...Minnesota, again!?

...whether bullish or bearish from here, consider selling short-dated to buy longer-dated options.

...and still no 'warm nuts'

CEO Barra said the company is “hopeful” the U.S. and South Korea will finalize a trade deal with a 15% tariff, warning that higher tariffs could hurt costs...

...with the trend of a weaker labor market accelerating...

“The president agreed the present situation can’t continue...”

...a significant victory for the Trump Administration

"We confronted challenges directly..." 

We chose this...

...so much for 'affordability'?

While the Fed has lowered the policy rate 100bp over the last year, the mortgage rate available to the homeowner is 25bp higher.

"While Winter Storm Fern's negative impact on US production has matched our baseline, incremental gas demand has beaten our expectations..." 

"USDJPY shorts are going to start to get nervous if we don’t see any follow-up from the authorities by tonight..." 

“Gold prices could potentially exceed $7,000 by the end of the year. The main drivers that were there last year — trade tensions, geopolitical instabilities — are still very much there.”

Silver (SLV) has officially become the new epicenter of retail fervor...

Liquidity remains ample, but concerns around valuation, employment pressure, and consumer health are rising...

U.S. AI is for storytellers. Asia AI is for traders.

"PJM, which serves more than 67 million people from Chicago to Virginia, sought ..." 

...what we are currently experiencing globally is not “de‑dollarization,” but a broad loss of confidence in developed economies’ fiat currencies and sovereign debt...

Bobby Molavi on how global M&A has exploded out of the gates as CEOs, PE funds, and corporates scramble to future-proof their businesses.