Article
Trump Talk & 'Thucydides Trap' Threat Triggers Market Mayhem Overnight
Trump Talk & 'Thucydides Trap' Threat Triggers Market Mayhem Overnight
Traders are waking this morning in the US to some relative market mayhem and questioning what came first - the oil spike or the geopolitical angst - to trigger these moves as it appears the market finally remembered there's more going on in the world than trading 'short compute' demand to the moon...
Oil prices are up significantly (WTI >$100)...
Bond yields are breaking out everywhere (10Y 4.5%, 30Y UST 5.10%!, 30Y Gilt 5.82% - highest sine 1982)...
Equity markets sharply lower overnight...
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May 5, 2026 / Dave DeCamp
Rubio Claims the US Is Now Engaged in a ‘Defensive Operation’ Against Iran
Secretary of State Marco Rubio claimed at a White House press briefing on Tuesday that the US is now engaged in a “defensive operation” against Iran as the Trump administration is attempting to reframe the war that the US and Israel launched against the Islamic Republic on February 28. “Now, what’s really important for you […]
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Apr 7, 2026 / Tyler Durden
Trump Endorses Steve Hilton In California Gubernatorial Primary
Trump Endorses Steve Hilton In California Gubernatorial Primary
Authored by Dave Mason via The Center Square,
President Donald Trump has endorsed former Fox News anchor Steve Hilton in California’s Republican gubernatorial primary.
Trump picked Hilton over the other prominent GOP candidate – Riverside County Sheriff Chad Bianco, who is an outspoken Trump supporter.
Sunday night’s endorsement on social media comes as Democrats face the risk of being shut out of the general election for the first time in the Golden State’s history.
Besides the two Republicans, there are eight prominent Democratic candidates. Under California law, the two candidates with the highest number of...
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Apr 1, 2026 / Tyler Durden
Futures, Bonds Surge On Optimism War May End, Oil Tumbles Below $100
Futures, Bonds Surge On Optimism War May End, Oil Tumbles Below $100
Futures and bonds jump and oil fell, sending Brent briefly below $100 a barrel, as the de-escalation/technical/macro led relief rally continues on hopes of the Middle East conflict reaching an end soon after Donald Trump said he expects the war in Iran to end in two to three weeks, and indicated that it was possible that Iran could still reach a deal with the US during that timeframe. Trump has a national address tonight at 9pm ET to...
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