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Oil Up, Stocks Down As War Rhetoric Rises, Deadlines Loom
Oil Up, Stocks Down As War Rhetoric Rises, Deadlines Loom
After a long weekend of kinetic and verbal escalation (and a strong payrolls print), and with President Trump reminded Iran that his deadline for a deal looms, it is no surprise that oil prices are higher in early trading...
WTI topped $115...
Near post-war highs...
And despite the recent hope-filled decoupling of oil and stocks...
...S&P futures also weak, down around 0.7% in the early trading...
Treasury futures and gold are lower with USD/JPY near 159.70.
While the Iran conflict has established an ongoing state of caution...
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Apr 23, 2026 / Tyler Durden
"Mo Hire, No Fire" Economy Emerges As ADP Surges With Jobless Claims Flat
"Mo Hire, No Fire" Economy Emerges As ADP Surges With Jobless Claims Flat
Following the surge in ADP's weekly job additions index earlier in the week...
Today we see that the number of Americans filing for jobless benefits last week was just 214k - hovering back near record lows...
Continuing jobless claims inched back above 1.8 million Americans last week but remains near two year lows...
So are we morphing from "no hire, no fire" to a "mo more, no fire" economy?
Tyler Durden
Thu, 04/23/2026 - 08:34
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May 31, 2026 / Tyler Durden
Fighting While Talking, Horses And Security
Fighting While Talking, Horses And Security
By Peter Tchir of Academy Securities
Fighting While Talking, Horses, and Security
Some quick updates on recent themes. The latest on Iran is front and center, and if you missed this week’s Around the World, it is worth a look. Not just an Iran update, but we also cover Cuba, Russia/Ukraine, the China Summit, and Nigeria (I certainly need to get more up to speed on Africa). We will examine Universal Basic Income and the Job Market in the section we have decided to label Horses. While it feels...
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Mar 24, 2026 / Tyler Durden
IRGC Navy Turns Back Containership Seeking Hormuz Passage As Iran Starts Charging $2 Million Toll
IRGC Navy Turns Back Containership Seeking Hormuz Passage As Iran Starts Charging $2 Million Toll
Amid reports of increasing traffic through the Strait of Hormuz, Alireza Tangsiri, a commander of the Islamic Revolutionary Guard Corps Navy, said on X that the containership Selen was turned back by the IRGC Navy for "failing to comply with legal protocols and lacking permission to transit the Strait of Hormuz." Needless to say, that is an upgrade from firing missiles at it.
کشتی کانتینربر SELEN به دلیل عدم رعایت پروتکلهای قانونی و نداشتن مجوز عبور از #تنگه_هرمز،...
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