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4 hours ago

Trump-Tehran Tensions Spike Oil; Waller Whacks Bonds & Bullion; Semis Slammed Amid AI Angst

Trump-Tehran Tensions Spike Oil; Waller Whacks Bonds & Bullion; Semis Slammed Amid AI Angst

Tl;dr: Three familiar themes dominated price action today... A dramatic escalation of tensions between Trump and Tehran spiked oil prices (and bond yields and the dollar) while growing anxiety over AI CapEx (hyperscaler debt scares) triggered... Read more.

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Tech Times 3 hours ago
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Hormuz Goes Dark: Ships Strip AIS Signals as Trump Claims Strait Guardianship
Owner: Sung Kim (CEO & Founder) through Tech Times LLC More info
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‘Hormuz blockade only for Iran and anybody doing business with them’: Trump
Owner: The Tribune Trust (N. N. Vohra President) More info
Times of Oman an hour ago
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'Hormuz blockade only for Iran and anybody doing business with them': Trump
Owner: Mohammed Essa Al Zedjali through Muscat Media Group SAOC, where he is chairman & founder, chief editor at Times of Oman More info
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Zero Hedge 4 hours ago
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Trump-Tehran Tensions Spike Oil; Waller Whacks Bonds & Bullion; Semis Slammed Amid AI Angst
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Zero Hedge 4 hours ago
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These Are America's Most (And Least) Dangerous States
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Zero Hedge 4 hours ago
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US Officials Say Iran's Ahmadinejad Was Mossad Asset, Met With Intel Chief In Hungary
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