Are Bonds Pricing In A Fed Policy Mistake?

Oil Slides As Qatar Touts 'Talks' Again; Iran Struck Large Crude Tanker Overnight Iran is said to have struck a Very Large Crude Carrier in the Strait of Hormuz late on Monday, signaling what will likely be the resumption of strikes on foreign vessels seeking to navigate the Strait of Hormuz, after last week's diplomatic talks at the UN failed to produce a breakthrough. Still, for the time being more oil is being shipped through the strait compared to where the situation was for the past many months of war. Maritime...

"6–12 Months For Construction Permits" - The Nuclear Regulation Overhaul As we have been detailing for months, the Trump administration is pushing the deployment of nuclear energy in ways never before seen in modern times. Among the dozens of major regulatory changes, award programs, and high-speed development initiatives, the administration seems to be clearing a new roadblock every week, yet in reality it is greatly lagging global rollout of NPPs, and especially China which is currently building at least 39 nuclear reactors.   Four months later, China has added 9 more reactors...

Fighting While Talking, Horses And Security By Peter Tchir of Academy Securities Fighting While Talking, Horses, and Security Some quick updates on recent themes. The latest on Iran is front and center, and if you missed this week’s Around the World, it is worth a look. Not just an Iran update, but we also cover Cuba, Russia/Ukraine, the China Summit, and Nigeria (I certainly need to get more up to speed on Africa). We will examine Universal Basic Income and the Job Market in the section we have decided to label Horses. While it feels...