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Futures Slide After Google Earnings, Oil & Bond Yields Jump On Houthi Escalation
Futures Slide After Google Earnings, Oil & Bond Yields Jump On Houthi Escalation
US equity futures are lower as WTI breaches $90/bbl and Brent approaches $100/bbl (Houthi escalation in the Red Sea as two Saudi tankers were struck), pushing bond yields higher with longer-dated yields seen making new highs, globally. But, Alphabet's underwhelming results - while dragging down Mag7 names - are boosting Semis / AI (CapEx spend) which may mean the market is returning to its barbell of longs in AI / Semis plus Energy versus shorts in Rate-sensitives.
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Feb 19, 2026 / Dave DeCamp
US Launches 36th Airstrike of the Year in Somalia
US Africa Command said in a press release on Wednesday night that its forces launched another airstrike in Somalia on February 17 as the Trump administration continues its record-breaking bombing campaign in the country. The command said the strike targeted al-Shabaab in the vicinity of Harbole, a village about 46 miles northwest of the southern […]
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Apr 29, 2026 / Tyler Durden
China Loses Monopoly Over The Rarest Of Rare Earths
China Loses Monopoly Over The Rarest Of Rare Earths
With less than three weeks to go the Trump-Xi summit in China, the scramble for leverage and superiority - whether in terms of the Iran war or the just as important supply chain of rare earths - is on. That explains why the Pentagon’s push to get its hands on the rarest of the rare-earth elements leads all the way to this small port city in Malaysia.
As the WSJ reports, Australia's Lynas Rare Earths has begun pumping out heavy rare earths,...
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Apr 19, 2026 / Jason Ditz
Israel Establishes Gaza-Style ‘Yellow Line’ in Lebanon as Occupation, Destruction Continues Despite ‘Ceasefire’
Introduced late last week, the Israel-Lebanon ceasefire is “holding” in the sense that it’s still being called a ceasefire, but with Israel’s weekend introduction of a Gaza-style “Yellow Line” it seems increasingly apparent this ceasefire will neither cease fire nor stop the Israeli destruction of southern Lebanon. In Gaza, Israel established “Yellow Lines” that effectively […]
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