US inflation expectations, however, remain complacent...

"Cuba is at the end of the line."

Public opinion is shifting... and they want action...

Bulls are prioritizing cash before re-engaging for the next leg higher in gold...

...they now assume 21 days (vs. 10 days prior) of low Strait of Hormuz oil (SoH) flows at 10% of normal levels

The Justice Department says state rules violate the federal fuel economy law, which would drive up car prices nationwide...

...a “targeted act of violence against the Jewish community.”

The provision banning the Fedfrom issuing a central bank digital currency was included in housing affordability legislation...

Amidst all of the smoke, feedback loops, and endless rounds of game theory...

"US is fighting a kinetic battle in Iran. Iran is at war with the SPX..."

The world’s most important hydrocarbon chokepoint has – for now, at least – become an Iranian toll road. Is this acceptable to the United States, or broader Western civilization? Almost certainly not.

Ongoing confused & mixed messaging from EU & Washington...

The underlying dynamics in the stock market are becoming more unstable, increasing the likelihood of bigger swings in prices with a downwards bias...

Today's JOLTs report was unexpectedly strong and should put to rest some of the fears sparked by last Friday's catastrophic jobs report.

However, Pentagon insists it was not enemy or friendly fire...

...exposing the structural fragility at the heart of the alternative investment complex.