MSFT Bounces After Revenue Beat On Cloud Strength, CapEx In Line

TACO Vs TAW: Fade This (Equity) Rally Authored by Peter Tchir via Academy Securities, Ceasefire? The U.S., via Pakistan, and apparently consistent with negotiations being carried out by Witkoff and Kushner, has delivered a 15 point agreement for a ceasefire. Markets responded with oil down (Brent futures, at 5:30 am are back down below $100, from a high of $105 on Tuesday). Stock futures and treasuries are rebounding as well (even the 2-year, after the drubbing it took after yesterday’s auction noticeable for an absence of “direct” bids). Many of the Polymarket Strait of Hormuz “prediction”...

Trump Briefed On All-Out War Plans, Still Eyes Diplomacy, As Iran Reminds US: 'Muzzle Your Pets In Tel Aviv' President Trump started this week by claiming that Iran had "requested" direct talks in Qatar, but as of yet the ground reality in Doha is that Iranian officials have refused, leaving US representatives Steve Witkoff and Jared Kushner to just bide their time and deal with Qatari and Pakistani intermediaries. In this context of Tehran putting direct contacts on hold, Trump has reportedly been briefed on options for a possible return to broader...

'No Hire, No Fire' Economy Continues As Job Cuts Tumble, Claims Near Record Lows U.S.-based employers announced 60,620 job cuts in March, up 25% from 48,307 cuts announced in February. It is down 78% from the 275,240 cuts announced during the same month last year, according to a report released Thursday from global outplacement and executive coaching firm Challenger, Gray & Christmas. “Removing the wave of federal layoffs announced in February and March of last year, job cut announcements in 2026 are closely following the pattern of 2025. Last year it was...