While futures are breaking out to the upside partly on the fact of concerns that President Trump said he’s sending them massive Armada to Iran but really if you cut through the noise it’s also about demand that is much stronger than expected. Yesterday Fed Chairman Jerome Powell said that the economy as entering 2026 on a “firm footing” with a “clearly improved” growth outlook since the last meeting, driven by strong consumption and factors like AI/data center buildout. This news is certainly e...
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