S&P 500 earnings growth is projected to accelerate sharply from 13.4% in Q4 to 24.6% in Q1 – a four-year high and a level rarely seen outside of post-shock recoveries. Excluding special factors, this represents arguably the strongest earnings growth in two decades

But new satellite imagery shows Iran may have taken fresh "passive defensive measures" near Natanz...

The DOJ argues that Trump is immune from suit because he was acting within the scope of his presidential duties and speaking on matters of public concern when he made the statements about Carroll that led to the $83.3 million verdict...

Flows have chased performance... on pace for record $1.9 trillion in 2026...

According to US households, the US is already gripped by bitter stagflation.

Given Beijing's history of using large commercial aircraft purchases as goodwill gestures, Ortberg's... 

The push to diversify reserves and reduce exposure to US bonds “won’t change in the coming years"...

"We faced some internal and external headwinds that impacted our join momentum year-to-date."

China’s financial regulator advised the country’s largest banks to temporarily suspend new loans to five refiners recently sanctioned by the US over their ties to Iranian oil.

$20 burger meals might be the breaking point...

… and what happens if it drags on. Adam Parker, Michael Pento, and Adam Taggart join ZH tonight.

The UAE has answered the call to partner with the US and Israel while Saudi Arabia has not...

FAFO. 

“It’s a legal product in many states, but it’s not adequately laid out what the risks are...”

With Hormuz still largely blocked, every barrel that makes it out is a reminder of just how thin the ice under the global oil complex really is.

Who were the counterparties?