As the Wheels Come off the Iran Conflict, it Compels the Decision: ‘Where do we Stand?’

Wyoming's Helium Empire Ascends As Qatar Gas Goes Flat Readers have already been well briefed, see here and here, that roughly one-third of global helium supply has been disrupted, setting the perfect storm of chaos to spread across high-tech industries, particularly semiconductors. The shock is being driven by shipping restrictions through the Gulf and the shutdown of output from top producer Qatar, where damage to the Ras Laffan complex could keep supplies constrained for years.  As the U.S.-Iran conflict enters its second month, one of the clearest second-order effects of...

Netanyahu Ahead Of Trump Meeting: Iran War Will End Only With Regime Collapse Or Nuclear Halt Prime Minister Benjamin Netanyahu departed from Israel on Monday afternoon for the United States, where he will be hosted in the Oval Office on Tuesday. "This is my eighth meeting with him since he was elected President, more than any other international leader," Netanyahu told reporters ahead of the Trump meeting. He acknowledged that Iran will be top of the agenda, and asserted: "I am setting out on this mission with one clear goal: to ensure the...

Inflation Expectations Dip, Driven By Lower Gas Prices, While Labor Market Prospects Worsen: NY Fed Survey Ahead of Wednesday's CPI report which is expected to show a substantial rise in consumer prices, moments ago we got an early look into how consumers view inflation after the NY Fed's latest monthly survey of consumer expectations reported that inflation expectations at the one-year horizon dipped to 3.46% in May from 3.64% in April, easing from the highest print since September 2023. Inflation expectations were unchanged at 3.1% for the three-year-ahead horizon and...