We take quick advantage of the lull to go through the latest Institutional, HF Prime Brokerage, ETF, Systematic (and other) data to get a detailed breakdown on positioning right now
"We continue to believe that we would be buyers of equities some time in 2H, but the current volatility is likely not done yet..."
"The drug trafficker is a savvy, sophisticated adversary..."
For as long as trade has existed, there have been duties, fees, levies, tariffs, or taxes that have been applied in all shapes and sizes on goods entering a country...
"Rescission of all Federal funding for the Corporation for Public Broadcasting (CPB)..."
These "economic reality training modules" encouraged examiners to think the worst of taxpayers...

'Hard' and 'Soft' data continues to diverge as Empire Fed beat (but was weak) and Import/Export Prices slid more than expected (both positive on the face of it)...
That level of demand is enough to absorb all new T-bill issuance planned during Trump’s second term...
Taxpayers in Arkansas now have until Nov. 3 to submit their taxes...
"In appliances like air conditioners, Chinese products' price-to-performance ratio has no global rival. "
"We think the impact to Boeing is very small..."
...steepenings in the real yield curve are typically consistent with rises in inflation,
If the Fed won't do anything, the Treasury will take matters into its own hands...
Buterin highlighted the urgent need for stronger privacy solutions, arguing that overreliance on transparency rests on naive assumptions about human nature...
Global bifurcation into different currency (or commodity), trade, clearing, energy, and defense blocs – within which the dollar may remain primus inter pares at gunpoint despite a narrower trade deficit?
Judge Talwani’s order would require individual hearings for the half of a million individuals allowed into the country under this program by President Joe Biden.