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Three Levers China Is Pulling To Weather Gulf Energy Shock; How Long Can Beijing Hold Out?
Three Levers China Is Pulling To Weather Gulf Energy Shock; How Long Can Beijing Hold Out?
The new troubling development is that maritime chokepoint chaos spread overnight from the Strait of Hormuz to the Bab el-Mandeb Strait, where Iran-backed Houthis targeted two Saudi Arabian tankers. The attacks expose yet another maritime chokepoint and risk further physical market tightening, forcing traders to price a larger war-risk premium into Brent crude futures and pushing the benchmark above $100 a barrel Thursday morning.
Oil headed to Asia generally does not flow through both chokepoints....
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Jun 29, 2026 / Tyler Durden
Alaska Judge Overrules Election Officials, Lets 'Fake' Dan Sullivan Stay On Ballot
Alaska Judge Overrules Election Officials, Lets 'Fake' Dan Sullivan Stay On Ballot
A retired elementary school teacher from Petersburg just punched his ticket back onto Alaska's Republican U.S. Senate primary ballot after he was accused of being a deliberate spoiler and struck from the ballot.
Dan Sullivan of Petersburg announced his campaign for the U.S. Senate on May 29 to challenge incumbent U.S. Sen. Dan Sullivan. (Photo courtesy of Dan Sullivan)
Superior Court Judge Thomas Matthews ruled late Friday that the Alaska Division of Elections had no legal right to disqualify Daniel...
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Mar 22, 2026 / Tyler Durden
What Do Bonds Know That The Stock Market Doesn't?
What Do Bonds Know That The Stock Market Doesn't?
Authored by Lance Roberts via RealInvestmentAdvice.com,
Most investors spend their time watching the S&P 500. That’s a mistake, because the credit market is the real “tell.” The bond market has been whispering a warning for weeks now, and credit spreads are now shouting it. As of this writing, the CDX Index, a benchmark measure of credit default swap spreads, has climbed to a nine-month high while the S&P 500 sits within 5% of its all-time peak. Over the past 20 years, every time that...
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Jul 24, 2026 / Tyler Durden
Inside Global Aerospace & Defense Boom: 12 Takeaways From World's Most Important Airshow
Inside Global Aerospace & Defense Boom: 12 Takeaways From World's Most Important Airshow
The Farnborough International Airshow is coming to a close in the UK, marking the end of one of the aerospace and defense industry's top gatherings. Institutional research desks have had boots on the ground, tracking commercial-aircraft orders, defense procurement and other industry trends.
A team of Citi analysts led by John Godyn attended Farnborough earlier this week and reported back to clients Thursday morning.
Their findings pointed to accelerating missile demand and a wave of new aircraft orders...
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