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Jason MaFortune |
"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.
"This imbalance has haunted Western military planners since the early days of Russia's invasion of Ukraine."
"I don't think that's something that we should be focused on right now in any way, shape or form," acting Attorney General Todd Blanche said.
"Law enforcement and the Secret Service protected all of us. The man barely got past the perimeter."
"This is why we have to have all of the attributes of what we're planning at the White House," Trump said
"And a sloppy peace is basically a bunch of half solutions on all the big issues."
"If you (the government) do not urgently adopt financial, economic and other measures, by autumn a repeat of what happened in 1917 awaits us."
"Uncertainty is problematic in the oil and gas business, and this administration is the definition of uncertainty."
"Over the coming months, this is going to unfortunately deteriorate badly. We're locked into that."
Any pivot away from the dollar by a top oil producer would represent a major threat to the currency's supremacy.
Tensions in the Gulf escalated Sunday, when the Navy seized a ship for the first time as part of its blockade, with a destroyer firing at a vessel...
"In other words, Treasuries now offer a higher yield than the synthetic-dollar equivalents for hedged G10 sovereign bonds."
"A lot of the nuclear security scientists are in DOE. So yes, of course we are looking into this.”
"During training evolutions like these, embarked Marines hone their skills for missions such as maritime interception operations."
Putin revealed that GDP shrank by combined 1.8% in January and February, adding that manufacturing, industrial production and construction were...
The Institute for the Study of War said in a note on Friday that the IRGC’s criticism of Araghchi is "reflective of broader divisions within the...
“Ukraine’s defensive successes, drone adaptations, and midrange strike campaign are creating compounding effects…degrading Russian frontline forces.”
"Leaning on this money machine sends the economy into a tailspin, giving the mullahs much needed motivation to negotiate in earnest."
An Iranian official told Reuters the country "will face a disaster" if sanctions aren't lifted.
"CENTCOM forces will not impede freedom of navigation for vessels transiting the Strait of Hormuz to and from non-Iranian ports."
"It puts economic pressure on Tehran without destroying the oil facilities, which you should want to preserve into the future."
"Lastly, even Iran's proposals for yuan or crypto-denominated Strait tolls are not meaningfully dollar-bearish; most stablecoins are effectively...
"One of the things that commercial ships were waiting to see was whether or not this strait was clear, and sailing two destroyers in is a big one."
"I think the conditions for a real ceasefire and a reopening of the Strait of Hormuz, a full reopening, will be stronger later this month than they...
"It is producing cutting-edge unmanned systems, not just in the air, but on the ground and at sea."
“A global security environment that is less reliant on norms and more reliant on force continues to put upward pressure on defense spending.”
Oil shocks during the 1970s represented a turning point where governments started running deficits constantly instead of just occasionally.