Hezbollah Rejects Lebanese Call to Fully Disarm Them in Four Months

JPM Says US Defense Base Faces 'Evolve Or Die' Moment As Warfare Forever Changes For several quarters, we have described the Trump administration's massive push to reshape the military-industrial complex, from DOGE-driven efforts inside the Department of War to reset the procurement process, to a broader pivot toward fast-moving "war unicorns," like Anduril, rather than bloated legacy defense primes. The urgency of that transition is now capturing Wall Street's attention. JPMorgan analysts frame it as a major inflection point: America's defense industrial base must shift away from slow-moving, costly production...

US Retail Sales Jumped Most In 8 Months In February Bank of America's omniscient analysts forecast a very strong month for Retail Sales in February data (released today)... The actual print was +0.6% MoM (better than the 0.5% consensus, but less than BofA's forecast) comes after a revised higher 0.1% MoM decline in January (and December's nothingburger)... Source: Bloomberg That is the highest MoM rise since June 2025, and sales rose 3.7% YoY... Core Retail Sales (Ex Autos) rose 0.5% MoM (much better than expected) and Ex Autos and Gas also rose more than...

"Make A Deal Before It's Too Late": Trump Threatens Tehran (Again) As Iran/Oman Draft Protocol To Re-Open Hormuz Summary World's most important oil price hits record high as Trump threatens Iran: "make a deal before it's too late" Oil drops on reports of Iran-Oman coordination to reopen strait. Iran issues Israel/Gulf logistics hubs target list; IRGC targets Amazon Cloud computing center in Bahrain US intelligence assessments say Iran is not ready to negotiate given it believes it has the strategic upper-hand, and doesn't believe Trump is 'serious' about talks: NYT Highest bridge in Iran, connecting Tehran...