US Home Prices Rebounded In August; Tampa Still Seeing Declines

teaser image
teaser image

“Looking ahead, the housing market appears to be finding a new equilibrium after the pandemic boom,”


Trump Praises Japan As Key Ally, Signs Rare-Earths Deal And U.S. Investment Boost

teaser image
teaser image

"I want to just let you know anytime you have any question, any doubt..." 

Buy
Gold & Silver
Today
JM Bullion

Musk's Anti-Woke Grokipedia Has Landed - Hosts 900,000 Articles On Day 1

teaser image
teaser image

"The goal of Grok and Grokipedia.com is the truth, the whole truth and nothing but the truth"


Risk Assets Lean On Fed For A Fresh Liquidity Boost

teaser image
teaser image

Any imminent end to the Fed's QT program will help boost an improving global liquidity backdrop and be decisively more supportive for risk assets.


Futures Flat Ahead Of Two Huge Days As Gold Slides

teaser image
teaser image

"My central scenario is that the upward trend holds: there’s lots of liquidity out there, the earnings season is good and a Fed rate cut is expected and priced in" 


New ADP Employment Report Signals Rebound In Labor Market

teaser image
teaser image

...after two straight months of losses, ADP's preliminary report signals 14,250 job additions in October.


Federal Workers Union Calls On Democrats To Support GOP Bill And End Shutdown

teaser image
teaser image

The union is the first major Democratic-aligned group to demand that Democrats support the GOP’s proposal of a 'clean continuing resolution'...


The Most Dangerous Era In History

teaser image
teaser image

We live in what Brett Arends claimed as “The Dumbest Stock Market In History,” but I believe it is potentially the most dangerous era...


"Need To Be Lean": Amazon Cuts 14,000 Corporate Jobs In Major AI-Era Restructuring

teaser image
teaser image

"Some may ask why we're reducing roles when the company is performing well. Across our businesses, we're delivering..." 


Small Business America Is Quietly Bleeding Out

teaser image
teaser image
Wall Street is hedged. Silicon Valley is hiring prompt engineers. Main Street is praying for one more quarter of payroll.

PayPal Shares Soar Most On Record After "Chat To Checkout" Deal With OpenAI 

teaser image
teaser image

"Hundreds of millions of people turn to ChatGPT each week for help with everyday tasks, including finding products..." 


Hedging Is All The Rage As Investors Ponder Risks

teaser image
teaser image

“While our economists expect US growth to pick up in 2026, our equity asymmetry framework suggests that the probability of a selloff is higher than that of a large rally” - Goldman


US equity futures flat, JPY bid on US-Japan trade agreement; Amazon to lay off 14k, Paypal signs deal with OpenAII - Newsquawk US Opening News

teaser image
teaser image
  • US President Trump and Japanese PM Takaichi signed an agreement on the US-Japan alliance and framework for securing the supply of critical minerals and rare earths.
  • European bourses are mostly lower; ES/NQ are flat, whilst the RTY is marginally lower ahead of a slew of earnings.
  • USD flat/lower, JPY boosted on US-Japan trade developments and mild haven allure; GBP lags a touch.
  • Bonds are firmer given the risk tone; USTs await supply.
  • XAU briefly dipped under USD 3.9k/oz wi

S&P Less Than 1% Away From Gamma Slingshot Higher

teaser image
teaser image

"S&P 500 market makers / dealers will need to start chasing the market higher to hedge their books." - Goldman


Millions Of America's Teens Are Being Seduced By AI Chatbots

teaser image
teaser image

Our kids are being targeted by AI chatbots on a massive scale, and most parents have no idea that this is happening...


Wall Street’s Great Emotionless Drift

teaser image
teaser image
When “Neutral” Becomes the New Bubble.

American Airlines To Resume Israel Flights Amid Gaza Ceasefire, After 2-Year Absence

teaser image
teaser image

Global optimism as several European carriers resume flights this week...


US Steps Up Pressure On Hungary To Cut Off Russian Oil

teaser image
teaser image

... vows to work with Hungarian authorities and neighboring countries to help Budapest wean off Russian supply...


NATO Member To Start Shooting Down Menacing Contraband Balloons Out Of Belarus

teaser image
teaser image

Low-tech tactics, high geopolitical impact.


Shock New Report Lays Out The Full Scale Of Environmental Damage Caused by Onshore Wind Turbines

teaser image
teaser image

The Nature paper is a wake-up call about the increasing damage that is being inflicted on natural habitats by wind turbines that are steadily increasing in size and destructive potential...