Article
B200s Or B-2s?
B200s Or B-2s?
By Bas van Geffen, senior macro strategist of Rabobank
Concerns about the Middle East continued to dictate markets yesterday. The Strait of Hormuz remains closed, and there were no signs that this will change soon. Oil prices rose further. Dated Brent jumped 5% on the day to top $111.
Alongside the rise in benchmark energy prices, yields increased too. 10y US Treasury yields closed around 5bp higher, and 10y German Bund yields rose 6bp to 3.1%, dragging broader EUR yields up. Equities struggled. European bourses closed around 1.5% lower,...
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May 19, 2026 / Kyle Anzalone
Trump Says He Reversed Decision to Strike Iran an Hour Before Giving the Order
President Donald Trump said that he was an hour away from giving the military the order to restart the war before he was convinced to call off the attack. “We were all set to go … It would have been happening right now,” Trump told reporters at the White House on Tuesday. The President added […]
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Mar 6, 2026 / Tyler Durden
Russia Giving Iran Targeting Intelligence Of American Warships, Aircraft: US Officials
Russia Giving Iran Targeting Intelligence Of American Warships, Aircraft: US Officials
The Trump-ordered US-Israeli attack on Iran is continuing to create an array of 'unknowns' while steadily drawing in outside powers, with the most significant Friday development being The Washington Post reporting that Russia has been providing Iran with intelligence on the locations of US military assets in the Middle East, including warships and aircraft.
US officials described the effort as "a pretty comprehensive effort" by Moscow, though the accuracy of the intelligence remains unclear - the paper admits. What follows is the money quote:
"Russia...
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Apr 30, 2026 / Tyler Durden
Trump Says Gas Prices Will Drop "Like a Rock" Once Conflict Ends, As Senator Breaks With GOP Leadership On War Powers
Trump Says Gas Prices Will Drop "Like a Rock" Once Conflict Ends, As Senator Breaks With GOP Leadership On War Powers
Summary
Trump: "The [price of] gasoline and the oil will go down rapidly once the war’s over." GOP Sen. Collins switches vote on war powers.
Bessent on X: "Amid the impact of Economic Fury, Iran’s currency has hit an all-time low. The Iranian people deserve a new era, which the corrupt and shambolic Iranian regime cannot provide." Signals hope for uprising, regime change.
Israeli Defense Minister Katz: "soon we will need to...
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