US diesel export ban speculation showing up in Brent-WTI spreads. 5th widest spread in 2026 and among the top 5% dating back to 1988.

Gold hit hard as US yields and dollar resume ascent piped.video/WCTevA0laB0?si=aqiE… via @YouTube

TRUMP SAYS HE IS CONSIDERING A DIESEL EXPORT BAN 'VERY SERIOUSLY' AND THAT THE U.S. MAY IMPLEMENT IT, THOUGH IT COULD CAUSE A SMALL RISE IN GASOLINE PRICES.

*TRUMP TO MAKE AN ANNOUNCEMENT 2PM ET MONDAY: WHITE HOUSE

Gold wedge support under pressure as dollar strengthens - #XAUUSD TradingView tradingview.com/chart/XAUUSD…

USD/JPY Weekly Outlook: Payrolls loom as US rates remain the dominant driver forex.com/en-us/news-and-ana…

That was as good as the AFL GF. Spoilt for choice this weekend.

Wowee!! A win for the ages. Grittiest performance you’ll see @NRLKnights #NRLpanthersknights

Lower double fracture. Ouch. Feel for Cleary. Doesn’t look like a dislocation #NRLPanthersKnights

Cleary obviously isn’t right, and the weather evens up the contest even more. @NRLKnights won’t get a better shot at making a GF. Decent start!

Ever since @grantcohn started following @AFL, every game has been a cracker. Should make him the CEO. #AFLGF

Crazy. Congrats @brisbanelions. Were gone and found a way. True sign of a champion team #AFLGF

Freo wasting a lot of chances. Lots. #AFLGF

$TLT 🙋‍♂️

Will 5.0% be the ceiling for the nominal Treasury yield? Maybe not, but for bond investors the risk-reward math has gotten considerably better. The 5% yield provides such a good cushion that if the 10-year yield were to fall 100 bps, an investor would make 11.9%, while only losing 1.9% if the yield were to rise to 6%.