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Futures Tumble As Reality Returns And Yields, Oil And Dollar Soar
"With a background of bond markets looking unsettled, with the problem of inflation, with the Strait of Hormuz not having a solution out of that Summit, I think there definitely is some volatility to come."
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zerohedge.com
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Britain Is Now Policing Thought Crime
A country that tells its citizens their faith belongs only in designated “safe areas” is not protecting pluralism, but actively dismantling it...
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"Pushed Into Poverty": Somalia’s Currency Crisis Leaves Traders Holding Worthless Cash
“It’s like we went bankrupt overnight.”
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The Momentum Trade Is One Ceasefire Away From Total Carnage
But the real danger isn’t Nvidia crashing. It’s the zombie laggards suddenly waking up and ripping the short leg straight through hedge fund books.
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German SPD Leader Faces Backlash After Claiming Migrants Burdening Welfare System Is A 'Right Wing Extremist' Lie
"Any responsible local politician could provide her with enough examples from their own city to prove the opposite," a former SPD member chimed in
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Ford Is Apparently An AI Company Now
Memory ETFs are exploding, nightclub promoters are pitching datacenters, and Wall Street has officially reached the “just add AI” phase of the cycle.
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"LoL420F*ckThePOLICE!": Millennial Uses Claude To Crack Crypto Wallet After Decade-Long Lockout
"I tried like 7 trillion passwords lmfao."
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Stocks hit as Yields/Energy firm on renewed fears of US-Iran conflict resumption - Newsquawk US Market Open
US President Trump said it's just a question of time regarding Iran, but added that he is not going to be much more patient with Iran.
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Europe's Green Deal Is Unraveling
Europe’s centrally planned climate agenda has collided with economic reality, weakening growth and fueling political backlash...
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The Bond Market Just Flashed A Major Warning
The melt-up can probably survive higher yields. Aggressively accelerating rates volatility is a different story.
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Oil's Inventory Cushion Will Run Thin This Summer
The oil market will have to acknowledge that Hormuz is no longer just a price shock. It’s increasingly a physical-balances problem...
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The First Real Crack In The AI Melt-Up
One of the most aggressive AI melt-ups globally just hit its first real air pocket. Spot-up, vol-up works great…until everybody suddenly realizes they are naked to the downside.
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Futures Tumble As Reality Returns And Yields, Oil And Dollar Soar
"With a background of bond markets looking unsettled, with the problem of inflation, with the Strait of Hormuz not having a solution out of that Summit, I think there definitely…
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A 'Toxic Mix' Is Brewing For UK Markets
...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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Trump Talk, Taiwan, & 'Thucydides Trap' Threat Triggers Market Mayhem Overnight
“They need the Strait more than we need it open, we don’t, we don’t need it at all,”
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My President Went To Beijing And All I Got Was This Crummy T-Shirt
"I am disappointed, and suspect markets are too!"
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US Industrial Production Surged In April
...strongest monthly rise in 14 months
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Markets Boil Down To One Core Battle; Goldman Partner Warns 'All Roads Lead Back To Rates'
When bonds sell off, equities rarely digest it well. If we start getting sustained bond market volatility again, then all else equal you see risk off behavior...
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The Stagflation Narrative: What Doomers Get Wrong
The stagflation narrative dominating financial social media isn’t completely wrong. That’s what makes it so dangerous...