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.

Oil doesn’t matter. SOX doesn’t matter. KOSPI is trading like nothing matters.

"Unfortunately, the common fan has been priced out of attending..."

Working poor households are feeling much of the pain...

XLE bounced… now what? The easy part is over. Now it needs to prove itself.

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.

Trump has told officials to prepare for an extended blockade of Iran, WSJ; Trump said they are doing very well in the Middle East.

...a higher share of Democrats saying it was unlikely (61% compared to 31% of Republicans) that a deal would be reached...