Bond Markets Are Beginning To Panic Over Inflation

Jet Fuel Prices Soar As War In Iran Ripples Through Global Aviation Authored by Felicity Bradstock via OilPrice.com, Airlines, including Qantas, SAS, and Air New Zealand, have already announced airfare increases. Surging jet fuel prices and disruptions in the Strait of Hormuz are squeezing airline operations. Prolonged conflict could weaken travel demand and deepen pressure on global airline stocks. As the war in Iran spills over into other parts of the Middle East, energy experts expect the price of several oil and gas products to soar over the coming months, driven by shortages. This...

Massive Israeli attacks against Lebanon over the weekend managed to derail the US-Iran peace deal, and the ceasefire announced on Friday went so predictably poorly that US officials are organizing another round of Israel-Lebanon talks to try to come up with another deal. While most aren’t getting their hopes up for the next round doing […]

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...