“Under President Trump’s leadership, HUD will fund results, not corrupt failure or the homeless-industrial complex...”

Ongoing worries in the US about stagflation where equities typically struggle in a slow growth high inflation environment...

“Let’s not pretend there’s some great principle involved here. I don’t think making this about sanctimony is really warranted"

"Maintaining affordable, reliable, and secure power in the Duke Energy service territory is non-negotiable."

The reports failed to meet analytic standards, the director of national intelligence said...

"If a man's past keeps surprising us, it's a safe bet that his present and future will continue to surprise us as well..."

Vague new rules will allow UK regulators to pressure platforms over "legal but harmful" content whenever government ministers declare a crisis...

"We noted that nearly 80% of recent growth in global trade comes from technology-related categories..." 

Oil bulls have disappeared. Volatility has collapsed. Crude is back at support. What could possibly go wrong?

Yes, the middle class is shrinking. But it’s shrinking because millions of households climbed into higher brackets, not because they slid into poverty...

...raised the financing cost for hedge funds to take bullish wagers on SK Hynix and Samsung Electronics shares via swaps

Kuwait appears to have joined a growing bunch of Middle Eastern oil and gas producers that have moved to ship energy cargoes in dark mode through the Strait of Hormuz.

BlackRock capped redemptions from its flagship private credit fund for the second straight quarter after investors sought to pull about 13%, and increase from 9.3% in the first quarter. 

Regardless of your view on how much lower oil can fall, the key part is the shift in distributions and the reduction in tails for materially higher prices. This has implications for broader assets and Central Bank paths...

3 charts we are watching on hedge fund positioning.

European nations scramble to patch up their own defense as Ukraine war is in year five...

...but in California, Alaska, Oregon, Hawaii, and Washington, gasoline prices exceed $5 per gallon.