About 42 million barrels of Iranian crude are now sitting on Iranian tankers, many of these old vessels, in the Middle East, a 65% surge compared to the beginning of the war, per Kpler estimates cited by FT.

Excess liquidity has started to fall as inflation accelerates, leaving the highly crowded semiconductor sector most exposed to a decline...

This strengthens its perception that the fear in the US & the Gulf of the consequences of renewing the campaign outweighs the fear in Iran.

“When public health comes under attack by an anti-science administration, New York fights back...”

"It is a great time to be a compliant trucker in America."

“Unfortunately, Canada has failed to make credible progress on its defense commitments..."

... accounting for roughly two-thirds of global mine production. 

The high court said vote-dilution claims against Mississippi and North Dakota need to be reexamined after its recent landmark redistricting ruling...

Meanwhile, NATO mulling near-future Hormuz Strait deployment...

Yes, a company most people associate with buying last minute wedding gifts and wandering through perfume fog thick enough to qualify as weather...

...equity market may be vulnerable to a potential flow-of-funds unwind in the short term.

The 30Y is now some 20bps above what Michael Hartnett warned is the "door of doom"...

"Sharp Momentum rallies that have occurred with the S&P 500 at or near a high have generally preceded weaker subsequent equity market returns. These episodes included mid-1998, late 1999, and late 2021." - Ben Snider, Goldman Sachs

AI sales agents push mass unemployment fears...

“Buyers are coming out with cautious optimism despite increasing economic uncertainty and a slight rise in mortgage rates,”