USS Gerald Ford Crossing the Atlantic Ocean as US Continues Major Mideast Buildup to Prepare for Attack on Iran

Watch Live: White House Addresses Fragile Iran Truce All eyes are on the very shaky Iran ceasefire, at a moment Tehran is already threatening to pull out due to heavy Israeli attacks on Lebanon. Iran says it has again halted Hormuz oil transit, and there's much that's still up in the air and uncertain. The briefing with press secretary Karoline Leavitt is expected to begin at 1300ET: Washington and Tehran have just entered a two-week ceasefire, brokered by Pakistani mediation, aimed at negotiating a broader settlement following over a month of brutal...

US Futures Dip As Questions Mount Over Relentless Tech Rally, Lack Of Peace Progress Futs are weaker but well off their overnight lows as the US is set to lag its global peers; according to JPM investors will need to watch to see if there is a beginning of a larger rotation similar to Jan-Feb or perhaps a slight pullback following the US’s multi-week run. As of 8:00am ET, S&P futures are down 0.2% after the artificial-intelligence trade fueled the S&P 500’s longest winning streak in more than a year,...

Is The Fed Finally Done Rescuing Markets?  Submitted by QTR's Fringe Finance GLJ Research’s Gordon Johnson is one of my favorite analysts on the street to read and gets a rare endorsement from me (I hate basically everyone selling sell-side style research) because, like my friend Mark Spiegel, he is one of the last few analysts out there that seems committed to the truth….no matter how ridiculous it makes him look in the short term while he’s waiting for his theses to play out. Johnson came away from this week’s Fed meeting with a...