Trump
Global Daily: Harbingers
An Iran peace deal is struck and the parties are reportedly set to sign on Friday of this week...
Newsletter
Rate cuts are moving further into the future
At Kevin Warsh’s first meeting as Chair, the FOMC is likely to remove the easing bias from the statement and drop the 2026 rate cut from the dot plot.
Research
Global Daily: The Atomic Crab
The Dow Jones hit a fresh all-time high yesterday, surging 1.73% to close at 51,562...
Newsletter
Global Daily: Resigned
Brent crude front-month futures are inching higher this morning after ending May down almost 20%...
Newsletter
Global Daily: Strait Talk
Despite many false dawns, markets remain upbeat on prospects for peace between the United States and Iran...
Newsletter
Regime change at the Fed
Kevin Warsh is expected to be sworn in as the new Fed Chair today, relieving Jerome Powell from his duty as Chair pro tempore.
Research