"Sell estimates over the next week are some of the largest we have seen" - Goldman

"The Texas Redomiciliation may reduce the risk of future frivolous litigation against the Texas Corporation and its directors and officers." 

“The war in Iran is not over and can intensify again at any moment. Any gains will remain limited until there are clear signs of an end to hostilities in the Gulf and shipping through the Strait of Hormuz improves again.”

Markets create outcomes, not the other way around...

Researchers say improving school meals will require additional funding, trained staff and better kitchen equipment so schools can prepare more fresh food.

Some businesses in the region already carried terrorism insurance before the conflict escalated. However, brokers now recommend broader political violence coverage, which also protects against unrest such as riots, strikes and civil disturbances.

"I think the war is very complete, pretty much..."

DOWN WITH AMERIC-AAAAAAAHHHH

...passing the SAVE Act is as consequential as ridding the Middle East of its chief chaos agent...

"We are now Tactically Bearish... there has been a lack of extreme de-risking with positioning currently neutral... A definitive off-ramp to the conflict will end this tactical call"

Just before the Iran war which sent oil prices soaring, the US economy was in surprisingly good shape according to the latest NY Fed consumer expectations survey. 

These are the key levels to watch...

the key economic data releases this week are the CPI report on Wednesday and the durable goods and core PCE reports on Friday. Fed officials are in a blackout period so no speeches this week. 

For US equities, the bigger risk is a sustained period of severe oil disruption that weighs on economic growth...

"This collaboration reflects what's possible globally..." 

"The market is anticipating the worst-case scenario. The selloff is all about oil, it’s about the inflation that is deduced from it, it’s about the risk of stagflation."