ニュース

The oil market briefly jumped earlier when the UAE sent out this message to resident cell phones.That was amplified b ...

Prelim was 48.9Final May reading was 44.8This is still an improvement from May but not quite as big of one. In my vie ...

This is all breaking now and it’s not clear where the missile came from or if it was a drone but they’re ...

Here are a few thoughts on what’s happening with AI capex at the moment.Three things happened yesterday:Apple r ...

Prior month Wholesale inventories 0.7% (revised from 0.5% initially reported)Prior month retail inventories 0.7%May A ...

Prior was -82.4BThis is the worst since July 2025 and this will mean downgrades to Q2 growth estimates, including GDP ...

Headlines:US futures marked lower after tumultuous Wall Street session yesterdayEUR/USD is retesting a key zone amid ...

Full report hereThe ECB Consumer Expectations Survey for May 2026 showed a mixed but slightly improving outlook for t ...

US-GCC joint statement (here) contains “interventionist and provocative positions”US military presence in ...

EUROPEAN SESSIONIn the European session, we don’t have much on the agenda other than a couple of low tier relea ...

Since the US and Iran struck an accord over the weekend, we have seen ship traffic pick up in the Strait of Hormuz th ...

Tokyo shares down ~4%, South Korea down ~6%. Fingers pointing at OpenAI IPO delayUBS targets $5,200/oz gold , sees cu ...