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The market is not properly pricing in the risk of a closure of the Strait of Hormuz into inflation or equity markets.
Over 80 Labour Party MPs have suggested that UK Prime Minister Keir Starmer should resign.
According to public opinion polls dating back to the 1970s, Keir Starmer is the most unpopular British prime minister in history.
The US year-over-year CPI came in at 3.8%, higher than the previous month's 3.3% and above the Federal Reserve's target.
It is estimated that the Federal Reserve will shift to a neutral policy bias at its next meeting.
US inflation is predicted to average above 4.2% for the second quarter.
Japan's recent currency intervention has been successful, moving the USD/JPY exchange rate from 160 to 155 in a few days.
There is a bullish sentiment among observers regarding the deregulation efforts of the Javier Milei administration in Argentina.
Argentina's first quarter GDP was weak, indicating that the country's economic recovery will not be a straight line up.
A key advantage for Latin America is its energy independence from the Middle East.
A survey of commercial bank business economists identified trade wars and the debt profiles of developed economies as the biggest risks.
The private credit market is expected to see more disclosure, discipline, and regulatory direction in the future.