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The question everyone should be asking themselves right now, this second, is why isn’t oil $130 per barrel? Today. Right now. When you look around the world, there are a lot of indications which strongly suggest crude is being drastically …
What is often overlooked is that the Fed primarily controls demand-side inflation, not supply-side inflation. In other words, it can influence how much people borrow and spend, but it cannot directly increase supply, like producing more oil. This means that …
The market is starting to reject it. IRAN ON US PEACE TALK HEADLINES: "They’ve spammed so much fake news trying to push energy prices down that the market is just numb now. Keep going, nobody is buying it anymore. The …
The war in Iran is, for markets, a hot mess. It’s on, it’s off, it’s getting better, it’s getting worse and pretty much every asset class on the planet is getting bashed around with every new headline like a ping-pong …
United Airlines plans for oil hitting $175 a barrel and staying above $100 next year as industry faces worst shock since COVID The U.S.-Israel war on Iran has delivered the biggest disruption to the airline industry since the COVID-19 pandemic, …
MACRO DATA JUST DROPPED • Manufacturing PMI 52.4 vs. Est. 51.3 • Services PMI 51.1 vs. Est. 51.5 • Composite PMI: 51.4 This should ease the recession fears that started creeping into the market last week and suggests the bear …
TRUMP ON IRAN: WILL BE VERY SERIOUS FORM OF REGIME CHANGE || MAYBE WE FIND A LEADER LIKE WE DID IN VENEZUELA — First Squawk (@FirstSquawk) March 23, 2026 Trump used Truth Social to dramatically escalate the war on Saturday, …
Something is breaking, and it is not isolated. It is spreading, layer by layer, system by system, market by market, and now governments are quietly telling people to change how they live. Start with the center of it all, the …
Markets are reacting to a risk of a global LNG crisis, which is much worse than an oil shock. An oil shock is quickly solved by non-OPEC supply, alternatives, and flexible systems. LNG is only 15% of the total gas …
🚨OIL UNDERPRICED BY FINANCIAL MARKETS Goldman’s Jeff Currie says 'paper' crude oil near $100 is disconnected from physical markets trading barrels between $130 and $170, with refined products above $200. A clear disconnect between paper and physical oil trade. pic.twitter.com/Tzoy4AnLZq …
The 2008 parallels aren’t subtle anymore. Let me lay them out: ✓ Credit bubble reversing ✓ Shadow banks gating investor redemptions ✓ Forced asset sales to raise cash ✓ Collateral getting marked down (JP Morgan just did this) ✓ Oil …
The bond market is getting twitchy. Over the past 20 years, when credit spreads blew out but the S&P 500 wasn't even beyond a pullback yet, it was 3-for-3 in bear markets. h/t @sentimentrader pic.twitter.com/xiba9GU3z2 — Jason Goepfert (@jasongoepfert) March …
We have now entered the rampant buffoonery phase of this war. However, it appears that both sides are looking for an offramp without admitting as much. Trump has punted the Strait of Hormuz crisis to the rest of the world …
Investors are dangerously underestimating the length and severity of the Iran conflict. Walter Bloomberg (@DeItaone) highlighted that Bank of America strategist Antonio Gabriel sees a prolonged Middle East war extending into the second quarter as equally likely as a quick …
🚨 WARNING: OIL IS PRICING A BIGGER CRISIS THAN STOCKS Deutsche Bank just released the WHOLE crisis setup. Across previous oil-related geopolitical shocks, oil rose 26.9% on average, while equities fell 6.0% over 14 trading days. Now, oil pumped 46.6%, …
Iran has destroyed 5 US refueling aircraft in Saudi Arabia’s Prince Sultan Airbase as Trump announces US forces “obliterating” Iranian military installations at Kharg Island in preparation for a GROUND INVASION. Meanwhile, numerous tankers have come under Iranian fire in …
A new debate is spreading across Wall Street. Is the market starting to resemble the period right before the Global Financial Crisis? Bank of America strategist Michael Hartnett believes the comparison is becoming harder to ignore. In a recent note, …
Bessent tries to calm the oil markets and literally a minute later his senile boss has to start picking a fight with the Fed again. pic.twitter.com/NE1YiMdqNU — Michael Bento (@MichaelPBento) March 12, 2026 JUST IN: Trump demands "immediate" rate cuts …
Truflation called it: 2.4% . 35M+ data points. Real-time. No crystal ball.https://t.co/6NsWimzn6e — Truflation (@truflation) March 11, 2026 Feb CPI up 0.3% M/M, 2.4% Y/Y, and core up 0.2% M/M, 2.5% Y/Y; shelter (+3.0% Y/Y) was biggest contributor even w/ …
There is no sign of panic so far in these markets. However, the problem for bulls is that the VIX futures term structure just moved into backwardation. That means the spot VIX index is higher than the futures, therefore the …
Green by morning? https://t.co/NqrxcHn0Iw — Acres and Ounces (@RetirementRight) March 8, 2026 The Nasdaq 100 and the S&P 500 should fully recover their pre-market losses by tomorrow’s close, or by the close of the following day. — The Macro Pulse …
MOSCOW, March 4 (Reuters) – Russia could halt gas supplies to Europe right now amid a spike in energy prices triggered by the Iran crisis, President Vladimir Putin warned on Wednesday, linking the possible decision to the European Union wanting …
Markets are pushing higher but will they hold? Here are some things to consider before buying the dip!
via KEVIN Via several Michael Howell videos I explained that the money supply is the main driver of inflation and asset markets – so its a lot more complicated than “inflation is up, so rates must go up – central …
via notayesmanseconomics So far it has been quite a week for economic trends and markets and as I type this it is only Tuesday morning! But I wish to examine a feature that will lead to a gnashing of teeth …
🚨🇺🇸🇮🇷BREAKING: Trump is expected to convene all relevant parties on the Iran issue tomorrow and formulate a decision by 3:00 PM (US time). By 10:00 PM Israeli time – about an hour before the end of trading on Wall Street. …
Gold is roaring because the US has stopped pretending. The polite version is “strong dollar policy.” The real version is: we will accept and even welcome, a softer dollar to win the trade war and rebuild American industry Gold Made …
Just waiting for capital markets to figure out we are in a recession. https://t.co/5ff9n2IG0N pic.twitter.com/NN5wfno1MN — Edward Dowd (@DowdEdward) February 10, 2026 The market structure is way different than 2002-2008. I suspect the share of passive investing has changed the …
When it comes to the US, investors the world over now love to Bash All Day, Buy All Night. Travelling recently across Asia, Europe and the Middle East, I was struck by the rising intensity of complaints about America under …
Ban stock trading for Congress Congressman Michael McCaul caught Insider Trading $576 million dollars, makes $20 million per month and owns a $20 million dollar private jet – He makes an average of $24,000,000 every single month – Lives in …