Viktor Orban Ousted In Stunning Hungary Landslide
Ladies and gentlemen, it’s over for Viktor Orban’s “illiberal democracy” in Hungary. On Sunday, Orban’s
Trump Announces Naval Blockade Of Iran, Strait of Hormuz
Donald Trump has an idea. When that’s the starting point, things tend to get dicey
‘Buckle Up’
The official macro docket’s pretty light in the US this week, but the next several
When In Pakistan…
This weekend, a US delegation led by ostensible “America First”er JD Vance had an opportunity to
Weekly: All Eyes On Islamabad
Generally speaking, it’s not a good bet that benchmark US equities will fall six weeks
The Home Sellers Are Desperate
In the US housing market, sellers are desperate. Amid an enormous imbalance favoring buyer leverage,
15 Months Into ‘Golden Age,’ American Mood Hits Record Low
Congratulations to Donald Trump: He’s now the proud owner of the lowest consumer sentiment readout
Trump Makes History With Near-Record Energy Cost Surge
Headline inflation in the US jumped sharply last month, as surging oil prices pushed the
Confusion Reigns As Netanyahu Sends Mixed Signals On Lebanon
Now we’re gettin’ somewhere! Or not. Under what I imagine was intense pressure from The
Fed’s Favored Inflation Measure Warm Again. GDI Rescues Q4 Growth
Underlying US inflation on the Fed’s preferred measure was uncomfortably warm for a third month
Lebanon As Linchpin
“Israel’s right to defend itself does not justify inflicting massive destruction.” So said Kaja Kallas,
Day One Violations
If you were still unclear as to who’s actually in charge in Iran — and
Iran’s MIA Uranium And A ‘Beautiful Thing’
We’ve all heard enough from Pete Hegseth, but considering he’s America’s war czar and the
Mechanical Stock-Buying In Play On ‘Face-Ripper’ Rally
By now, all regular readers should be able to write their own script re: mechanical
V-Day (Everybody’s A Winner!)
Risk sentiment was predictably buoyant Wednesday, as markets around the world cheered a two-week ceasefire
Apocalypse Later
Donald Trump’s a peacemaker at heart. No, he never won a Nobel Peace Prize, but
‘Genocidal Lunatic’: Did Trump Finally Go Too Far?
“This is sickening.” So said UN High Commissioner for Human Rights Volker Turk on Tuesday
War Spreads Beyond Pump Prices For Anxious Americans
The biggest domestic political risk for Donald Trump from the war in Iran is obviously
Dear Iran: Just Cut Trump In
“Way” back on March 14 — technically that was less than four weeks ago, but
‘Please Keep Bombing!’ Trump Says Iranians Beg For Airstrikes
Fearing the world hadn’t met its daily crazy quota, Donald Trump convened an afternoon press
Iran War Photobombs Key Services Sector Snapshot
Bad news. (I know, I know: “What other kind of news is there these days?”)
Doomsday Deadline
Ibrahim Zolfaghari was back at it Monday. If America strikes Iran’s civilian infrastructure, “subsequent phases”
Team 6 Mythos Grows In Wild Airman Rescue
Who you gonna call? The missing American Wizzo whose plane was shot down during a
Weekly: Back To Normal
I realize many (most?) readers don’t like this framing, and in a lot of important
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