Greetings,
Commodities: US egg prices have dropped by more than 50% from their peak in recent weeks.


Equities: Companies with high exposure to the US government have widened their outperformance.

Emerging Markets: Turkish authorities have capped USD/TRY at 38. Will it hold?

The United Kingdom: The UK manufacturing sector appears to be in recession as demand crumbles.

Credit: Here is a look at leveraged loan issuance backed by private equity funds.

Global Developments: Military spending is beginning to rise after a prolonged period of decline.

Food for Thought: Betting markets’ odds of US tariff increases:

Edited by William Villacis
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