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Katz: Hostilities with Iran Will Resume When Trump Declares Talks Exhausted or if Iran Attacks
Israeli Defense Minister Israel Katz stated that hostilities with Iran will resume either when President Trump deems negotiations exhausted or if Iran attacks Israel, warning such an assault would be Tehran's third war.
Israel's Katz: Trump-linked Iran-Lebanon deal blocked massive Hezbollah strike
Israeli Defense Minister Israel Katz accused former President Trump of tying Iran and Lebanon negotiations to prevent Israel from launching a major attack on Hezbollah. Katz also informed US CENTCOM that Israel will not withdraw from security zones in Gaza, Syria, or Lebanon.
Global Supply Chain Pressure Hits Highest Since July 2022
The Global Supply Chain Pressure Index rose to 1.8 in April, the highest reading since July 2022, driven by disruptions from the Iran War and the closure of the Strait of Hormuz.
Crude Oil under heavy pressure, sellers still in control
Crude oil remains under heavy selling pressure, with both WTI and Brent reaching major support zones. Bearish gaps continue to signal that sellers are still dominating the market.
FTSE 100 Weighed Down by Declines in Gold and Silver
The FTSE 100 faced headwinds as falling gold and silver prices dragged on the index, according to analyst Chris Beauchamp.
Trump: Supreme Court Sent Back Cook Fed Board Suit; Will Act
President Trump stated on Truth Social that the Supreme Court returned the Cook lawsuit on procedural grounds, and he will take action to prevent someone he claims has committed wrongdoing from serving on the Federal Reserve Board.
S&P 500 Leveraged Financing Cost Surges to 110bps, Highest Since December 2024
The implied 3-month S&P 500 financing cost has risen to approximately 110 basis points, the highest level since December 2024, signaling tighter financial conditions and increased burden on leveraged equity positions.
Supreme Court Affirms Presidential Power to Remove Executive Branch Officers
Former President Trump announced a Supreme Court ruling in the Slaughter Case that confirms presidential authority under Article II to remove executive branch officers, a power long sought since the 1930s.
Fed's Cook Says Supreme Court Ruling Affirms Central Bank Independence
Federal Reserve Governor Lisa Cook stated that the Supreme Court's decision to let a lower court order stand recognizes the necessity of Fed independence for fulfilling its congressional mandates.
US Envoys Witkoff, Kushner to Travel to Doha for Iran Talks
US Special Envoy Steve Witkoff and Jared Kushner will travel to Doha today and meet with the Qatari Prime Minister and other officials on Tuesday to discuss talks with Iran. On Wednesday, US and Iranian technical teams will meet separately with Qatari and Pakistani mediators.
Silver Declines 2.37% Amid Middle East Tensions and Fed Uncertainty
Silver (XAG/USD) fell 2.37% on Monday to around $57.75 as geopolitical tensions in the Middle East and uncertainty over Federal Reserve policy weighed on the precious metal.
Global Fiber Optic Shortage Drives Prices Up 500%
A global shortage of optical fiber has pushed prices up by 500%, driven by massive AI cluster construction and military cable destruction. China dominates production while the West struggles to keep up.
Covered Bond Issuance Rises 21.2% in First Half of 2026
The covered bond primary market reached EUR 121.7bn in issuance during the first half of 2026, up 21.2% year-over-year, driven by large benchmark and dual-tranche transactions. CEE issuers surged 94%, while ESG issuance gained clear momentum.
US indices open higher: S&P 500 +0.43%, Dow +0.29%
US stock markets opened higher with the S&P 500 rising 0.43%, the Dow Jones gaining 0.29%, and the Nasdaq up 0.74%.
Kevin Warsh's quiet appearance in Sintra could move markets
Financial markets anticipate that Kevin Warsh's reserved stance at the ECB Forum in Sintra may provide an important catalyst despite his expected silence.
Leveraged MicroStrategy ETFs Plunge Over 80% YTD
Leveraged long MicroStrategy ETFs MSTX, MSTU, and MSTP have fallen over 80% year-to-date, hitting record lows as MicroStrategy itself drops 46% YTD.
Trump Claims Highest Poll Numbers Ever; Data Contradicts
Donald Trump says his approval ratings are at the highest ever, exceeding even his 2024 Election Day numbers. However, multiple recent public polling averages do not support that claim.
Home Purchase Loan Volumes Hit 12-Year Low
Home purchase loan volumes have fallen to their lowest level in 12 years, driven by elevated mortgage rates, high home prices, and affordability pressures.
UK Considers Stronger Asset Rights for Unmarried Couples
The UK is considering reforms to give unmarried couples stronger legal rights to claim a share of assets after separation, addressing gaps in current laws that offer fewer protections than marriage.
Moody's Zandi: Fed Cannot Cut Rates in Current Environment
Mark Zandi of Moody's stated that the Federal Reserve cannot lower interest rates under current economic conditions, citing persistent inflation risks and ongoing economic resilience. This reinforces expectations that borrowing costs will remain elevated until inflation shows sustained progress.
Trump-Linked Firms Tied to $9B US Critical Minerals Push
A New York Times report says the U.S. government is pursuing $9 billion in critical minerals deals with 14 companies financially linked to Donald Trump and Howard Lutnick, aiming to boost domestic supply for batteries, semiconductors, and defense, but likely facing conflict-of-interest scrutiny.
US Dollar Surges Toward Strongest Month in Nearly a Year
The U.S. dollar is on track for its biggest monthly gain in almost a year, supported by strong economic data, resilient Treasury yields, and safe-haven demand.
ING Warns Recurring Heatwaves Pose Structural Risk to Eurozone Growth
ING's Global Head of Macro Carsten Brzeski warns that recurring European heatwaves are becoming a structural drag on Eurozone growth, citing research showing measurable output losses and higher food inflation.
US and Iran Halt Attacks, Resume Strait of Hormuz Talks – Oil Rises
Geoff Yu of BNY reports that the US and Iran have agreed to cease mutual attacks and restart negotiations on the Strait of Hormuz, easing shipping concerns. Markets responded with modest gains for Brent, WTI, and Omani crude.