, 38 percent of job growth in New York was from the home health and personal care aide category.

"If they can afford the price of oil at $200 per barrel ..." 

"We agreed on following the situation very closely..." 

the key economic data releases this week are the CPI report on Wednesday and the durable goods and core PCE reports on Friday. Fed officials are in a blackout period so no speeches this week. 

For US equities, the bigger risk is a sustained period of severe oil disruption that weighs on economic growth...

“I’ve been inundated with calls..."

"...expand deconversion capacity, strengthen domestic supply chains, and advance a more efficient fuel-cycle model that operates from the same location."

...awkward!

"This collaboration reflects what's possible globally..." 

Officers allegedly telling troops the mission is based on interpretations of biblical prophecies...

"The market is anticipating the worst-case scenario. The selloff is all about oil, it’s about the inflation that is deduced from it, it’s about the risk of stagflation."

...instinct is that once the dust settles this likely proves to be a buying opportunity for many of the assets people wanted but to own (EM/Asia). The difficulty is duration...