Iran Escalating With Drone Attack On Bahrain, Yet Another Hit On Foreign Vessel In Hormuz Strait

Falklands Emerge As US Leverage Tool Against Britain To Ramp Defense Spending A new report from The Telegraph says the Trump administration is using Britain's sovereignty over the Falkland Islands as leverage to pressure the country into meeting NATO's new defense-spending target.  What sounds like an "Art of the Deal" tactic by Trump has been described by a senior US official as a plan to push the UK toward NATO's pledge to spend 5% of GDP on defense. Here's more from the outlet: A senior US official told The Telegraph that Britain...

The Fourth Turning Is Here: The Old Order Is Breaking Down Authored by Chris MacIntosh via InternationalMan.com, In 1997, historians William Strauss and Neil Howe published “The Fourth Turning,” a cyclical theory of Anglo-American history built around generational archetypes and recurring saecular rhythms of approximately 80 to 100 years — roughly the length of a long human life. Their framework identified four “turnings,” each lasting roughly 20 to 25 years, that repeat in sequence. The First Turning, the High, is an era of institutional confidence and community solidarity following a great crisis. The rules...

Futures Rebound On Fresh Bout Of Iran Optimism As Hyperscaler Earnings Loom US equity futures rebound from Friday's selling, indicating a firmer start to the week with S&P futures rising 0.5% at 8.00am ET, and Nasdaq futures up 1% after a sluggish start to the session, after Iran’s Foreign  Ministry said it had received proposals from mediators about the conflict with the US. In premarket trading, semis are higher as are Mag7 names; the AI theme is bid across sectors. Cyclicals are leading Defensives; both are higher in absolute terms,...