National Security The House voted to halt the Iran war today. The Pentagon carried out its 12th consecutive night of strikes. Congress funded the Iran war Wednesday and voted to stop it Thursday. DHS fined 100,000 immigrants $998 per day. Oil crossed $100. Twenty-seven nations met in Manila. The FDA started reviewing peptides. Rubio met Lavrov. Thursday had range.
Iran Today is the halfway point of the 60-day Iran deal. The first half looked nothing like a peace process. The US is sending refueling planes to Israel ahead of a possible escalation. Netflix missed on guidance. The IMF said global disinflation has stalled. Consumer sentiment jumped anyway. Friday closed a week that raised more questions than it answered.
National Security The US struck Iran for the 5th straight day. China fired a submarine missile. A DNI nominee dodged a basic question. And a Taco Bell outbreak is about to become a budget fight. Iran's negotiator said the door to diplomacy is open while threatening to destroy Gulf infrastructure. A labor policy overhaul landed quietly this week that will reshape hiring costs across agriculture and healthcare. Thursday had range.
Markets Iran requested the meeting. That's the whole story. A compute shortage, a record Dow close, and a phone call nobody saw coming, four unrelated headlines today that are actually one story about leverage.
