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Jason MaFortune |
In addition to rocket companies that launch payloads into orbit, others in the sector develop satellites and vehicles or provide space-based services...
The SpaceX IPO is expected to price Thursday evening, with shares trading Friday on the Nasdaq under the ticker SPCX.
"Selling flows in recent winners and levered products from retail to invest in SpaceX could be very large."
Tensions in the Gulf had already been escalating as the U.S. and Iran increasingly exchange fire, with both sides trying to establish their own...
"First of all, I didn't guarantee no war," Trump claimed. "Why would I have built the strongest military in the world?"
"Dario and Sam have begun to walk back their claims of massive job loss, but the damage to public trust is done, and now the chickens are coming home...
"The attack drones posed an immediate threat to regional maritime traffic," U.S. Central Command said.
"Bond markets unravel sooner when investors believe that the government will not restore fiscal sustainability."
"The lack of a reacceleration of wage growth in recent months points to a labor market that is stable, but not hot."
Russia is reeling as casualties reach staggering heights, recruitment of replacement troops wanes, and areas far from the frontlines come under...
Over the last three weeks, Central Command has guided about 70 ships in and out of the Persian Gulf.
"While the willingness to shield markets may endure, the capacity to do so is less."
"Nearly every function in the military depends on the ability to store, move, process, secure and exploit vast quantities of data at speed and scale."
China has quietly emerged as the global oil market's stealthy swing consumer, potentially holding off doomsday a while longer.
"Blue Origin’s inability to launch Blue Moon anytime soon is likely to put the company out of the running for Artemis III."
"You can debate whether that’s going to hit those really low levels in two weeks or three weeks. Once you get to that point, then you’ll see price...
To sail through the strait without being detected by Iran, many ships are turning off their Automatic Identification Systems.
Economic growth is also stagnating, with GDP expected to tick up just 0.4% this year, down from a previous view for 1.3%.
“U.S. forces conducted self-defense strikes in southern Iran today to protect our troops from threats posed by Iranian forces."
In addition to rocket companies that launch payloads into orbit, others in the sector develop satellites and vehicles or provide space-based services...
While Russia has claimed its GDP expanded by about 13% between 2020 and 2024, Sweden's analysis of nighttime luminosity shows the economy actually...
"The deal in play looks like a win for Iran. But Tehran is not convinced that it is not a dress rehearsal for war now or in 30 days."
"In our view, unsustainable fiscal dynamics are compounding with a reflation story, turning a short-term problem into a long-end selloff."
"I personally am a skeptic of the idea that Iran cannot be denied the ability to terrorize the Strait and the region cannot protect itself against...
"Critically, consumers appear worried that inflation will increase and proliferate beyond fuel prices, even in the long run."
If SpaceX surpasses $1.7 trillion after going public, it would confirm Musk’s $1 trillion net worth.
"For decades, it has kept its financial system more tightly sealed than any other major nation."
"The word 'shock' assumes the world resets. The world has stopped resetting."
Trump told Axios "the clock is ticking" for Iran and warned if the regime doesn't make a better deal "they are going to get hit much harder."
Yields for 10- and 30-year JGBs have soared to the highest levels since the 1990s, and the central bank is expected to tighten for the fifth time...
Oil prices could top $130-$140 a barrel next month if the strait remains closed and inventory depletion rates remain steady, according to Capital...
People are required to be loyal without being told what future that loyalty serves."
SpaceX is seeking to raise up to $75 billion at a valuation of $1.75 trillion.
On Wednesday, the Treasury Department sold $25 billion of 30-year bonds at a 5% yield for the first time since 2007.
China's total debt across the public and private sectors is now 300% of GDP.
"Our key assumption is that the economy will remain resilient, and so will earnings."
Trump soon blasted Iran's response as "totally unacceptable."
At the same time, AI capital spending, while overlapping with the energy transition somewhat, is also galloping ahead full speed.
There were 11 technical defaults in 2024, 24 in 2025, and already 11 in just the first three months of 2026, according to Izvestia.
"In fact, analysts who have tracked the relationship between Fed policy and long-term yields going back to 1990 describe it as unprecedented."
"How did we get it done this time? Because we gave the money to babies and so the old people didn't get pissed."
An official in Iran's labor and social affairs ministry said the war has put 1 million people out of work.
"American forces are actively assisting efforts to restore transit for commercial shipping," U.S. Central Command said.
“The overall mood is that’s enough already; you’ve been fighting for long enough.”
"This is a Humanitarian gesture on behalf of the United States, Middle Eastern Countries but, in particular, the Country of Iran."
The West and Iran are staring down two diametrically opposed oil market emergencies that could materialize in a matter of weeks.
"In a 'Fiscal Dominance' regime, the Fed's ability to aggressively hike rates to curb inflation is constrained, as doing so risks a fiscal or...
"But that doesn't mean that investing is terrible. It does mean that prices for an awful lot of things will look very silly."
"So we have to be mindful of how we communicate the importance of this technology and what it's able to do."
Powell will still be around to be Trump's punching bag and take at least some of the flak for Warsh.
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