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Jason MaFortune |
"While the contest between open and proprietary AI is often presented as a winner-takes-all format war, the most likely outcome is a combination of...
Iran and Oman are also in talks that center around having Iran run vessel transit through the Strait of Hormuz with fewer restrictions on ships.
"So we are starting to talk about the kind of no way out scenarios because of this new Red Sea unrest."
"In any case, what is clear is that Iran’s war is becoming increasingly intertwined with two other conflicts: the Saudi-Houthi confrontation and the...
"They want to make a deal. I just don't think they're ready yet, but they do want to make a deal."
"And the survey says… policy will likely stay on hold for an additional meeting. Hawkish momentum is building, however. We expect two hawkish...
"This is industrially driven, meaning the fundamental technology of computers is changing."
"This is precisely the open-ended tariff power grab the courts checked with their IEEPA rulings, just with a little more procedural window-dressing."
"Therefore, the biggest risk to the debt burden would be a sharp rise in short-dated yields if the Fed were to hike rates by more than expected in the...
"But investors know it’s the bond market that will call the shots in the $4.2 trillion economy no matter who sits in the prime minister’s office."
Retired Adm. James Stavridis told CNN on Sunday that Trump now has three options, and "and none of them are good."
Goldman Sachs estimated that enough Mideast pipeline capacity could be added to insulate 75% of the pre-war Gulf exports by the end of 2028.
"Essentially, the government is going to take over some fraction of the big tech firms."
"The collapse of even this minimal understanding could remove the last barrier between episodic confrontation and a forever war."
"I think those names are going to bounce later this year. So I don't think that the trade is over."
The coverage ratio for hyperscaler bond issuance tumbled from 5x in February 2026 to below 2x in July.
Trump announced the U.S. will reimpose a naval blockade on Iran and will demand reimbursement on all other cargo shipped through the waterway.
The intelligence report estimated that 10% of Russia's corporate loans may not be repaid, while 15% of retail loans at some top banks may be...
U.S. forces carried out five rounds of attacks in the past week and three over the last 24 hours, signaling that the operational tempo is quickening.
"I have a feeling that this could go poop very fast, and that's the fear once you unleash the dogs of war."
A recently surfaced survey of Democratic Socialists of America members showed that 9% worked in the tech sector in 2021.
Oman has drafted a proposal to manage traffic in the strait through two separately controlled routes, sources told CNN.
"These results suggest that many businesses are still adjusting their prices, more than a year after tariffs were first introduced."
"Ultimately, both sides need a deal soon given domestic vulnerabilities: looming U.S. midterms, Iran's economic and political fragilities."
"There’ll come a point when markets will just ignore intervention."
Bank of America reaffirmed its year-end price target of 7,100 for the S&P 500, representing a 5% drop from the week's closing level.
Shares of South Korea's SK Hynix will list on the Nasdaq and are expected to start trading on Friday.
“We have both junior and senior employees commuting over one hour each way to work, and yet you feel this policy doesn’t apply to you.”
Hamilton recognized how debt can unlock resources that could transform the young republic. But first he had to untangle the mess created by the...
Energy analysts have estimated that 25% or more of Russia’s oil refining capacity has been taken offline by Ukraine's drone attacks.
Money contributed to Trump Accounts at launch will be put in the State Street SPDR Portfolio S&P 500 ETF as an initial default investment.
"Not only the fact of independence but also the appearance of independence is key to the Federal Reserve’s design."
“In placing massive hyperscaling bets, investors are setting lavish expectations about future earnings.”
"Why should a middle-class nurse pay a larger share of her paycheck than a wealthy corporate lawyer?"
Sources told Axios that the U.S. and Iran agreed to halt attacks and meet in Qatar on Tuesday to resolve differences over the Strait of Hormuz.
"The collision course is set, and worse is yet to come."
"It’s less dramatic than a palace coup, but this is what decline looks like."
"He had to sound hawkish to draw a clear line between himself and the White House."
The U.S. carved out an alternate path that runs along Oman's coast and said Saturday that it's been expanded to accommodate inbound and outbound...
"This volatility is, in our view, evidence of excessive froth and calls into the question the sustainability of this rally."
"The Fed was willing to look through the tariffs, but it is losing patience after the latest round of supply shocks."
"Our findings suggest that experience effects can turn short-run declines in labor demand into long-run declines in labor supply."
He also said the U.S. may take over the strait, adding "I'll blow the s--t out of them. If they don't make a deal, we'll collect tolls."
Corporate bond issuance in the year through May totaled $1.23 trillion, up 21% from a year ago.
"Will the Iranian announcement be enough to deter them? Or will Iran need to resort to force and directly violate the MOU's terms?"
China's goods trade surplus with the EU hit 360.6 billion euros in 2025, up 15% from 2024. And in the first four months of this year, the gap has...
“Our working assumption is that ~80% of energy flows will resume by the end of Q3, but a return to ‘normal’ could stretch into 2027.”
"But even with aid, Tehran’s ability to manage its domestic woes will remain limited, and the internal pressures will build."
Hegseth said the U.S. naval blockage in Iran is "impenetrable" and 125 million barrels of oil have now exited the Gulf, "showing that we control the...
"As a result, the most likely outcome is that in the 75th year, the government will end up with a big pile of debt, requiring large interest...
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