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...”

Gold volatility has collapsed. Positioning remains subdued. The setup for upside convexity is quietly rebuilding.

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? 

2025 saw the biggest gap between authorized and executed... and 2026 is set to be even worse...

KOSPI: The fundamentals keep improving. So does the speculation.

"I think actually flip to negative for the mobile market in this last quarter." 

It is time to wake up, because a nightmare scenario really is upon us...

JOLTs data showing record hiring, ...Claims showing no firing...

The abrupt & mysterious 'pause'...