Continuing Slump In Global Media Climate Agitprop Bodes Ill For Future Net Zero Support

Beyond The SPR: Stifel Spots Another Depleted Strategic Stockpile In Urgent Need Of Rebuilding Stifel's "own the bottlenecks" theme favors producers that can supply Western markets with conflict-free critical materials today. China's tightening export controls will collide with a looming multiyear rearmament cycle and reinforce the urgency of finding stable production outside China. The Trump administration's big push to rebuild the US defense industrial base is creating a multiyear investment opportunity in critical materials supply chains as sourcing shifts from China to allied countries. Stifel aerospace and defense analyst Jonathan Siegmann...

Israeli Prime Minister Benjamin Netanyahu explicitly rejected a proposal to disarm Hamas that President Donald Trump announced ten days ago.  “Israel does not accept the 15-point document,” Netanyahu told members of the Israeli cabinet on Sunday. The military “will not carry out any withdrawal until Hamas is disarmed … it means heavy weaponry, lighter weaponry, […]

Iran War Triggers Jump In Americans' Inflation Expectations, Slump In Sentiment While the preliminary UMich survey was undertaken between February 17 and March 9, with about half completed after the start of the US military conflict in Iran, today's final print includes the full month with all the conflict's escalations (and de-escalations). Expectations were for the headline sentiment index to tumble with expectations projected to fall most and consensus was right with the expectations tumbling from 54.1 to  51.7 and current conditions down from 57.8 to 55.8 (worse than expected). Put together, the...