Israel Waiting For US Greenlight To Renew Iran War: New 'Targets Marked', Says Katz

Half Of Israelis Agree Deterrence 'Weakened' Following Wars In Iran, Lebanon: Poll Via The Cradle Israelis are raising doubts about their government and military's ability to provide security after more than three months of renewed war against Iran and Lebanon.  According to a Maariv poll released on Friday, 50 percent of Israelis believe their country's deterrence has declined following the recent escalation with Iran and Lebanon, compared to 28 percent who say it has strengthened, while 22 percent are undecided. via Le Monde The US and Israel launched a renewed bombing campaign on Iran on February 28....

UBS Finds Global Trade Structure "Surprisingly Stable" As AI Emerges As Growth Engine Despite ongoing Gulf-related energy shocks, mounting concerns over a potential energy cliff (read here), and UBS last month reactivating its supply chain stress-watch coverage, another UBS analyst noted Wednesday that the overall structure of global trade remains "surprisingly stable." Analyst Arend Kapteyn pointed out that the structure of global trade remains far more structurally stable than recent growth trends suggest, even as technology and AI-related categories have driven nearly 80% of recent trade growth while accounting for only...

Micron Soars After Reporting Blowout Earnings, Boosts Guidance Step aside Nvidia: as we noted in our preview, with the world's most valuable company going nowhere in recent months, all attention has shifted to Micron, which has rapidly become one of the most important stocks in the world and certainly the most actively traded, surpassing both Nvidia and Tesla in recent days. As such all eyes were on Micron's earnings today, and even with "sentiment at 11/10", according to UBS, the company still managed to blow away expectations for its Q3 earnings while...