Some bubble math from Goldman's top derivatives trader. 

It's not about any one stage, it's the entire industry bottlenecking the nuclear renaissance...

Markets seem hopeful that Trump and Xi will discuss B200 chips rather than B-2 bombers.

Qatar has requested LNG vessels near its Ras Laffan LNG port to switch off their transponders as part of safety measures at the key export port of the world’s second-largest LNG exporter before the war.

"We just released a new widget looking at past-due rates on a state-by-state basis below..." 

The alert comes after President Donald Trump said on May 11 that a ceasefire with Iran was on ‘life support'...

" ... investing aggressively in manufacturing capacity." 

Ireland is finally safe...

" ...smallest wheat volume since 1972." 

Global oil demand is set to exceed supply in the current year amid the ongoing conflict in the Middle East, reversing previous projections of a surplus...

"The COVID-19 pandemic revealed the catastrophic global impact research on dangerous pathogens in biolabs can have," the director of national intelligence said...

"That this is the largest oil supply disruption in the history of the oil market is neither an exaggeration nor controversial..."

...periods of very negative bond impulse have at best led to sideways equity returns and at worst meaningful drawdowns...

The supertanker moving along the chokepoint, Yuan Hua Hu, is owned by Cosco, and if it is allowed to pass, it would only be the third tanker carrying oil for China from the Persian Gulf that has traversed Hormuz since the start of the war

Risk versus reward is generally unappealing when speculative behaviour is so febrile...

Tankers: Al Gattara and Fraiha. 

Will be "asking President Xi, a Leader of extraordinary distinction, to 'open up' China so that these brilliant people can work their magic."

Name change would seek to circumvent the War Powers requirement & Congress...