Market Signals

ECB SET TO RAISE RATES — HOUSEHOLDS FACE HIGHER COSTS

US TO TAP IRANIAN ASSETS FOR GULF REBUILD AMID CEASEFIRE

NEW EXCHANGE OF FIRE WITH IRAN TESTS FRAGILE CEASEFIRE

$NVDA

JENSEN SAID $MRVL TO $1T HTTPS://T.CO/SPDWSWY1O2 — VIA @JBULLTARD1

SEC ANNOUNCES NEW MEMBERS OF SMALL BUSINESS CAPITAL FORMATION ADVISORY COMMITTEE — via SEC

WHY IS $NVDA UP TODAY? — VIA @STEVEHOU

US AND IRAN TRADE STRIKES IN LATEST TEST OF ALREADY FRAGILE CEASEFIRE

MARKETS POST WORST DAY SINCE OCTOBER AS TECH STOCKS LEAD THE ROUT — TRADERS LOSE HOPE OF RATE CUT

KHAMENEI AIDE TESTS TRUMP — "FIRST TIME IRAN HAS WON" AMID WAR WITH US

DOJ SEEKS DISMISSAL OF LAWSUIT AGAINST ANTI-WEAPONIZATION FUND

$TRUMP TROOP REVERSALS IN EUROPE COULD COST MILLIONS — SOLDIERS LEFT IN LIMBO, OFFICIALS SAY

BITCOIN FALLS BELOW $60,000 FOR FIRST TIME SINCE 2024 TRUMP WIN — Bloomberg.com reports

PUTIN SAYS RUSSIA READY FOR UKRAINE PEACE DEAL BASED ON TRUMP PLAN

THE KARAGANOV FALLACY – NUCLEAR STRIKE AGAINST EUROPE IS NOT THE RIGHT ANSWER FOR RUSSIA

JM FINANCIAL WARNS RBI RATE HIKE MAY HURT GROWTH

US-IRAN TALKS PROGRESS STALLS AFTER HEZBOLLAH REJECTS TRUCE

US-IRAN CEASEFIRE TALKS STALL AFTER HIZBOLLAH REJECTS LEBANON-ISRAEL TRUCE

US-IRAN TALKS STALL AS HEZBOLLAH REJECTS TRUCE

DOW SOARS NEARLY 900 POINTS AS WALL STREET BETS ON IRAN PEACE DEAL

LEBANON TRUCE RAISES HOPES FOR IRAN DEAL PROGRESS

TRUMP CALLS NETANYAHU "CRAZY" — SAYS ISRAEL COMPLICATES IRAN PEACE TALKS

$NVDA

LEBANON CEASE-FIRE RAISES HOPES FOR IRAN DEAL PROGRESS

FIGHTING IN LEBANON CONTINUES DESPITE CEASEFIRE TALKS — Iran-backed Hezbollah clashes ongoing. No immediate market impact reported.

$MOS

BITCOIN TUMBLES BELOW $70,000 FOR FIRST TIME IN TWO MONTHS — Bloomberg

Wall Street follows world stocks higher , crude prices ease on potential US - Iran truce extension

Leopold Aschenbrenner Situational Awareness Fund Just Bought This Nvidia - Backed Neocloud Stock

BILL DUDLEY WARNS FED AS KEVIN WARSH INHERITS INFLATION MESS

Oil Prices Slip as U.S .- Iran Talks Continue Amid Ceasefire Tensions

ISHARES IBONDS DEC 2045 TERM TREASURY ETF DECLARES MONTHLY DISTRIBUTION OF $0.0949 - SEEKINGALPHA

ISHARES IBONDS DEC 2054 TERM TREASURY ETF DECLARES MONTHLY DISTRIBUTION OF $0.0762 - SEEKINGALPHA

VANECK AA-BB CLO ETF DECLARES MONTHLY DISTRIBUTION OF $0.2517 - SEEKINGALPHA

SPDR BLOOMBERG BARCLAYS INTERNATIONAL TREASURY BOND ETF DECLARES MONTHLY DISTRIBUTION OF $0.0441 - SEEKINGALPHA

FACT SHEET: PRESIDENT DONALD J. TRUMP DECLARES AN EMERGENCY AND AUTHORIZES THE TEMPORARY SUSPENSION OF CERTAIN DUTIES ON PHOSPHATE FERTILIZER FROM MOR

STOCK FUTURES RISE, BUT FRAGILE U.S.-IRAN TRUCE KEEPS OIL MARKETS ON EDGE: LIVE UPDATES - CNBC

S&P 500 IS LITTLE CHANGED WITH CHIP STOCKS WEAK AFTER OPENAI IPO DELAY REPORT: LIVE UPDATES — via CNBC

No, the Fed has no power over unemployment in the long run. Unemployment is a function of structural features of the economy, largely wages and produ

Three Things that stand out:

METI AND THE GERMAN FEDERAL MINISTRY FOR ECONOMIC AFFAIRS AND ENERGY HOLDS JAPAN–GERMANY AEROSPACE AND DEFENSE INDUSTRY ROUNDTABLE - METI

HERE ARE WEDNESDAY'S BIGGEST ANALYST CALLS: NVIDIA, TESLA, AMD, REDDIT, BLACKBERRY, ARM, TAKE-TWO, BARCLAYS & MORE — via CNBC

"YIELDMAX NASDAQ 100 0DTE

"YIELDMAX R2000 0DTE COVERED CALL

RECORD HIGH DEPORTATIONS.

(URGENT) SEOUL SHARES OPEN 1.08 PCT LOWER AMID IRAN PEACE TALKS UNCERTAINTY — via YONHAP

S&P 500 SNAPSHOT: PEACE DEAL OVERCOMES FED JITTERS — via SEEKINGALPHA

#CallForPapers: The Philadelphia Fed’s Sixth Biennial Conference on Auto Lending is now accepting paper submissions. This premier forum brings togethe

WELCOME TO THE NEW FED. GET USED TO IT. https://t.co/nLgQYz3nrt — via @effmkthype

Here's the link to my conversation with Scott Wapner, where I argued that too many seem to be analyzing a new, and very different, Fed using the old p