Article
Ceased Ceasefire?
Ceased Ceasefire?
By Bas van Geffen, Senior Market Strategist at Rabobank
There has been little progress in the US-Iran peace negotiations over the past weekend. In fact, it feels like the two sides have been walking backwards as the ceasefire is faltering.
The US and Iran are still at odds over the frozen Iranian assets, which Iran wants released as part of any deal. But, yesterday, President Trump said that he will not unfreeze any amount of Iranian assets, nor lift sanctions, immediately after a deal is closed: “If they behave, if they...
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May 5, 2026 / Tyler Durden
Deregulate To Regulate
Deregulate To Regulate
Submitted by Molly Schwartz, Cross-Asset Marco Strategist at Rabobank
We have maintained the view that markets are sorely underestimating the impact that the war in Iran will have on global economies and financial markets, and that one day there would come a reckoning. While markets are still highly volatile and the situation in the Middle East highly uncertain, yesterday’s price action suggested that some traders are getting a reality check.
Remember folks, we’re still in a ceasefire! The iffy terms as to whether other countries in the region like Israel,...
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Mar 20, 2026 / Tyler Durden
Dr. Oz Says He's Eyeing Florida In Medicaid Fraud Crackdown
Dr. Oz Says He's Eyeing Florida In Medicaid Fraud Crackdown
Authored by Jack Phillips via The Epoch Times,
The administrator of the Centers for Medicare and Medicaid Services (CMS) confirmed this week that his office is eyeing Florida for instances of potential health care fraud.
Dr. Mehmet Oz, also known as Dr. Oz, wrote on March 17 on X that what he saw in Florida “around durable medical equipment fraud was horrifying” and indicated that Florida and Gov. Ron DeSantis, a Republican, are “next up” in his fraud investigation.
“The scale is out...
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Mar 24, 2026 / Kyle Anzalone
NYT: US Involved in Attack on Dairy Farm in Ecuador
A New York Times investigation reveals the US aided in an attack on a cattle and dairy farm in Ecuador earlier this month. The Department of War claimed the operation targeted a drug lab. In early March, the US and Ecuador conducted joint military operations against alleged drug targets. “The operations are a powerful example […]
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