Article
Today's Soap Operas – Coronation Streeting, Eastenders, And Succession
Today's Soap Operas – Coronation Streeting, Eastenders, And Succession
By Michael Every of Rabobank
In the UK --where the 30-year gilt yield sits at 5.74%, the highest since 1997-- politics is abuzz with rumors centre-right Health Secretary will resign to take on PM Starmer in a leadership contest, which left-wing Energy Secretary Miliband is expected to join to prevent any Coronation Streeting, as left-wingers Rayner and Burns may try to as well. This is 24 hours after King Charles read out the Starmer government’s legislative agenda, which includes using a Henry...
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Apr 1, 2026 / Tyler Durden
US Retail Sales Jumped Most In 8 Months In February
US Retail Sales Jumped Most In 8 Months In February
Bank of America's omniscient analysts forecast a very strong month for Retail Sales in February data (released today)...
The actual print was +0.6% MoM (better than the 0.5% consensus, but less than BofA's forecast) comes after a revised higher 0.1% MoM decline in January (and December's nothingburger)...
Source: Bloomberg
That is the highest MoM rise since June 2025, and sales rose 3.7% YoY...
Core Retail Sales (Ex Autos) rose 0.5% MoM (much better than expected) and Ex Autos and Gas also rose more than...
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Jul 27, 2026 / Kyle Anzalone
Trump’s War on Drug Boats Has Not Slowed Cocaine Trafficking to US
US operations against suspected drug boats in Latin America have failed to slow the rate of cocaine entering the US. The Washington Post reviewed a DEA assessment that found the strikes on vessels operated by alleged narco-terrorists have not changed the amount or price of cocaine entering the US. US military officials also admitted to […]
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Jun 23, 2026 / Tyler Durden
Trump Admin Kicks Off American Nuclear Renaissance With $17.5 Billion Loan Program For Reactor Projects
Trump Admin Kicks Off American Nuclear Renaissance With $17.5 Billion Loan Program For Reactor Projects
With hyperscalers set to spend roughly $800 billion on data-center capex this year alone, alongside reshoring and broader grid electrification, baseload power demand is poised to surge.
We have made the case that intermittent solar and wind are no match for the scale and reliability requirements of the modern economy, and that nuclear power is emerging as the clean, always-on power source needed to power the AI era.
The Wall Street Journal reports Tuesday morning that the...
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