POWELL: WARS ARE GENERALLY TRANSITORY.

*GAS PRICES HIT HIGHEST LEVEL SINCE 2022

Ummm

If I heard correctly, Lagarde just talked the ECB into two hikes this year with her mic drop at the end.

$SPY has officially touched the 200EMA for the first time since May 2025

Hearing the war in Iran has been won for the 40th time in the past month

Hard to believe looking at the index but we have retraced further than the multiple contraction during the tariff tantrum. We are actually all the way down near 2022 lows levels. For those who believe we need to pull back significantly more, the combination of substantial

What is the "right" premium to NAV to pay for this VCX portfolio...? zerohedge.com/the-market-ear…

2025: Trump delays tariffs til April 5 2026: Trump stops attacks til April 6

Equity traders learned to discount the daily Trump comments on tariffs after a few weeks of overreacting to them early in '25. Oil traders are quickly learning the same lesson.

Summary of markets this week:

This is my quant.

Oil positioning update: Producers continue hedging in style (via swap dealers); merchants (trade shops) are taking the other side (long) in WTI and retail does it in Brent. Funds are on the sideline and some are derisking both longs and shorts given the vol levels. #oott

It’s happening. Global central banks just slashed their U.S. Treasury holdings, down $82B in a single month. Surging energy prices driven by the Iran conflict are forcing policymakers to dump Treasuries at the fastest pace in 10+ years to defend currencies and stabilize their

Ed Yardeni: "If Trump is declaring mission accomplished, then so are we regarding our stock market correction call. We will probably lower our recession odds from 35% back to 20% once we have a better handle on whether the conflict in the Persian Gulf is actually over. We reserve

Iran's parliamentary speaker continues to post about markets and insider trading/market manipulation.

Trillions of Dollars of market cap is sloshing around from day to day based on ambiguous, misleading and false headlines and no one really knows whats going on - they call this "the market"

Pretty sure had Trump went to sleep instead of giving a retarded speech, oil prices would be down now

🚨 *IRAN: DRAFTING PROTOCOL WITH OMAN FOR HORMUZ STRAIT TRAFFIC

David Kelly (JP Morgan) and Torsten Slok (Apollo) on CNBC: Both optimistic on outlook for economy later in the year and in early 2027. Kelly thinks that the inflation rate could drop below 2% in 2027.