Trump Talk & 'Thucydides Trap' Threat Triggers Market Mayhem Overnight
“They need the Strait more than we need it open, we don’t, we don’t need it at all,”
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"$187 Billion Into The Sell Vortex": Nomura's McElligott Models What The Brutal Reversal Of The Rally Will Look Like
"Buyers are higher... but the bigger they come, they harder they fall."
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Oil's Inventory Cushion Will Run Thin This Summer
The oil market will have to acknowledge that Hormuz is no longer just a price shock. It’s increasingly a physical-balances problem...
PremiumStocks hit as Yields/Energy firm on renewed fears of US-Iran conflict resumption - Newsquawk US Market Open
US President Trump said it's just a question of time regarding Iran, but added that he is not going to be much more patient with Iran.
NS"Pushed Into Poverty": Somalia’s Currency Crisis Leaves Traders Holding Worthless Cash
“It’s like we went bankrupt overnight.”
Risk sentiment hit on US/Iran conflict resumption fears, DXY bid, Antipodeans and Sterling lag - Newsquawk EU Market Open
US President Trump said it's just a question of time regarding Iran, but added that he is not going to be much more patient with Iran.
NSTrump's Beijing Trip Triggers Bid For Big-Tech, Bitcoin, Black Gold, & The Buck; Boeing & Bullion Bruised
Cisco reignites AI/Semis, Consumer looks strong, Crude unmoved by Beijing benevolence, and Better Breadth...
PremiumUS stocks gained on tech strength and constructive headlines from the Trump/Xi summit - Newsquawk Daily Asia-Pac Market Open
US reportedly approved around 10 Chinese firms to buy NVIDIA H200 chips, and approved buyers included Alibaba, ByteDance, Tencent and JD.com.
NSCommunist Mamdani's Latest Redistribution Scheme: Tax On All New York Homes Over $1 Million Bought With Cash
“New Yorkers are already the most heavily taxed residents in the country, and the city’s budget issues will not be solved by more taxes”
Tech sends equities higher as Trump/Xi summit appears constructive - Newsquawk US Market Wrap
REAR VIEW: Trump/Xi sees constructive tone; Saudi Arabia floats Middle Eastern non-aggression pact with Iran; Jobless claims tick higher, but echo a consistent labour market; Import/export prices jump; In line retail sales but stronger internals; Hawkish comments from BoJ's Masu; Solid UK GDP report; UK PM Starmer pressure intensifies as Streeting resigns; NVDA reportedly to sell H200 chips to Chinese firms, but Bessent pushes back; Stellar CSCO earnings.
NSZelenskyy's Former Right-Hand Man Yermak Arrested In $10.5 Million Money Laundering Scheme
Yermak rose from a film producer and diplomat to become Zelenskyy’s chief of staff...
'Compartmentalize & Move On' Is The Current Market Mantra, But Goldman Partner Asks 'What If?...'
This market's ability to compartmentalize and ignore is second to none...
PremiumCable Crashes As Burnham Signals Challenge To UK PM Starmer
“Nothing short of urgent, radical, courageous reform will make a difference...”
Goldman's Desk Reveals What Will End The Market's Endless Gamma Squeeze, And How To Trade It
"...any rotation out of Nvidia or Apple would materially impair index performance given the absence of breadth support from the remaining constituents..."
PremiumTrucking Stocks Tumble As Supreme Court Ruling Risks "Extinction Event" For Freight Brokers
"A bomb has dropped on the criminal freight brokers!"
Are Markets F***ed? Collum And Pomboy To Address Everything Bubble
AI, semis, private credit… is anything not a bubble?
This Hasn't Happened Since The Peak Of The DotCom Bubble; Goldman One-Delta Desk-Head Warns 'Rates Remain The Bogeyman'
Historically sustained bond weakness has rarely been a positive signal for equities...
PremiumHistorically, This Has Signaled A Short-Term Pullback; Goldman Flows Guru Suggests Hedging
In the vol market, the correlation between NDX spot and vol has completely broken down...
PremiumGundlach's Bond Coupon Cut Is No Match For Inflation
There is no doubt the US has a fiscal problem. That has prompted fund manager Jeffrey Gundlach to position for a fiat reduction in the coupons of outstanding Treasury debt...
PremiumToday's Soap Operas – Coronation Streeting, Eastenders, And Succession
Drama everywhere