Rates say no, equities say maybe—but relentless foreign buying and record transaction share scream one thing: the USD isn’t falling anytime soon.

There are five G10 central bank meetings scheduled this week and not a single policy move is expected between them...

...to bring attention to the Trump admin’s handling of glyphosate and alleged health hazards stemming from use of the chemical.

With central bank meetings for every G7 country this week, alongside 42% of the S&P 500 reporting earnings, it's shaping up to be a blockbuster week. US eco data releases include the employment cost index, advance Q1 GDP, and core PCE reports on Thursday.

They have made it very clear that the current investigation is completely and fully ended...

Starmer said Mandelson "lied repeatedly" about the extent of the relationship...

You’re either in the AI supply chain…or you’re not participating...

Microsoft and OpenAI announced an "amended agreement to simplify our partnership and the way we work together, grounded in flexibility, certainty and a focus on delivering the benefits of AI broadly."

A bitter feud between the tech billionaires stems from allegations that Altman betrayed the company’s nonprofit mission...

"Every AI company is out here chasing profits… so why does ..."

Equities & oil / rates are focused on different things... for now...

“Markets are looking for a new narrative and are jumping back to the AI boom for now. However, most investors seem to be guided by uncertainty and are still assessing the fallout from the Iran war. This could mean that a new macro story will emerge soon.”

Lebanese president blames Hezbollah for dragging nation into war "to serve foreign interests"...

60x P/E… you’re paying for perfection.

"prohibit foreign investment" ... 

Frontier and Avelo... 

"US equities saw the largest notional de-grossing in 7 months... Info Tech which saw the largest weekly % de-grossing activity since July 2024 (3rd largest in the last 5 years)" - Goldman Prime

This isn’t leadership… it’s forced buying