"Somebody needs to defend her honor."

Wait, what?

“Consensus conviction is no macro landing, no Fed hike, no AI capex cut, no DEM sweep, no bears...”

.. we fear the markets will view this action as lacking credibility, meaning this could contribute to higher term premium and yields over time should Treasury become more opportunistic in its approach to debt management ... 

The reinstated U.S. blockade on Iranian oil exports is effectively preventing Tehran from exporting oil, making Iran’s oil volumes irrelevant for global oil market balances, Bob McNally, president of Rapidan Energy Group, told CNBC on Thursday.

"While only a couple tornadoes are possible, the atmosphere could support an isolated EF2+ "significant" tornado." 

 

The board said it will wait to act on a new resolution adding the president’s name after a lawmaker challenging the plan urged the judge to rule before then...

Dr. Hunt joins Adam Taggart and Brent Johnson tonight at 7pm ET to share why he’s selling bonds…

Nobody knows which humanoid wins. Maybe you don't need to. The real trade is inside the robot.

Does making intelligence cheaper result in a large expansion of demand? Citadel Securities head of macro strategy thinks the evidence from recent weeks tentatively points to yes.

'Retaliation' after over 600 drones sent on Moscow at start of week...

"The window to normalize before winter is rapidly closing..." 

Until growth weakens materially, inflation falls decisively, and fiscal concerns begin to improve, investors will continue to demand compensation for owning duration...

However, as always, there is a silver lining, which is that disruption brings opportunities as well as risks...

“Now we need Congress to take the next step by passing... a fair version of the Clarity Act,” Trump said.

Eric's having a bad week...

Rekindling the bromance won't be easy...

Walmart is tumbling after posting disappointing guidance while quarterly sales fell short of expectations, a rare miss for the world's largest bricks and mortar retailer, that is stoking concerns about the leading big-box retailer decelerating alongside a slow-growing US economy...

...think whole [AI] space keeps de-rating as EPS moves up...defensible toward low end of the valuation range but difficult to chase into 2027/28 uncertainty.

UK Home Office issues migrants 'how not to RAPE or be a PEDO' guide...