...markets will naturally begin thinking about whether a future leadership transition could imply a different mix of fiscal priorities, spending plans and taxation...
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Latest: Post-Hormuz: Bullish or Bearish
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When bonds sell off, equities rarely digest it well. If we start getting sustained bond market volatility again, then all else…
"With a background of bond markets looking unsettled, with the problem of inflation, with the Strait of Hormuz not having a…
“They need the Strait more than we need it open, we don’t, we don’t need it at all,”
"Any responsible local politician could provide her with enough examples from their own city to prove the opposite," a former SPD…
A country that tells its citizens their faith belongs only in designated “safe areas” is not protecting pluralism, but actively…
One of the most aggressive AI melt-ups globally just hit its first real air pocket. Spot-up, vol-up works great…until everybody…
