"A Wild F**king Month..."

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HALO hot, crypto not... we haven't seen this seen 2008!


Credit Markets Finally Crack As Private Credit Contagion Infects Public Markets

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"a spike in private defaults could ripple across public markets, widening spreads and impairing liquidity."


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Before the 2024 election, we interviewed an analyst who was calling for Democratic outperformance despite the Polymarket forecast showing an insanely close race.

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Trump Orders Halt To 'Woke' Anthropic Technology Across All Federal Agencies

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Brave new world... 


Credit risk concerns and US/Iran tensions hits risk sentiment - Newsquawk US Market Wrap

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Trump says undecided on Iran, not happy with how they negotiate; US Core and Headline PPI comes in hot; Hotter-than-expected French and Spanish Prelim CPI, but Germany State CPI prints soft; PBoC to cut FX Risk Reserve Ratio for forward FX sales; NFLX walks away from WBD deal, PSKY wins.

'I Did Not Have Relations With That Man, Jeffrey Epstein': Bill Clinton Tries Ol' Lewinsky Trick On American Public

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Sure, Bill...



Top Nike Distributor Sounds Profit Alarm As BNP Says China Remains "Red Flag"

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"Its retail stores experienced a further slowdown in sales momentum, driven by sustained..."


Trump: "Maybe We'll Have A Friendly Takeover Of Cuba"

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"The Cuban government is talking with us. They're in a big deal of trouble, as you know. They have no money..." 


DOE Closes Massive $26 Billion Loan For Southern Co.

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Here comes more of those “Hundreds of Billions”...
 


Money Managers Are Buying Gold Again

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Elevated stagflation risks, following the US Admin's response to the Supreme Court ruling on IEEPA and a potential Middle East conflict, provided support...


Playbook For Iran Risk Boils Down To Disruption

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US military action on Iran would result in sudden-yet-tradeable risk aversion...


AI Takeover Complete: Data Center Construction Surpasses Office Construction For The First Time

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...a historical and very symbolic crossover which makes it clear that going forward machines, and not human workers will provide the bulk of US productivity


"Nothing Short Of Overwhelming": Goldman's Hedge Fund Honcho Lays Out 'A Directional Framework' For Markets

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...it’s a bull market, and the primary trend is higher, but S&P is a different asset today than it was in recent few years.


Biden Admin 'Invited' Fani Willis To Get Lucrative Grant While She Prosecuted Trump

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The arrangement came to light after Willis referenced the grant in December 2022 correspondence with DOJ Senior Advisor Scott Pestridge of the Office of Justice Programs...


Kristi Noem Says DHS Staffers Put Spyware On Her Phone And Laptop To Record Meetings

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“You wouldn’t even believe what I’ve found since I’ve been in this department...”


Here We Go Again: Billions Vaporized In Spectacular Private Credit Collapse

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Some MFS entities within the firm claimed in court filings that they were seeing "serious irregularities" and a "significant shortfall" in their collateral.


Brutal: Democrats Walked Straight Into This

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...devastating new ad exposes their refusal to stand for protecting Americans over illegals...


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Pakistan Declares 'All-Out War' Against Afghanistan, Hundreds Dead In Overnight Clashes With Taliban

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Rare Pakistani airstrikes on Kabul...


Credit Rarely Moves First Without a Reason

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Credit is whispering again.

Justice Department Sues 5 More States For Refusing To Provide Voter Rolls

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In total, the department has filed lawsuits against 29 states and the District of Columbia over voter roll access...


Iran Rejects US 'Excessive Demands' - But Next Talks Scheduled For Wednesday

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 White House demands enriched uranium be handed over to US...