A bit delayed, but I plan on posting either Saturday night or Sunday. Thanks for your patience!
But I did update charts on the new site - thecreditbubblebulletin.com. The “Timely Charts” on the home page and the “Financial Conditions” section of the “Charts” page are definitely worth a look as we monitor rapidly evolving market developments.
[Yahoo/Bloomberg] Tanker Carrying Qatari LNG Struck While Transiting Hormuz
[CNBC] Tankers near Oman come under fire as Iran threatens to choke off shipping routes
[Axios] DeepSeek's new bargain model accelerates AI's race to zero
[Reuters] Bessent's 'to do' list: buy $5-10 billion worth of Japanese yen, Reuters photo shows
[CNBC] OpenAI’s Hugging Face hack confirmed months of AI cyber warnings: ‘Pandora’s box is open’
[Axios] Reflecting Pool installation "botched," DOJ says, dropping Olympian's case
[Bloomberg] Exxon, Chevron Warn Fuel Prices to Endure as War Knocks Refining
[Bloomberg] Rising Gas Prices Hit Americans Again But This Time It’s Different
[Bloomberg] US Embassies Warn Americans as Iran Threatens More Choke Points
[Bloomberg] Warsh’s Silent Treatment Has S&P Traders Bracing for Wild Swings
[Bloomberg] Phoenix Extends Record-Breaking Heat as West Faces Fire Threat
[Bloomberg] Ukraine Hits Russian Refineries as Kyiv Faces Missile Barrage
[Bloomberg] Europe’s Endless Heat Waves Imperil Once Reliable Power Sources
[NYT] In Iran, the U.S. Appears Headed for a Strategic Defeat, Allies Fear
[WSJ] Iran War Pushes Companies to Raise Prices on Beer, Paint, Fries and More
[WSJ] Iran’s Workhorse Missile Is Becoming More Dangerous for U.S. Troops
[WSJ] Warsh Floats Cut in Number of Fed Rate-Setting Meetings
[FT] US Treasury undertakes historic intervention in yen market
[FT] Bond sell-off sent warning on Federal Reserve’s credibility, says top central bank official
[FT] Chart of the Week: Warsh spooks long bonds
[FT] Humbling times for markets