Under Secretary of War Elbridge Colby Tells European Allies To Prepare for a ‘Protracted War’ in Ukraine

The Technical Backdrop: When Flows Meet A Hawkish Fed Authored by Lance Roberts via RealInvestmentAdvice.com, Here’s the setup most investors are underrating right now. Over the next two weeks, the tape will trade on plumbing rather than fundamentals. We just cleared the largest options expiration in history. Quarter-end pension selling comes next, and then July 1 reopens the passive-money firehose into a market that already routes forty cents of every S&P 500 dollar into ten stocks. The whole market technical backdrop points higher into July. But Kevin Warsh’s first meeting as...

Key Events This Week: PPI, Iran Talks, Nvidia Earnings, Fed Speakers Galore And State Of The Union While much digital ink has been spilled on the Supreme Court's striking down of Trump's IEEPA tariffs and the consequences of this decision (see "Full Analysis Of The Supreme Court IEEPA Decision: How It Impacts The Economy, Policy And Markets"), a lot more is on deck for this week when we will also have more geopolitical headlines to contend with, as the latest round of US-Iran talks is expected in Geneva on Thursday....

Space: The Now Frontier And The AI Revolution By Peter Tchir of Academy Securities Space: The Now Frontier & The AI Revolution Academy will tackle any details on a deal with Iran via a SITREP and a podcast, once (if) details are made  available.  After last Friday’s extreme move (More Than Rates Moving Markets) we had a relatively tame week with the S&P and Nasdaq both gaining around 0.7%, but neither getting back to their highs of the week, set on Tuesday. Yields drifted moderately lower on the week, primarily on the back...