Trump Ready To Continue Operations Until Iranians "Can't Fight Any Longer"

Supreme Court Tariff "Bomb"? Fears Of A $200 Billion Refund Shock Are Overdone Authored by Daniel Lacalle, The market consensus reaction to the Supreme Court ruling on the Liberation Day tariffs exaggerates the negatives and ignores the options of the Trump administration. Markets are overreacting to headlines about a $175–200 billion tariff refund financial hole. However, the Supreme Court ruling opens a long, narrow, and manageable process, not an imminent fiscal crisis. In the days after the Supreme Court struck down the Trump Liberation Day tariffs, many sell-side analysts turned a complex legal...

K-Shaped Economy Bites Back: Retail CRE Transactions For Shops, Malls Plunge February U.S. commercial real estate transaction activity appeared soft on the surface, but Goldman analysts believe the weak initial print will likely be revised meaningfully higher. The most notable area of weakness in last month’s transaction data was across the retail space, which is not especially surprising as the K-shaped economy continues to pressure lower-income consumers. Goldman real estate analyst Julien Blouin wrote Wednesday that the initial February reading on CRE transaction volumes showed a 13% year-over-year decline. He noted...

Mass Casualties In Large Russian Assault On Ukraine's Capital, Air Defenses Dwindle Ukraine started the week with near record-setting drone attacks on Moscow, with over 600 UAVs sent against the Russian capital Monday night into Tuesday. The expected major Russian retaliation has come overnight, with a huge missile and drone barrage on the Ukrainian capital. Many dozens were sent, killing over 16 people and injuring more than 40, local authorities report. Ukrainian media The casualty rate was high despite that Ukraine says it managed to intercept nearly 90% of inbound projectiles, which it...