US homebuilders are working on a plan for a massive program to develop up to a million "Trump Homes" that would address the US affordability crisis while allowing private capital to deploy hundreds of billions in new dollars. 

Has the roadmap changed?

“Software is the largest sector exposure for BDCs, at around 20% of portfolios, making the industry particularly sensitive to the recent decline in software equity and credit valuations,” 

One wonders how long generic ‘markets’ can stay calm in a world in which so many people are so unenamoured of fiat FX; and how metals can cope with “because markets!” HFT speculation that make them trade like an NFT or meme stock.

The partial government shutdown has now entered its fourth day...

“The BTC options market is showing signs of stabilizing as extreme downside fear begins to mean-revert,”

The Scottish National Party and Reform UK have reported Mandelson to police...

Add in a call skew coming off highs and it appears sentiment is becoming more negative...

"PepsiCo is taking a meaningful step to lower..." 

Energy affordability has long been a problem for the poorest Americans, but now middle-income families are starting to feel the squeeze...

Tehran puts enrichment on the negotiating table.

If Treasury issuance and Fed’s balance sheet path is steady and credibly telegraphed over the long term, accidental tightening of financial conditions can be avoided and any unforced shocks in rates markets would be limited.

Walt Disney, after a more than two-year saga, has landed on its next CEO: Josh D’Amaro, head of the company’s theme parks and consumer products division. D’Amaro, a 28-year-veteran of the company, will succeed Iger effective March 18.

"... the pace of change and execution was not in line with the Board's expectations." 

"There is a lot of liquidity out there and it’s remaining committed to financial assets. It’s rotating within the markets, and the macro backdrop is supportive of that continuing."

"January managed to both shock and awe in various ways, yet still delivered broad based gains across all global assets in our monthly performance review when measured in USD terms—a genuinely rare occurrence"

"A search is being carried out at the French premises of X by the cybercrime unit..."