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US Services Surveys Signal Rebound In Growth In July, But...
US Services Surveys Signal Rebound In Growth In July, But...
Following the mixed picture from yesterday's Manufacturing surveys (ISM 4 year high, S&P Global 3 mo low driven by the bifurcated 'AI vs The Rest' economy), this morning's Services sector surveys were 'expected' to show the opposite (ISM down, S&P Global up) all in the face of fading hard data.
S&P Global US Services PMI jumped from 51.2 (final June) to 53.6 (prelim July) to 54.6 (final July) - the highest since Oct 2025
ISM US Services PMI rose from 54.0 to...
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Jun 28, 2026 / Kyle Anzalone
The Kyle Anzalone Show: Will Iran Force the US Out of the Middle East?
Tucker Carlson saying “I’m out” on the Republican Party is not just a headline, it is a stress test for how American voters think about loyalty, war, and who our politics actually serves. I walk through why his break is landing with millions of people, how Israel and Gaza are reshaping old partisan habits, and […]
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May 10, 2026 / Tyler Durden
Winning? Do We Need To Understand UBI
Winning? Do We Need To Understand UBI
Submitted by Peter Tchir of Academy Securities
Winning? Do We Need To Understand UBI
Iran (and the potential for a deal) has continued to move markets. As the 30-year bond rose above 5% earlier this week, we got news that we have a new approach to resolving the conflict – a one-page MOU. Markets (ex-oil) rallied around various “deal” headlines all week.
Spider, Bret, and I spent some time discussing this on Friday’s Podcast – The U.S. Proposal to End the War (also available on Spotify...
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Mar 8, 2026 / Dave DeCamp
Black Rain Falls on Tehran After US-Israeli Strikes Blow Up Oil Infrastructure
Black smoke filled the skies, and water mixed with oil rained down on the Iranian capital of Tehran on Sunday, following a US-Israeli strike that blew up oil facilities, marking a new escalation of the bombing campaign. The Israeli military said on Saturday that it struck “several fuel storage complexes” around the city, and according […]
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