Mission Accomplished? S&P Retraces All Iran Losses; Big-Tech, Bonds, Bitcoin, & Bullion All Bid
"...everyone's under-risked and chasing..."
"...everyone's under-risked and chasing..."
Mediators scrambling for another round of talks as Tehran offers only 5-year nuclear moratorium...
CTAs will buy $83.5bn of global equities over 1 week in a flat tape, of which $43bn is US Equities, "this is a +4 standard deviations move"
A lot of it belongs to his wife, heiress Jane Lauder...
"...there’s been a lot of debate around AI’s impact on terminal multiples… and while some of the recent price action looked like maybe a re-grossing/momentum overshoot, the broader point still stands."
"It does cause a few weeks of dislocation to the American economy..."
...this move will soon enable the company to establish a processing operation in Europe capable of supplying both European and Asian markets.
With expiration tomorrow, traders are not looking weeks ahead - it's: "just squash vol into tomorrow AM"...
"Demand destruction will spread as scarcity and higher prices persist."
MOMO MIA! Here we go again...
Boasberg loses one...
China's difficulties begin in the Strait of Hormuz, but they peak at Malacca...
Aircraft carrier USS George H.W. Bush (CVN-77) is operating off the coast of Namibia, as it sails around the African continent and is set to join a growing naval force in the Arabian Sea amid a U.S. blockade of the Strait of Hormuz, USNI News has learned.
Mamdani pledged that these will be “stores where prices are fair..."
...it usually takes about three weeks (15 trading days) for markets to bottom after a geopolitical shock, followed by another 3-4 weeks to recover those losses...
“These estimates imply that DEI promotion has led to inefficient management, raising the cost of doing business,”
"We oppose... malicious association."
Buybacks have been an anchor for US equities in recent years, providing a constant bid and keeping a lid on volatility. That’s about to change...
