Iran Needs Escalation To Avoid The Ceasefire Trap

After "Fantastic Day" With Xi, Trump Touts 200-Jet Boeing Deal As China Offers Hormuz Help Summary:  Trump says Boeing Secured a 200 'Big' jet order from China Trump says President Xi wants Hormuz reopened, won't give Tehran weapons  Trump, Xi Put Hormuz, Iran, Trade, Taiwan At Center Of Historic Beijing Summit Boeing-China Jet Deal A highly anticipated Boeing jet deal appears to have materialized after the first day of President Trump's summit with President Xi Jinping.  Fox News reports that Trump said Boeing secured an order for 200 "big" jets from China. He said the order...

The Market Is Carrying More Length & More Leverage: Goldman Flows Guru Warns... Expect More Volatilit The biggest discussion that top Goldman Sachs trader (and flows guru), Lee Coppersmith, had with clients this week wasn’t whether AI is over - it wasn’t. The debate has shifted to how investors should own it from here. If anything, the secular backdrop across both the US and Asia continues to strengthen. Capex expectations remain robust, earnings revisions continue to move higher, and we saw another week of significant inflows into US technology. Prime Brokerage data tells...

President Trump on Monday added Iran’s desalination plants to the list of infrastructure he may “blow up” if a deal isn’t reached to end the war, threatening attacks on the country’s water supply, a clear war crime under international law. “The United States of America is in serious discussions with A NEW, AND MORE REASONABLE, […]