Stocks have notably underperformed in the past when they traded above the upper strike in a well-known JPMorgan option structure, as they did recently...

Europe’s reliance on energy from the Middle East and direct flows through the Strait of Hormuz suggest that they are in for more pain than the US under a prolonged closure. At the same time, they don’t have a fanatic obduracy to tolerate it like the Iran

Republicans remained the most optimistic, while confidence fell for Independents and improved slightly for Democrats...

'Ongoing federal fraud investigations...'

...at least four tanks seen burning...

The board of directors have started to closely examine the company’s data-center deals in recent months and questioned Altman’s efforts to secure even more computing power despite the business slowdown...

...dragged the YoY gain in prices down to just +0.9% - the weakest since July 2023. 

It’s not the first time Kimmel has drawn criticism from the Trump administration...

...want to own more gold but it's trading like an EM 'piggy bank'...

“The single most important line item isn’t revenue or margins; it’s capex. Any hint of slowing spend would be taken negatively for the ecosystem, but a sharp step-up would likely raise questions around returns.”

The “dollar is dying” narrative does what every bear narrative does at cyclical inflection points: it trades a kernel of truth for a wholesale conclusion.

Both transits are significant. Taken together, they may indicate ...

What these three trends have in common is their adverse impact on Russian national security...

UBS' warning comes as more than 10,000 stores have closed since late 2023.

“Don’t you know there’s war on?”

Latest Iran offer centers on lifting of US blockade on its ports...