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Bonds & Bullion Jump, Dollar Dumps As Rate-Hike Odds Slump After Payrolls Miss
Bonds & Bullion Jump, Dollar Dumps As Rate-Hike Odds Slump After Payrolls Miss
As we noted in our preview, today's payrolls print was indeed "bad news is good news" as the surprise five-sigma miss (-23k) on payrolls (albeit with a drop in the unemployment rate) sent rate-hike odds reeling lower...
“History doesn’t repeat, but sometimes it rhymes. For the third time in as many years, July jobs data saw a mid-summer loss of momentum. While incoming inflation data will be the ultimate arbiter, slowing jobs growth helps support a September hold,”...
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Aug 12, 2026 / Dave DeCamp
Iranian Official Denies There Have Been Talks Between the US and Iran on Extending MoU Ceasefire
An Iranian source speaking to Reuters has denied that the US and Iran had agreed to extend a 60-day ceasefire under the US-Iran Memorandum of Understanding, since the deal fell apart shortly after it was signed. The official was responding to a report from Turkey’s Anadolu Agency, which cited Pakistani government sources who claimed that […]
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Jun 2, 2026 / Dave DeCamp
Israeli Attacks in Gaza Kill Three Palestinians
Israeli attacks in Gaza on Tuesday killed at least three Palestinians across the Strip, health officials have told Reuters, as the IDF continues its constant violations of the US-backed ceasefire deal. One strike in Deir el-Balah, central Gaza, hit a vehicle and killed one Palestinian, identified by the WAFA news agency as 32-year-old Ahmad Khaled […]
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Aug 8, 2026 / Tyler Durden
Iran Insists US Must Meet Stringent List Of Demands Before Hormuz Opens
Iran Insists US Must Meet Stringent List Of Demands Before Hormuz Opens
As expected, Iran is pressing hard to extract from Washington everything it can get - at a moment the Trump White House seems to be backing down from a heighted war over the Strait of Hormuz, given the serious risk of settling into a another years-long quagmire in the Middle East.
The US administration, including Treasury Secretary Scott Bessent, has appeared to back the Iran-Oman deal for the opening of the Strait, with President Trump and his officials having...
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