"The Real Part Of This Economy Is Not Doing Well": Ed Dowd Warns 'Just Wait 'Til The AI Bubble Bursts'

Oil Experts To Spar On Iran Deal: Crude To $150 Or $50? With oil prices plunging after the announcement of a U.S.-Iran ceasefire agreement and plans to reopen the Strait of Hormuz, traders are asking: Is the geopolitical risk premium gone, or is the market setting up for another shock? Tonight at 7pm ET, veteran commodities strategist Jeff Currie and energy economist Anas Alhajji join host Erik Townsend to debate where oil heads next. The tentative agreement sent crude sharply lower as investors price in the return of halted supply and reduced...

"USA Isn't A PiggyBank For Europe": Trump Launches Section 301 Probe Into EU Over Big Tech Fines Summary: Trump Opens Section 301 Investigation On Europe Over Big Tech Fines  Trump Slaps Forced-Labor Duties On 60 Countries  Trump Begins Rebuild Tariff Wall After Supreme Court Ruling Earlier This Year  Trump Says US Begins Section 301 Investigation on Europe  President Trump wrote on Truth Social that the US will launch a Section 301 investigation into the European Union for "robbing American companies, in turn, the American Taxpayer."  Trump said Brussels is using America as a "PIGGYBANK" by fining Big Tech companies billions...

Speaking Loudly And Leaning On A Big Schtick By Michael Every of Rabobank Yesterday saw the regular schtick where the Middle East situation remains worrying, but markets reacted to more positive narratives. After four crew and two rescuers were killed in a Houthi Red Sea attack on a ship and the US struck another in the Gulf of Oman’ trying to break its Iran blockade; Iran said Hormuz will stay closed unless the US meets its over-reach conditions; Trump doubled down on economic warfare vs Tehran because he thinks it’s “bleeding...