CTAs buying over the past week has been a stunning +$86 billion. And they have more to buy...

That leaves risk assets pricing a cleaner world than reality suggests...

"The US is facing a drought possibly similar to the drought of 1610..." 

"Datacenter capex from leading public hyperscalers is now approaching ~$700 billion..." 

...a "metaphorical point of no return,"

LPG carrier G Summer made its way into the Persian Gulf by passing between Iran’s Larak and Qeshm islands late on Wednesday afternoon. The blacklisted crude carrier Hong Lu went through the islands shortly afterward. Both ships would now be vulnerable under the expanded list of US targets.

Switzerland is seeking to combat housing shortages, surging property prices, and increasing violent crime...

How often do you think about them?

Israel and Lebanon 10-day ceasefire took effect from 17:00EDT on Thursday. Despite this, reports indicate that Israel bombed several villages in southern Lebanon after announcing the ceasefire agreement.

"Test pilots report exceptional handling during aerial refueling, noting a high degree of stability and control."

Hails today's Lebanon ceasefire agreement...

“Aberdeen should be booming. Norway sells its North Sea oil to the UK at double the price. They are making a fortune,” Trump noted...

Rystad Energy has assessed the damage across impacted energy-linked facilities and estimates total repair and restoration costs in the range of $34 billion to $58 billion.

4 out of 5 citizens also say the are dissatisfied with Chancellor Friedrich Merz's government, according to YouGov poll...

Black Sea port town declares state of emergency...

US President Trump said they are making a lot of progress on Iran, and he is not sure the ceasefire needs to be extended, while he added that Iran is willing to do things today they previously weren't.

...animal protection organization vows to "take this barbarian to court..."