markets
A new report from Decodo, which analyzed more than 1.5 million data points across 120 global eCommerce retailers, reveals which companies are changing prices most often — and when shoppers are most likely to find a deal.
...biggest weekly spike in oil prices...ever!
The trade ultimately becomes a call on the duration of the Iran conflict, which is the primary reason for the higher correlation...
"While net oil exporters are likely to see their external payment metrics benefit from higher oil prices, net importers are likely to suffer some external weakness..."
The private credit firesale begins as Blackrock just did what Blue Owl and BlackStone so desperately tried to avoid...
"The two sides are still negotiating the specifics of the announcement..."
Arguably the biggest accomplishment of the Trump administration was nothing more than statistics fake news.
...a dynamic worth paying attention to long before it becomes a problem.
In our nonfarm payrolls preview, we quoted JPMorgan's Market Intel desk which said that "for this print, the stronger the better", which by implication means that a poor number would be bad. By that logic, the payrolls report couldn't be any worse...
The tension between [severe imminent disruption and a subsequent forced settlement] is becoming central to how markets are framing the situation...
Overall, investors look relatively sanguine about the risks of a long-lasting disruption to world trade...
Non-store (online) retailers saw sales surge MoM...
"This is an anxiety not only about how long the conflict goes on, but what kind of effect it’s going to have on the mix between growth and inflation"

By day 8 of the conflict, there would be roughly 3.3 mbd of shut‑ins, rising to 3.8 mbd around day 15 and 4.7 mbd by day 18. We are now in day 5...
He recently followed through by buying about $15.3 million of Berkshire stock...
"A weaker number will increase rate cut expectations, but the risk is stagflation in the near-term given the expected increase in inflation."








































