Market Signals

Policy Hub examines the effect of pandemic-era supply-chain disruptions on consumer prices. Delivery shortfalls squeezed product availability, pushing

U.S. STRIKES IRAN AFTER MORE CEASEFIRE VIOLATIONS

U.S. STRIKES IRAN IN RESPONSE TO DRONE ATTACK ON CARGO SHIP THAT TRUMP SAYS VIOLATED CEASEFIRE — via PBS

U.S. STRIKES IRAN AFTER TRUMP SAYS TEHRAN VIOLATED CEASEFIRE AGREEMENT — via SEEKINGALPHA

AWS RAISES PRICES FOR NVIDIA COMPUTE BY 20% — via THEINFORMATION

TRUMP VOWS IMMEDIATE 100% TARIFF IF COUNTRIES LEVY DIGITAL SERVICES TAX — via CBS

TRUMP ACCUSES IRAN OF BREACHING CEASEFIRE DEAL WITH HORMUZ DRONE ATTACK — via SEEKINGALPHA

INDIA'S IPO MARKET DRAWS HOPE FROM BLOCKBUSTER LISTINGS, IRAN PEACE DEAL — via NIKKEI

IONIS PHARMACEUTICALS, INC. (IONS) DISCUSSES FDA APPROVAL OF TRYNGOLZA FOR SEVERE HYPERTRIGLYCERIDEMIA AND ACUTE PANCREATITIS RISK REDUCTION TRANSCRIP

GDP GROWTH UNEXPECTEDLY REVISED HIGHER FOR FIRST QUARTER

GARY BLACK SAYS TESLA STOCK CONTINUES TO UNDERPERFORM NASDAQ 100 DESPITE 10 - YEAR TREASURY YIELD DROP AND

GEOPOLITICAL GAME THEORY: This Iran War Energy Cost Tracker from Brown is a solid tool for investors and voters who wish to keep tabs on the economic

HERTZ SHARES CRATER ON STOCK OFFERING, LOWERED GUIDANCE — via SEEKINGALPHA

📊 ICE BofA US High Yield OAS: 2.65 bp (-0bp)

📊 Chicago Fed Nat'l Financial Conditions: -0.50500 index (+0.40%) ⚠️

US SUSPENDS IRAN OIL SANCTIONS , SAYS NUCLEAR INSPECTORS TO RETURN AMID OPTIMISM AFTER FIRST TALKS

📊 10-Year Breakeven Inflation: 2.25 % (-0.01pp)

📊 Real Yield Trend: 2.23% (13-week change: +0bp, rising)

📊 10-Year TIPS Real Yield: 2.23 % (+0.09pp)

📊 10-Year Breakeven Inflation: 2.26 % (-0.03pp)

📊 ICE BofA US High Yield OAS: 2.71 bp (+0bp)

📊 Chicago Fed Nat'l Financial Conditions: -0.50600 index (+0.80%) ⚠️

EDITORIAL : BOJ MUST CARRY ON WITH INTEREST RATE HIKES WHILE WEIGHING RISKS | THE ASAHI SHIMBUN : BREAKING NEWS , JAPAN NEWS AND ANALYSIS

NTT HOPED TO LEAD OPTICAL DATA NETWORKS. AI AND NVIDIA CHANGED THAT — via NIKKEI

SILVER PRICES RISE ON U.S.-IRAN CEASEFIRE DEAL

GOLD MOVES HIGHER FOLLOWING US-IRAN CEASEFIRE AGREEMENT

OIL PRICES PLUNGE TO THREE-MONTH LOW, NASDAQ SURGES 3.1% — Chosun Ilbo

📊 Real Yield Trend: 2.17% (13-week change: +0bp, rising)

📊 10-Year TIPS Real Yield: 2.17 % (+0.01pp)

US-IRAN PEACE DEAL RALLY FADES; AI AND CHIP STOCKS PARE GAINS

ISRAELIS ARGRY OVER U.S.-IRAN PEACE DEAL LASH OUT AT NETANYAHU — via PBS

ENERGY SHARES SINK AS U.S.-IRAN PEACE DEAL LOWERS OIL DISRUPTION RISK

RV STOCKS RISE AS IRAN-U.S. PEACE DEAL EASES FUEL COST CONCERNS

NASDAQ-100 JUMPS 2.5% — U.S.-IRAN PEACE DEAL IGNITES TECH RALLY

ANTHROPIC BLOCK MARKS US REVERSAL , WARNING TO SILICON VALLEY

US AND IRAN ANNOUNCE CEASEFIRE AGREEMENT — VIA ALJAZEERA

BREAKING: IRAN REJECTS TRUMP'S CLAIM TODAY THAT A DEAL IS "VERY CLOSE" AND THAT IRAN IS "INTERESTED" IN SIGNING IT, WITH AN IRANIAN OFFICIAL TELLING C

"THE U.S. DOJ HAS INDICTED 4 CHINESE SHIPPING GIANTS FOR CONSPIRING TO RESTRICT CONTAINER OUTPUT TO FIX PRICES DURING THE PANDEMIC ERA, IN ONE OF THE

BREAKING: IRAN DENIES TRUMP'S NEW CLAIM THAT HE SPOKE WITH TOP IRANIAN LEADERS TO "END TONIGHT'S BOMBING" OR HAD ANY MESSAGE EXCHANGE REGARDING A CEAS

“BOTH SIDES, ISRAEL AND IRAN, ARE LOOKING TO DO AN IMMEDIATE CEASEFIRE! FINAL NEGOTIATIONS ON “PEACE” ARE PROCEEDING, SUBJECT TO IGNORANCE OR STUPIDIT

Nvidia Stock Just Did Something for the First Time in More Than 5 Years . Here What History Says Happens Next .

U.S . STOCKS POST BEST DAY IN 2 MONTHS ON CRUDE OIL HOPES | THE ASAHI SHIMBUN : BREAKING NEWS , JAPAN NEWS AND ANALYSIS

Treasury Yields Are Sending a Clear and Terrifying Message to Wall Street -- but Are Investors Paying Attention ?

📊 10-Year Breakeven Inflation: 2.29 % (-0.05pp)

📊 ICE BofA US High Yield OAS: 2.80 bp (+0bp)

📊 10-Year TIPS Real Yield: 2.21 % (+0.01pp)

📊 Real Yield Trend: 2.21% (13-week change: +0bp, rising)

📊 10-Year Treasury Yield: 4.55 % (+0.02pp)

RESERVE BANK HIKES INTEREST RATE FOR FIRST TIME SINCE 2023 AS OIL SHOCK , INFLATION RISKS MOUNT

NVIDIA IS DEVELOPING AN AI HEALTHCARE MODEL WITH STARTUP ABRIDGE — VIA WSJ