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Futures Rebound On Fresh Bout Of Iran Optimism As Hyperscaler Earnings Loom
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,...
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May 21, 2026 / Dave DeCamp
Report: Iran Reconstituting Its Military Much Faster Than the US Expected
Iran is reconstituting its military capabilities that were degraded by the US-Israeli bombing campaign much faster than expected and is already producing new drones, CNN reported on Thursday, citing sources familiar with US intelligence. One US official told the outlet that some US intelligence estimates indicate Iran could fully rebuild its drone capabilities within six […]
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Jun 19, 2026 / Tyler Durden
Is The Fed Finally Done Rescuing Markets?
Is The Fed Finally Done Rescuing Markets?
Submitted by QTR's Fringe Finance
GLJ Research’s Gordon Johnson is one of my favorite analysts on the street to read and gets a rare endorsement from me (I hate basically everyone selling sell-side style research) because, like my friend Mark Spiegel, he is one of the last few analysts out there that seems committed to the truth….no matter how ridiculous it makes him look in the short term while he’s waiting for his theses to play out.
Johnson came away from this week’s Fed meeting with a...
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Apr 9, 2026 / Dave DeCamp
The US Knew Iran Ceasefire Deal Included Lebanon
US officials were aware that a statement from Pakistan Prime Minister Shehbaz Sharif on the US-Iran ceasefire that was issued on Tuesday included a truce in Lebanon as part of the deal, according to media reports. The New York Times reported that the US had already seen and signed off on Sharif’s statement before he […]
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