He earlier told voters to act is if it is he that is on the ballot...

There are reports circulating today that claim President Trump spent “hours” seeking the counsel of the GrokAI chatbot regarding the likely response of Venezuelans to a US capture of Nicolas Maduro

Also Trump: "We're stocking up at levels we've never done before."

The security lapse resulted in the release of many criminal immigrants into the United States, DHS said.

...no gloating yet from Trump.

Still, the unemployment rate rose to 4.2%, as the number of unemployed workers unexpectedly jumped. 

...another mishmash of data, so different than expectations, with revisions bigger than the number itself, and are supposed to make something of the data?

...well above the roughly 461,000 units analysts surveyed by FactSet had been expecting.

U.S. gasoline prices are at a record high level for this time of year...

$52 billion of Warner Bros. debt priced on Wednesday. By Thursday the 8-year second-lien notes were around 95, CDS was at a 17-year high, and the CFO was calling it "one-day choppiness."

October hike is off the table... 'bad news' is good news for stocks...

“If we get a very high number or materially higher than 90,000, you could expect more pressure on yields from here"

Iranian officials have denied involvement in the security incident at RAF Fairford, which hosts U.S. bomber forces...

The possibility of a seasonal reversal of the August surge and with CTAs "extremely short global bonds (~$390bn notional)" with 10Y TSYs at 99% of max short, a weak print, or even a 4.2% unemployment rate, could set off a massive short squeeze in bonds.

Yields surged. Bond vol exploded. Tech refused to break. What happens if both finally reverse?

"European elites flung open the gates, preached that borders were bigotry and compassion was infinite, while ordinary Europeans were left to burn in the streets their ancestors..." 

Sentiment and economic development are not the same currency, and confusing them costs a small country more than it can afford...

"either tech's customers will generate a lot more cash than their analysts expect, or tech's cash flow forecasts are too optimistic, which raises the question of who exactly will be writing all those checks to buy AI services."

"The pivotal Nike question remains "Is all the 'bad news' now priced in?" Despite the pullback in Nike's stock price, we still don't see a good entry point..."

2.5M barrel capacity supertanker burning off Oman...