Congress Passes 45-Day Extension Of FISA Section 702, Sending It To Trump's Desk

Diverging Markets And Converging Talks? By Teeuwe Mevissen, senior macro strategist at Rabobank Financial markets continue to navigate an increasingly complex macro landscape, defined by the interaction of geopolitical shocks, resurgent inflation pressures, and diverging central bank responses. The key theme remains the tension between resilient risk assets—particularly equities—and a more cautious signal emanating from fixed income markets. This divergence reflects a broader uncertainty about the persistence of inflation and the implications for monetary policy and economic growth. Meanwhile Iranian and U.S. negotiators have concluded an initial round of high-level talks in...

Stocks Jump, Oil Tumbles After IEA Calls Extraordinary Meeting To Decide On SPR Release With oil reversing much of the overnight losses as we neared the start of US cash open trading, futures slumped and it felt like we were back to square one.  That's when the jawboning out of the G7 members - many of whom are already at their breaking point in terms of soaring input costs - decided to double down on the jawboning rhetoric from yesterday - and hinted strongly that an SPR release could be imminent.  The...

Israel continued its attacks on southern Lebanon after President Trump announced he’d received assurances from both Israel and Hezbollah aimed to reduce fighting in the country. At least eight were killed in Israeli strikes since that announcement, including two children. Prime Minister Benjamin Netanyahu ordered attacks on Beirut on Monday, and those attacks were apparently […]