Shocking!

"During the inspection , Mexican Army personnel located and seized drones , drone controllers , fiber optic cables, batteries, improvised explosive devices..." 

Strong US 10yr note auction; Consumer Inflation expectations tick higher on 1 and 3yr, 5yr maintained; French Finance Ministry says no change in bond issuance strategy; France to release 10mln barrels of diesel from reserves; IEA members have expressed support for accelerating the oil stock releases announced in the collective action of March; Senior Iranian official says the US must first meet Iran's conditions before the nuclear issue can be discussed; First LNG train at Qatar's Northfield east expansion project is reportedly ready to start; Senior Euro Zone official does not see contagion from the rise in French bond yields so far; The EU is preparing a temporary import cap on Chinese hybrid cars

"This is setting to push for post-birth abortion down the line..."

...it’s getting harder to justify these two realities at once.

Bryant allegedly sent money through PayPal...

... the last time the S&P and the S&P-without-AI were this far apart was June. Ask the holders of levered semis ETFs how July went...

It begins?

Of course...

"We don't think it's a bioweapon, but we will find out."

"overall these questions set quite a negative tone on the sector and there is a negative Sovereign/ Rates negative feedback loop with the banks + Muscle memory."

Stream of trucks hauling crude overland to Mediterranean...

"... mainly about how much debt SpaceX is adding and how fast."

“Most participants assessed that another increase in the target range for the federal funds rate would likely be appropriate by year end... Several participants commented that the underlying momentum in the economy appeared to have increased."

Presidents Pezeshkian & Putin pledge to strengthen bilateral cooperation in call...

the collateral is somewhere, the data center is somewhere, and the cash flows are... "somewhere in the universe."

ATHs. Falling long/short appetite. 34% earnings growth. Collapsing vol. Monster seasonality. Quite the setup.

The United States is yet to sequence its own plant collections fully