Eurozone | Banks hit as peripheral spreads continue to leak wider
Keep pressing on the pressure point and Super Mario may return
US Inflation | Ellison & AI | BTP/Bund Spread
Tech bros vs. a real man. Rationale for BTP/Bund spread idea. FOMC takes
Italy | BTP-Bund spread to widen further
Dark clouds gathering across the EU in the coming days/weeks
France Snap Election | Israel-Hamas
A clever Machiavellian move or foolish gamble? UNSC passes ceasefire resolution
Market Swings & Roundabouts | The Grass is Always Greener
Everyone seems in a bad mood. When big bets go wrong
Spectra Markets | NFP | Samh Rule | Nvidia
Brent Donnelly on NFP, Kanas Fed and the Sahm Rule ‘mansplaining’
D-Day | Perspectives & Optical Illusions
Is the left or right side of your brain more developed?
Israel-Hamas | Why Hezbollah Is Increasing Attacks on Israel
Two contending theories. Houthis go solid-state ballistic
US Economy | Half-Time Score | Trade Signals
Revisiting baseline scenario and risks. Inputs from Goldman, Craig, Brazil, Slok & Krugman
Salesforce | Credit Suisse | Houthis | Israel-Hamas
CS is no longer. Houthis in the headlines again