Aerial war clearly escalates to full-on Israeli effort to overthrow the Iranian government...

The flow picture continues to be one of non-economic players providing less support (see outflows from Equity Mutual funds, CTA buying reduced to a trickle, and reduced Buyback pace) while fundamental players are mixed.

"Trump Mobile is going to change the game, we're building..." 

California, Washington state, and Oregon differ from the updated CDC guidance regarding COVID-19 vaccination for pregnant women...

“This isn’t just dollar weakness, it’s confidence erosion,”

While anything can still happen while the fighting continues, the optimistic narrative seems plausible and is very positive...

"About 30 US Air Force aircraft, mostly KC-46A Pegasus..." 

"The way speculators play it is to buy whatever calls are on the screen as fast as possible with no regard for how much they are paying...”

Key events this week will be the FOMC meeting on Wednesday, the BOJ on Tuesday, the BOE on Thuesday, retail sales and import prices reports on Tuesday, which coincides with the Juneteenth holiday in the US.

"The glitches — which have affected oil tankers, cargo ships, tugs and fishing..." 

Everyone is finding out who are real America First/MAGA & who were fake...

Canada has outlined three key priorities for this year’s summit...

“Markets are riding strong momentum. The mood overall is still very much about buying the dip.”

...in her out-loud voice!

Across the U.S., major urban centers are experiencing significant land subsidence, a.k.a the sinking of land...

Israel’s recent military strike on Iran’s nuclear capabilities and the main artery of its energy sector has reshuffled the regional deck. For Europe, the attack could signal the onset of an energy policy disaster.

Iran military official warns Israel will 'not be habitable' soon...