Production growth slowed in response to a near-stalling of orders from customers...

Iranian-made drones may have been launched from nearby Lebanon...

Key focus this week will be on the US jobs report on Friday, retail sales on the same day, the ISM indices (today and Wednesday), and the Fed’s Beige Book, also due on Wednesday

...this is what you see when investors get nervous but don’t want to “fully de-risk” at the index level.

...parallels US Haitian scandal

"It won't be the last." 

"The endgame remains highly uncertain, ranging from a relatively swift political exit to a broader regional spillover. In such a fog of war, markets tend to trade probabilities rather than shifting facts."

"From Venezuela, to JGBs, to Greenland, to tariff policy, to Iran, a new risk event seems to emerge on an almost weekly basis. And maybe the trickiest dynamic has been the shifting views around AI. Like T-1000, the antagonist in Judgement Day, AI can be almost anything."

Trust has rarely topped 30% since the early 2000s, with brief spikes during national crises like 9/11...

"In terms of capabilities, there is demand being placed on U.S. stockpiles of interceptors..." 

Illegal immigration is fueling another wave of crimes against women...

Meanwhile Trump's top 3 picks to lead Iran were killed in the initial attack...

Germany is losing its competitiveness at ever-shorter cycles. Recent international trade data show that, with this trend, geopolitical options are literally evaporating...

Iran tops the list with a projected 55.9% surge, far above the global average of 3.2%...