August 2025

‘Too Little Too Late’ – Trump Rages Amid The Post-Payrolls Carnage… Weaker than expected job gains combined with rising unemployment rates and massively negative revisions have sent rate-cut odds soaring with September now priced around 75%… 2025 cut expectations are now back above 50bps (and 2026 is fading modestly)… This has helped smash Treasury yields […]

Jobs Shocker: July Payrolls Far Below Estimates, Follow Massive Revisions Lower Heading into today’s jobs report, sentiment had seen a surprising boost in recent days, with the whisper number rising from just about 110K back to 125K, or where it started the month of July. Well, the optimism proved to be very, very wrong, because

Where’s Your TACO Now: Futures Slide, Global Markets Tumble After Trump Unleashes Harsh Tariffs Global markets and US equity futures extended a selloff as Trump’s sweeping import tariffs sparked renewed fears about the outlook for economic growth amid traders. The MSCI All Country World Index fell for a sixth day, the longest streak since September 2023. As of 8:00am

Trump Vows To Use “Every Tool In The Arsenal” To Force Big Pharma To Cut Drug Prices   President Trump’s letter to eighteen of the world’s largest pharmaceutical companies, including AbbVie, Amgen, AstraZeneca, Boehringer Ingelheim, Bristol Myers Squibb, Eli Lilly, EMD Serono, Genentech, Gilead, GSK, Johnson & Johnson, Merck, Novartis, Novo Nordisk, Pfizer, Regeneron, and Sanofi, demanding

Ukraine Adopts New Anti-Corruption Law: Zelensky Quickly Reverses After Purse Strings Threatened The Zelensky government suffered a black- eye this month, even from the perspective of its Western backers, and the Ukrainian leader has been forced to retreat under pressure. “Ukraine’s parliament approved legislation Thursday restoring the independence of the country’s two main government anti-corruption

Trump’s Global Tariff Breakdown: Full Country-By-Country Rate List Four months after President Trump stunned the world and rattled global markets by unveiling “Liberation Day” tariff rates, his latest revisions (read here), announced Thursday, and set to go into effect in a week, sparked fresh global equity futures selling early Friday morning. With an average tariff rate of 15%,

Standard Chartered Sees Higher Long-Term Oil Prices As Shale Costs Rise Oil prices are set to trend higher in the coming years, according to Standard Chartered, as the economics of U.S. shale have shifted significantly, according to OilPrice.com. While crude has hovered near $70/bbl — close to the 20-year average of $73.38 — StanChart notes

Berlin’s Special Visa Program For Syrians, Afghans, & Iraqis Scrapped After Federal Intervention Authored by Thomas Brooke via Remix News, Berlin’s special state-level migration program that allowed Syrians, Afghans, and Iraqis to privately sponsor relatives has come to an abrupt end following a federal order by Interior Minister Alexander Dobrindt. In a letter to Berlin’s