The world’s population is aging rapidly, with people aged 65 and older expected to account for nearly one fifth of the global population by 2060...

US Central Command said forces successfully completed a wave of strikes against Iranian military targets on September 1st.

At first glance, August was a solid month. There was no late-summer wobble of the sort seen in recent years, and the economic data remained strong. But underneath the surface, there was a lot of tension... 

These observations aren't predictions of doom. They're diagnostic markers, like checking the oil in a car or reading blood pressure. They tell us something about the current condition of the systems we navigate daily...

New York's largest cocaine bust in at least a decade...with the DEA indicating that the supply chain ultimately has cartel connections.

...stagflation fears are rising... and so are worries about a rate-spike... we're gonna need a bigger buyback boat!

"There's no one checking this, right? It's entirely the honor system, unless the Feds check it..."

The agreement would give the US producer operating rights to two major fields in the Orinoco Belt...

US and Iran exchanged strikes, while Trump warned if Iran responded, they will be ‘totally wiped out as a country’.

US launches fresh strikes in Iran; Iranian sources say response to US strikes will be extensive; Trump said if Iran respond, they'll be hit much harder; US ISM Mfg. PMI falls more than expected; US JOLTS rise less than anticipated; Two oil supertankers were reportedly hit by projectiles in the Strait of Hormuz; Fed's Barr said if inflation doesn't moderate soon, will be time for an interest rate hike; USTR Greer stated Canada may face additional tariffs; Bessent told Japanese officials that rate hikes are needed.

...the selloff is about more than Fed policy.

Stocks are experiencing headwinds from squeezed liquidity and tightening financial conditions...

September OpEx creates another potential technical reset, and the calendar is turning decisively back toward macro just as we enter the weakest seasonal window of the year...

Three Democratic Senate candidates and one House Democratic candidate have sued to block a rule allowing party committees to buy cheap TV airtime.

...resilience or the most well-advertised wall of worry in a generation...

"With investors favoring AI and technology-related plays in Hong Kong, Shein's appeal is relatively limited..." 

"It has felt a bit worse than that under the surface, given many of the historically..." 

...markets will chop to mid-month... before facing key catalysts in the worst two-week period of the year historically..

A miss, despite massive negative prior revisions, as well as huge drops in hires and quits, strongly suggests that the July negative jobs print is about to be followed by another negative print this Friday...