Latest: Iran War: What's Next For Markets
"The market is set to let off steam in the near-term, excising the froth accrued on the rally to ATHs... the dynamics can change especially quickly in this environment" - Goldman S&T
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Fierce debate as some call to "obey & carry out the guidelines of the supreme leader."
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This culture is incompatible with our society...
"For 2026, our base case forecast for global humanoid robot demand is 30,000 units."
US Central Command has asked to send the Army’s long-delayed Dark Eagle hypersonic missile to the Middle East for possible use against Iran. This comes as CENTCOM is set to brief on new plans for potential military action against Iran on Thursday.
“In Germany and Europe we are suffering from the consequences, such as the closure of the Strait of Hormuz,”
...so positive as to be misleading...
NS
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...after socialist PM’s 500,000 legal status giveaway
Did we just witness a once in a century upheaval in energy markets...?
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...members of his cabinet were busily paving the way for the next construction phase of our increasingly dystopian society.
The UK (29%) and Hungary (23%) stand out for high levels of negative sentiment...
In total, Germany spends over €50 billion a year on migrants, including accommodation, education, integration, social welfare, and other costs...
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Democrats leading the war powers resolution noted recent U.S. combat operations in Venezuela and Iran, and the president’s recent comments that ‘Cuba’s next.’
Likens to brutality of the Holocaust & warns could lead to the "next October 7"...
Private companies are struggling to stay afloat, while workers struggle to find employment, despite the seemingly positive official data, insiders say...
It's the inflation, stupid
Oil back above $120, wheat surging, and long-term inflation expectations hitting fresh highs are sending a clear signal: price pressures are reaccelerating. At the same time, rising bond yields are sharply increasing the cost of refinancing government debt, creating a growing tension between markets and policymakers.
Oil is back in focus, with spot pushing higher, vol still lagging, and cross-asset signals starting to react as the move turns into a controlled squeeze. But if vol, rates, and equities start to follow… what looks contained now could quickly accelerate.
KOSPI isn’t just rallying… it’s squeezing, with momentum feeding on itself, correlations breaking, and the move getting harder to ignore as price stretches well above the 50-day. But positioning is getting crowded, fundamentals are chasing, and with vol elevated and risk signals flashing… the setup is getting fragile.
The oversold XLE bounce worked well, but momentum is now neutral, price is running into resistance, and the sector is still lagging oil. The easy bounce may be behind us… from here, it needs to prove itself.
Rates look calm on the surface… but the setup underneath is getting tight, with yields consolidating, oil feeding the move, and the long end drifting toward key levels. This isn’t calm, it’s compression… and with volatility quietly collapsing, it increasingly feels like rates vol is pricing perfection.
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