The private credit firesale begins as Blackrock just did what Blue Owl and BlackStone so desperately tried to avoid...
Ft. Bragg (Ft Liberty) cancels exercises, 82nd Airborne Division troops on standby.
The monetary Olympics are underway
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Arguably the biggest accomplishment of the Trump administration was nothing more than statistics fake news.
" ... one designed to collapse BRICS, force China's hand, and lock in dollar dominance for decades."
Faced with a collapsing historical and legal narrative, Democrats are now moving to simply indoctrinate students that this was an “insurrection"...
"It was a difficult day for the company, and I apologize for the tone of the post..."
...a dynamic worth paying attention to long before it becomes a problem.
"...if they rise, they rise..."
The president froze the admission and processing of refugees in executive orders on the first day of his second term...
"Everybody who has not called for force majeure we expect will do so in the next few days..."
The trade ultimately becomes a call on the duration of the Iran conflict, which is the primary reason for the higher correlation...
In our nonfarm payrolls preview, we quoted JPMorgan's Market Intel desk which said that "for this print, the stronger the better", which by implication means that a poor number would be bad. By that logic, the payrolls report couldn't be any worse...
It could sever one of Tehran's most vital economic lifelines...
The tension between [severe imminent disruption and a subsequent forced settlement] is becoming central to how markets are framing the situation...

...talented, reliable, and “capable of anything"... His wife’s head is still missing...
Allegations just after Iran destroyed advanced US radar system located inside Jordanian territory...
Overall, investors look relatively sanguine about the risks of a long-lasting disruption to world trade...






































