From Inflation Shock To Demand Destruction: 'Follow The Troops, Not The Tweets'
Valuations have adjusted to a point where the feedback loop from higher energy prices into weaker growth has become more material...
Valuations have adjusted to a point where the feedback loop from higher energy prices into weaker growth has become more material...
Trump: "Well, I think it'll [Hormuz] automatically open, but my attitude is, I’ve obliterated the country."
The suezmax Pola, which switched off its tracking system in the Persian Gulf on March 10, was detected again on Monday by the Automatic Identification System: it was located several thousand miles away.
Stock market breadth, by any measure, is at levels historically associated with significant forward returns for patient investors...
....tossing in a token “bonjour” and “merci” did not help.
Feels like the day of reckoning has arrived for memory...
"without the United States there is no NATO."
Things are going from bad to worse for Larry Ellison's tech giant.
Data centers, ports, refineries, and power infrastructure are also vulnerable. The list is endless.
The advisory outlined a 10–30 percent reward for whistleblowers with information leading to successful enforcement.
...more Iran war fallout.
The same class of cryptography secures banking systems, government communications and large parts of the internet...
"Might we conclude that the US government, understanding the demand destruction coming from elevated oil prices, could help alleviate the oil burden by passing a fiscal stimulus bill before the worst arrived?" - Morgan Stanley
"The First Amendment is no word game..."
“The longer the war in Iran lasts and the more destructive it becomes, the greater the risk of inflation will be. Consequently, the sooner and more decisively we’ll have to respond.”
"Are we back to running the 2022 playbook?"
In mainland China, retailers described the move as a "price collapse," with 16GB DDR5 modules falling...
This was a messy JOLTS report and aside from the now revised away January spike, it confirms that the US labor market continues to deteriorate slowly with every passing month.
