Barclays flags strongest stock buy signal in a year as sentiment resets Fed set to hold as Deutsche Bank flags geopolitics clouding outlook China approves Nvidia H200 AI chip sales as licences…
Projectile hits near Iran’s Bushehr nuclear plant, raising risks without immediate damage. Summary: IAEA says a projectile struck the Bushehr nuclear power plant site No damage to the facility and no injuries…
Japan swings to trade surplus as exports beat expectations despite weak China demand. Summary: Japan February exports +4.2% y/y (exp. +1.6%, prior +16.8%) Imports +10.2% y/y (exp. +11.5%, prior -2.5%) Trade balance…
Australia’s leading index holds just above trend, but momentum is fading as headwinds build. Summary: Westpac–Melbourne Institute Leading Index held at +0.08% in February (unchanged from January) Down from +0.13% in September,…
Russia has been expanding its intelligence sharing and military cooperation with Iran, providing satellite imagery and improved drone technology, according to the WSJ. The report says “Russia is trying to keep Iran…
Data releases today are unlikely to have much of an immediate impact on financial markets. I’ve noted data for New Zealand and Australia with text as the similarity of the little flags…
Trump was informed most “allies” won’t help with Hormoz. Says US doesn’t need help anyway Trump on the war: A couple of weeks, not much longer Trump: NATO is making a foolish…
Trump says the Iran campaign is “way ahead of schedule” and expects it to conclude “in a couple of weeks” and “not much longer”. At the outset, he said 4-5 weeks and…
High-yield 4.817% WI level at the time of the auction 4.824% Tail -0.7 bps versus 6 month average of 0.0 basis points 2.76X versus 6 month average of 2.63X 9.24% versus 6…
Don’t need any help excorting ships through Strait of Hormuz NATO is making a foolish mistake. They should have been there Great support from Qatar, UAE, Saudi Arabia, Bahrain on Iran. Israel…
Don’t need any help excorting ships through Strait of Hormuz NATO is making a foolish mistake. They should have been there Great support from Qatar, UAE, Saudi Arabia, Bahrain on Iran. Israel…
Trump started a war without consulting any allies and then asked for their help. Evidently, they mostly told him they don’t want to send ships to Hormuz despite his weekend pleas. Now…
