Judge Blocks Trump Admin's Move To Halt Wind, Solar Approvals

The Fed Owns Over 50% Of All Bonds Maturing Between 10 And 15 Years From Now Submitted by Peter Tchir of Academy Securities Treasuries, Treaties, and Treatises Let’s start with Treasuries. We laid out the approach we would take if we were Warsh last weekend in Warsh’s Mark Antony Moment (a play on coming to “bury” inflation, yet having quite the opposite effect, at least in terms of interest rate policy).  After Bessent’s “attempt” to drive bond yields lower, we analyzed the possibilities in Treasury, Treasuries, The Fed, and Iran. The primary focus...

US-Iran Have Delegations In Qatar, But No Direct Talks; Hormuz Energy Transit Rebounds - Oil Down Near Prewar Levels The Witkoff-Kushner delegation is now confirmed to be in Doha, and yet in its latest official statement Iran's foreign ministry has made clear the Iranian side has no plans to meet US officials "at any level in the next few days." "What will probably be done in Doha tomorrow is a discussion on the implementation of clauses of the Memorandum of Understanding, including the clause related to the release of Iran’s restricted...

Ukraine Seeks To Import African Migrants To Fill Labor Shortage After 100s Of 1000s Dead Or Wounded At The Front Via Remix News, Volodymyr Zelensky’s head of his Presidential Office in Ukraine, Kyrylo Budanov, has announced plans to import migrant laborers from Africa. Essentially, this entails Ukraine establishing new laws for the legal entry and residence of foreign workers. The government will introduce a new list of “migration-risk” countries to facilitate this plan, according to remarks Budanov made at the CEO Club Ukraine. “They enter, obtain documents, and then move on. This is a problem...