Brent Nears Iran War Highs After Trump Orders "Extended Blockade", Threatens "No More Mr. Nice Guy"
"They don't know how to sign a nonnuclear deal. They better get smart soon!"
"They don't know how to sign a nonnuclear deal. They better get smart soon!"
The biggest day of April, if not H1 2026, is almost here: on Wednesday we have not only the Fed, but also earnings from 4 of the Mag 7s - Amazon, Microsoft, Meta and Alphabet - accounting for almost 20% of S&P market cap. Here's all you need to know.
The US economy is in remarkably good shape given the age of the cycle. That should keep yields supported. However, the longer energy prices remain elevated, that will become more in question.
The major glass-container manufacturer, producing bottles and jars for the beer, wine, spirits....
The key debate is capex intensity and any hint whether spending might re-accelerate...
A very mixed report.
" ... continued pressure on consumer spending."
At its April meeting today at 2pm - the last for Jerome Powell as Chair - the Fed will remain firmly on hold.
The national average price for a gallon of gas reached $4.17 on Tuesday.
“Buy-the-dip has been a profitable trade for some time now. Any new news around the monetization of the AI capex already invested will be key, and what level of incremental capex is required in the AI arms race.”
The bottom line is that mine production has tightened; China’s physical market is firmer; and global governments, led by China and the US, are treating copper as a strategic necessity...
Plotkin’s next move centers on transforming existing holdings into a liquid, tax-advantaged fund.
"Unfortunately, the common fan has been priced out of attending..."
Working poor households are feeling much of the pain...
Submitted by Julianne Geiger of OilPrice.com
Germany is hunting for solutions to reroute crude oil supplies to the PCK Schwedt refinery after Russia said it would halt Kazakh oil deliveries through the Druzhba pipeline starting May 1, with roughly 43,000 barrels per day (bpd) now at risk.
Squeeze is on as Bessent simultaneously declares US seeks to inflict permanent damage to Iran's oil infrastructure.
...a higher share of Democrats saying it was unlikely (61% compared to 31% of Republicans) that a deal would be reached...
