Yes, the Latest Bank Bailout Is Really a Bailout, and You Are Paying for It.

Regime Change Will Not Be Easy: Tehran's Goal Is To Survive By Any Means Necessary By Molly Schwartz, cross-asset macro strategist at Rabobank My Circus! My Monkeys! Europe was hit with the first strike to its energy supply chain after the Russian invasion of Ukraine and had to start diversifying its inflows from elsewhere. Now that Middle Eastern LNG is losing reliability, Europe might have to get involved just to keep the lights on. While the EU and UK would probably be more than happy to spectate from the proverbial “monitoring chair,” they...

The US Must Be Confident It Has A Plan In Place To Lower Oil Prices Once It Strikes Iran By Michael Every of Rabobank Lots Of Xs Vs Lots Of Ys US vs. Iran: The media today talk of a “90% chance of war” and “as soon as Saturday.” We’ve long stressed there’s a high likelihood of a fresh US-Iran conflict, recent US logistics movements said soon, and an Axios headline yesterday refocused oil markets on it. The balance of risks now tilts to a US strike after market close Friday, even...

Iranian Foreign Minister Abbas Araghchi on Sunday denied claims from President Trump that Tehran is seeking negotiations and a ceasefire with the US and said that Iran is ready to fight for as long as needed. “No, we never asked for a ceasefire, and we have never asked even for negotiation,” Araghchi told CBS News […]