First Morgan Stanley, Now BofA To "Mobilize And Deploy" $250 Billion Into America's Infrastructure Supercycle

Key Events This Busy Week: FOMC, PCE, GDP, War On/War Off... And Earnings Galore Before we look at the week ahead, a quick look at the main event that defines the market this Monday morning: after 13 consecutive nights of US strikes aimed at degrading Iran’s ability to threaten commercial shipping, Washington has refrained from further attacks since late Friday, while Tehran has publicly stated that it has also suspended retaliatory operations. The pause falls short of a formal ceasefire, but both sides are presenting it as an opportunity...

The White House is moving to use nearly all of the remaining $400 million in military aid Congress appropriated for Ukraine before the funds expire at the end of the fiscal year on September 30.  Reuters reports, citing sources, that the White House has already used $307 million of the $400 million Congress appropriated for […]

Merz Promises Fico A Spanking For Slovak Leader's Moscow V-Day Trip Slovak Prime Minister Robert Fico was once again this year the only EU leader to visit Moscow for Russia's Victory Day commemorative WW2 celebrations on Saturday, which has drawn a predictable and fierce rebuke from Germany and European officials. This was the second time Fico attended V-Day celebrations, after a similar controversial visit last year. German Chancellor Friedrich Merz in particular chastised Fico with scolding words, as if Fico was being called to the principal's office. "We will talk with him about...