"We are now Tactically Bearish...there has been a lack of extreme de-risking with positioning currently neutral... A definitive off-ramp to the conflict will end this tactical call"
Trump:Short term oil prices, which will drop rapidly when the destruction of the Iran nuclear threat is over, isa very small price to pay...
Between 2023 and 2024, 38 percent of job growth in New York was from the home health and personal care aide category.
"If they can affordthe price of oil at $200 per barrel ..."
"We agreed on following the situation very closely..."
the key economic data releases this week are the CPI report on Wednesday and the durable goods and core PCE reports on Friday. Fed officials are in a blackout period so no speeches this week.
For US equities, thebigger risk is a sustained periodof severe oil disruption thatweighs on economic growth...
“I’ve been inundated with calls..."
"...expand deconversion capacity,strengthen domestic supply chains, and advance amore efficient fuel-cycle modelthat operates from the same location."
"This collaboration reflects what's possible globally..."
Source: ZeroHedge News