South Pars And The Mystery Of Iran’s Missing Military Coup
International media outlets were awash Thursday in headlines proclaiming a “global energy crisis” as oil
US New Home Sales Collapse
Don’t look now, but new home sales in the US just posted their largest monthly
UK Front-End Ablaze As BoE Turns Hawkish
The Bank of England might’ve cut rates today. Then came the war. At the last
ECB Warns Of ‘Material Impact’ From Iran War
Hot on the heels of hawkish BoE communications which destabilized the UK front-end, stoking still more
‘Standard Learning’
There were two overarching takeaways from Jerome Powell’s press conference on Wednesday. The first was
Fed On Hold, Retains 2026 Rate Projection Amid War Angst
As expected, the Fed kept rates on hold Wednesday following what I imagine was a
War Imperils US Housing As Buying Season Begins
Scott Bessent tried to warn him. Or at least I assume (and hope) Scott Bessent
South Pars Hit, Iran Intel Chief Killed
“Is that him?” “Yep.” “You sure?” “Yep.” “Cook him!” Esmaeil Khatib somehow survived the devastating
Wholesale Inflation Rose Sharply Ahead Of Iran War
Look out: Wholesale price growth in the US came in warm for a third consecutive
Beware The War Melt-Up?
Far be it from me (of all people) to be the optimist in the room
Iran War Shatters Bullish Wall Street Consensus
The global growth outlook “tanked” and cash allocations “surged” among professional money managers this month
Israel Kills Ali Larijani, ‘Iran’s Delcy’
Ali Larijani’s dead. Israel killed him in an airstrike Tuesday. That means Mojtaba Khamenei better
Joe Kent Has Words For Donald Trump
Time was, you could trust Joe Kent. And by “you” I mean Donald Trump. “The
It Could Be Worse…
With inflation still elevated (and poised to rise, at least on a headline basis and
Your Hedges Are Bleeding
Last week, in “Priced For Chaos When Nothing Ever Happens,” I again called readers’ attention
If Iran ‘Fun’ Continues, S&P Could Plunge To 5400
Are we having fun yet? At least one person (two if you count Pete Hegseth)
Thawing Dragon
It’s an afterthought amid a mideast melee that’s poised to dominate every headline for a
Something’s Gotta Give This Week
I’m probably on the record enough by now, but just in case: I’m avowedly not
Battle-Weary Fed Confronts Another Supply Shock
For quite a while after Russia invaded Ukraine, Western central banks included an admonishment to
‘No Exit Ramp’: Markets Fear War Spiral After Kharg Strikes
The Strait of Hormuz is “open to everyone.” Everyone, that is, except America, its friends
Kharg In The Crosshairs
Donald Trump’s a “decent” guy. That’s according to the man himself who, while detailing the
Weekly: War Comes To The US Front-End
The war came home for America this week. Not in the form of any actual
Mideast Wars, High Gas Prices Still Unpopular (Who Knew?)
Consumer sentiment among American households might’ve improved again this month were it not for the
Fed’s Favorite Core Inflation Measure Hit Multi-Year High Before War
Core inflation in the US ran the fastest in nearly two years to start 2026,
US Economy Gets Sharp Downgrade In Stagflationary GDP Update
The US economy expanded at just half the initially-reported pace in Q4, the BEA said
Iran Oil Blowback Has World Over A Barrel
Don’t read The New York Times. That was Donald Trump’s advice to Americans as the
Stocks In War
In light of Mojtaba Khamenei’s avowed determination to keep the Strait of Hormuz closed in
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