'Time Is Running Out For Iran': The Market Is Calling 'Bullshit' On Mainstream's Narrative, Hugh Hendry Explains...

Commodity Markets Are Living On Borrowed Time Authored by Helen Thomas via City AM, Governments and industry have softened the impact of energy and commodity supply disruptions by releasing reserves, reducing inventories, and increasing operational flexibility. These measures are temporary, and continued inventory drawdowns are pushing oil and metal markets toward historically tight conditions. Once inventories become critically low, higher prices may become the primary mechanism for balancing supply and demand, leading to weaker economic growth and lower consumption. Commodity markets have spent the past three months performing an extraordinary balancing act. Despite one of...

Musk Offers To Pay TSA Salaries, Trump Threatens To Deploy ICE As Democrats Hold Paychecks Hostage Update (1655ET): In addition to Elon Musk offering to cover TSA workers' paychecks during the ongoing shutdown, President Trump has threatened to place U.S. Immigration and Customs Enforcement (ICE) agents at airports if Democrats don’t agree to fund the Department of Homeland Security (DHS). "If the Radical Left Democrats don’t immediately sign an agreement to let our Country, in particular, our Airports, be FREE and SAFE again, I will move our brilliant and patriotic ICE Agents to the...

Wheat Spread Blows Out As Drought Chaos Plagues America's Breadbasket Hard red winter wheat (HRW) futures widened to their largest premium over soft red wheat (SRW) in more than two years as severe drought intensified across key breadbasket regions in the Great Plains and Midwest. This means traders are pricing in weather impacts and tightening expectations for higher-protein wheat supplies. It is important to note that HRW is a more valuable protein and is primarily used in bread, rolls, and all-purpose flour. It is grown in the U.S. Plains (Kansas, Oklahoma,...