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It’s wild to see how markets are running with this much optimism when we haven’t seen any actual ...
Summary: FT reports Israel–Lebanon ceasefire expected soon; Trump adds upbeat tone. Reports Iran used Chinese satellite for US ...
Japan’s Katayama said authorities are closely watching FX and in dialogue with the US, warning oil-driven volatility is ...
Australian March 2026 jobs data. I’ll have more to come on this separately, details and implications. Preview here: ...
Goldman Sachs’ FICC revenue fell 10% as Iran war-driven volatility hit its rates desk, with losses on positions ...
The Pentagon is in talks with US automakers and manufacturers to boost weapons production as conflicts in Ukraine ...
Markets: Gold down $46 to $4749 WTI crude oil down 28-cents to $90.99 US 10-year yields up 2.5 ...
US officials warn Iran may take months to yield under a naval blockade, despite Trump saying the war ...
I posted a preview of the Australian jobs report here: China’s first-quarter GDP is expected to show a ...
Credit Agricole argues that markets are currently riding a wave of optimism all thanks to US president Trump ...
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