US and Chinese officials began talks in New York to prepare for the Trump-Xi summit, PBoC maintained benchmark LPRs, and Iranian officials conveyed their conditions to mediators for re-engaging in negotiations.

"What matters now is execution – bringing new supply into a market that badly needs it." 

Comes after Trump abruptly cut short a weekend Camp David visit...

...convert the planned 250-foot-tall memorial arch "into a top grade Military Complex/Triumphal Arch, to house, store, and have the rapid ability to use large numbers of drones, plus Snipers..."

This tech cohort is cheap, underowned — and finally showing signs of a pulse.

"We must resist any effort to memorialize him or turn him into an icon..."

The path for energy prices (and stocks) and rates (globally) is higher. The news flow has not been positive this weekend, and it is difficult to see that changing quickly as Trump seems to be focused on dealing with Iran from a “stronger” position after the midterms

"High diesel prices ARE KILLING FARMERS' INCOME."

To us, this shift looks less like a new tightening regime than a recalibration to keep the disinflation process on track.

Four people were detained during an investigation spanning Illinois, Kentucky and Ohio.

America’s consumer increasingly runs on stocks. Stocks increasingly run on AI. And AI is coming for the people who own them.

Jensen Huang thinks Washington should keep its hands off AI. Convenient, considering Nvidia is selling the shovels for the AI gold rush...

" ... but we're watching this for those using spot rates and as a potential headwind for 2027." 

A 605% surge in bureau AI thwarted threats in North Carolina and half a dozen other states...

The geothermal boom is attracting a familiar cast from the oil patch…

The Fed can raise the price of money. It cannot lower the price of a war. Size the portfolio for the difference...

The existing truce expires on November 10...

The financial crisis demonstrated how regulations can produce dangerous incentives - and how discretionary intervention can magnify uncertainty. 18 years later, policymakers remain tempted by both...