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Why Oil Markets Could Face A Generational Shock This Summer If US-Iran Talks Fail
Why Oil Markets Could Face A Generational Shock This Summer If US-Iran Talks Fail
President Trump is signaling "make a good deal" or walk away with no deal at all.
Overnight hostilities around the Hormuz maritime chokepoint highlight just how fragile the ceasefire remains as Washington and Tehran try to solidify a peace deal to end the conflict.
The timing of a peace deal is very important because, as we have warned readers, a no-deal scenario would collide with a deteriorating oil-supply backdrop by summer, when global buffers and floating storage begin...
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Trump: The Houthis Are Behaving Very Badly
President Donald Trump accused Ansar Allah, also known as the Houthis, of “behaving very badly” as the group continues its war against Saudi Arabia, striking the kingdom’s energy infrastructure and airports. “The Houthis are behaving very badly,” the President wrote on Truth Social Tuesday. The war between Ansar Allah and Saudi Arabia reignited after Riyadh […]
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The arrest followed receipt of formal notification from the U.S. that it had filed criminal charges against SBF...
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Here's Why the US Manufacturing Surveys Are Diverging So Dramatically...
Here's Why the US Manufacturing Surveys Are Diverging So Dramatically...
Update (1015ET): As we noted below, there was a significant divergence between the two manufacturing surveys for July... which is not that unusual, and also an odd divergence between falling inflation expectations and universally rising commodity prices.
Based on the responses to the ISM survey, we may have found the answer... and it's a familiar one in this bifurcated economy...
Green ones from AI, semiconductor, electronics and machinery firms report strong demand from AI data centers, chips and defense.
Red ones from metals,...
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