1 In 30 Koreans Margin-Called As Kospi Crashes, Regulator Suspends New Levered ETFs, Hikes Margins

Ayatollah Mojtaba Khamenei, who replaced his slain father as the new supreme leader of Iran, issued his first statement on Thursday, where he said the Strait of Hormuz would remain closed and vowed Iranian attacks on US bases in the region would continue. “Certainly, the leverage of blocking the Strait of Hormuz must also continue […]

Goldman Highlights Global Nuclear Progress Across SMRs And The Fuel Chain March saw the submission of multiple construction permits for new reactors, while new designs like India's thorium reactor, obtained their first criticality. Microreactors in the US also progressed through DOE regulatory pathways as they approach a criticality deadline in July.  Last month also saw multiple headlines in the US across the nuclear fuel chain. Uranium pricing in the spot market was relatively flat after the significant pullback in February. GS updated their uranium supply demand model to account for some...

Beyond the initial oil shock, the Iran war is also laying the foundation for ongoing monetary inflation and price inflation, with no real change to the US regime’s commitment to easy money.