How can the US Dollar, capital markets or Fed swaplines be mobilized to support US interests if those tools are gatekept by independent technocrats pursuing a much narrower definition of the national interest?

"The basket is down -2 standard deviations today and we think ..."

They are no longer trading counter-cyclically with the economy...

...did Copper start the crash?

The “war economy” analogy doesn’t feel far off... FX vol is picking up...

“Capex spending has increased across the board. The market is just rewarding the ability to monetize it, while placing question marks on companies that aren’t able to do that.”

...confirming Powell's labor market "stabilization" view

Improving growth in the US is stimulating a global recovery, leading to foreign currencies outperforming the dollar...

Given investors' negative sentiment around software sector, growth numbers are ultimately what investors are zoomed... 

The project is expected to create 5,000 direct and construction jobs (but from where?)

Why of course she did...

“EV deliveries declined and margins stayed compressed, keeping the legacy auto outlook challenging. At the same time, the quarter sharply advanced the ‘physical AI’ narrative.”

A puzzling reaction to another mindblowing capex forecast from Facebook. 

Cloud gross margin fell... Azure growth slowed and CapEx soared

Gold tops $5400... Crypto up... Crude at 4mo highs... algos went wild, stocks and bonds end unch after Fed...

At the time of the announcement, Amazon operated 57 Amazon Fresh stores and 15 Amazon Go locations.