If Treasuries pay 5%, why is anyone still buying gold?

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Last week, the 10-year U.S. Treasury yield touched 5.3%, its highest level since 2002.

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The Madness Of James Talarico

Whether Talarico spent two weeks at the funny farm or not, his record tells us everything we need to know about his mental state...


Stocks mixed with tech hit on China memory competition - Newsquawk US Market Wrap

REAR VIEW: Saudi Energy Ministry expects it will take 2-3 years to increase oil pipeline capacity to 10mln BPD; SBUX said it is not buying CMG; LVMH earnings underwhelm; Fed's Hammack strikes usual hawkish tone; Trump announced an agreement with Putin to lift sanctions on Russian diesel exports; Houthis struck Riyadh airport & Trump reportedly considered joining the Saudis in striking the Houthis.

The Oil Squeeze Nobody Is Pricing

Crude is nearing a major breakout, yet implied volatility remains depressed. The market is pricing downside fear, not upside squeeze risk. Cheap upside optionality looks attractive.
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