Friday gave us a line in the sand ahead of Nvidia earnings

Friday gave us a line in the sand ahead of Nv...

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Doesn't it take two to TACO when a war has already broken out?

Today, an attempt to assess the comeback in risk sentiment and retreat in oil prices and whether we can trust President Trump's framing of the war situation, as a "TACO" (Trump always chickens out) may be more difficult to achieve now that the US and Israel or on a full war footi ...  Show more

Global markets are still only pricing for modest disruptions from Iran war.

Global markets are rightly on edge about the situation in Iran and the disruption of the lifeline of crude oil, LNG and other supplies through the Strait of Hormuz, but the damage to confidence looks restrained relative to what awaits if the oil and gas don't begin to flow this w ...  Show more

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