Strategist’s mathematical formula for Trump’s ‘TACOs’ borne out by weekend ceasefire

Happy Monday to all the bulls out there, and to the oil bears. There was an inkling of what was coming on Friday’s price action and we got confirmation over the weekend as the US halted strikes. It doesn’t sound like a deal is imminent but the shooting has stopped and that’s leading to some…

Minutes  Item 1: Introduction  The Bank introduced the first co-creation thematic engagement working group on synchronisation since the terms of reference were refreshed, outlining the group’s purpose, structure, and the context of ongoing synchronisation initiatives. The Bank explained that the co-creation working group is intended to gather focused input from industry participants to inform the design of a live synchronisation…

President Donald Trump said Wednesday he may no longer be interested in even trying to reach a deal with Iran, hours after declaring their recent ceasefire agreement “over” in light of renewed hostilities in the Strait of Hormuz. “I’m not sure I want to make a deal with them,” Trump said of Tehran during a…

We wish to extend our gratitude for the support rendered to this research. Partial funding has been generously provided by the Ministry of Education, Culture, Sports, Science, and Technology in Japan (Grant No.: 22H00067; PI; Haruko Noguchi). We also acknowledge the Ministry of Health, Labour, and Welfare (MHLW) for granting authorization to utilize data identified…

Iran expands attacks on Gulf states after US strikes, says Strait of Hormuz closed

Commerzbank’s Marco Stoeckle argues that the AI trade is at a crossroads, with ‘Mag 7’ euphoria fading and hyperscalers facing cash flow and leverage concerns. In contrast, semiconductor and memory stocks, tracked by SOX and KOSPI, saw hyperbolic gains before sharp drawdowns. Alphabet’s results support the hardware winners narrative but underscore vulnerabilities from eroding free…