Smotrich: IDF ‘Thorough Cleansing’ of Lebanon Will Benefit Israel’s North for Decades

B200s Or B-2s? By Bas van Geffen, senior macro strategist of Rabobank Concerns about the Middle East continued to dictate markets yesterday. The Strait of Hormuz remains closed, and there were no signs that this will change soon. Oil prices rose further. Dated Brent jumped 5% on the day to top $111. Alongside the rise in benchmark energy prices, yields increased too. 10y US Treasury yields closed around 5bp higher, and 10y German Bund yields rose 6bp to 3.1%, dragging broader EUR yields up. Equities struggled. European bourses closed around 1.5% lower,...

With growing numbers of incursions reported by Israeli forces into southwest Syria, the latest incidents are noteworthy both for being unusual in size and in one case for going far deeper into Syria than previous operations. Dozens of Israeli soldiers, supported by at least 15 military vehicles, entered Syria today and headed into the town […]

Bessent Signals Crackdown On Dark-Money Funded NGOs In "Weeks, Months Ahead" Last year, readers were briefed on what was then the investigative phase into dark-money-funded NGOs and alleged foreign influence operations routed through far-left activist networks. These NGOs and activist networks advance anti-capitalist agendas, mobilize protests and riots to fuel unrest under the banner of toxic social justice, and have also served as a permanent protest-industrial complex designed to delay, deny, and destroy President Trump's pro-America agenda. Fast forward to late spring, and there now appears to be a clear...