US Cancels Deployment of Typhon Missile System to Germany

Even More Winning By Molly Schwartz, cross-asset macro strategist at RabobankBrent crude oil sank $4.60 to its lowest price since September, at $93.70/bbl on renewed hopes of world peace, as Trump announced over the weekend that it’s “highly unlikely” that we will order extensive strikes on Iran, assuming Iran signs a “very strong agreement.” The definition of what constitutes a “very strong agreement” may be flexible, depending on how the Trump Administration plans to define “winning” in the Middle East, after facing defeat in the US Midterm elections. But Hegseth is...

Key Events This Week: PPI, Industrial Production, Q1 Earnings, Iran War When it comes to the week ahead, clearly the Iran conflict will be the main focus, but there are a few other things to look out on the calendar. First, the Q1 earnings season will start to kick off, with this week’s releases including several US financials. DB's equity strategists have a full preview, and they argue that the bottom up-analyst consensus for S&P 500 earnings growth accelerating into the mid-teens (16%) is justified by a favorable macro environment (full...

Secretary of War Pete Hegseth presented Donald Trump with plans for an all-out attack on Iran at the President’s request. Trump was convinced by his advisers to allow negotiations to continue.  On Tuesday, the Wall Street Journal reported that Hegseth and Chairman of the Joint Chiefs of Staff Dan Caine informed President Trump of battle […]