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Kimi, Crude, & Carney: Rabobank Sums Up The Geopolitical Chaos
Kimi, Crude, & Carney: Rabobank Sums Up The Geopolitical Chaos
Authored by Molly Schwartz, Rabobank cross-asset macro strategist,
Trading Playbooks
The advancement of one of China’s AI models, Kimi, has sharpened attention on the latest US plans to counter China’s growing AI challenge. Kimi is reportedly more powerful than several US flagship models, though not yet as powerful what lies on the frontier. However, Kimi operates at a fraction of the cost per token. That cost advantage raises the competitive threat to US AI leadership more broadly, including for other leading firms...
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Jun 21, 2026 / Kyle Anzalone
UN Ambassador Mike Waltz: White House Taking Pragmatic Approach to Iran Talks
US Ambassador to the UN Mike Waltz says that the White House is taking a “pragmatic approach” to Iran, but the President remains laser-focused on the nuclear issue. “None of these senior members of this genocidal regime are good guys by any means,” Waltz Sunday said on Face the Nation. “They certainly wouldn’t pass an […]
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Jun 24, 2026 / Tyler Durden
72 Ships Transited Hormuz In A Day: US Energy Secretary Says 'Taking Away' Iran's Key Leverage
72 Ships Transited Hormuz In A Day: US Energy Secretary Says 'Taking Away' Iran's Key Leverage
WTI futures briefly fell below $70 a barrel for the first time since the US-Iran conflict erupted, as tanker flows through the Strait of Hormuz are showing further signs of normalization and physical market tightness continues to ease.
Bloomberg noted that option markets are positioning for ongoing normalization. Put volume is exceeding calls, with some of the heaviest trading in August and September expiries between $60 and $68. The September $60 strike put is one...
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Jun 1, 2026 / Tyler Durden
Inside The Major Bill Poised To Reshape The US Housing Market
Inside The Major Bill Poised To Reshape The US Housing Market
Authored by Andrew Moran via The Epoch Times,
The United States may be on track to implement the first comprehensive housing legislation in decades.
For the past several years, housing affordability has been a significant subject across the country, with many young people struggling to achieve the dream of homeownership.
Lawmakers on both sides of the aisle have tried to reverse the trend by advancing the 21st Century Renewing Opportunity in the American Dream (ROAD) to Housing Act of 2025.
Here is a...
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