US stocks down badly today. Everyone was expecting rate cuts, but a stronger than expected jobs report today destroyed those hopes.
US inflation up to 3.8%.
SpaceX large IPO coming soon which will draw liquidity.
Marco Rubio telling congress the war with Iran is over.
Congress passing war resolution demanding Trump ends the war.
US inventories of high-end precision strike weapons and ballistic missile interceptors heavily depleted (depletion rates: 50-80% THAAD, 50% Patriot, 30-60% SM-3, 15-30% SM-6, 30% Tomahawk, 25% JASSM, 50-70% PrSM) and will take 5+ years to restore.
Israeli ballistic missile interceptors at critically low levels (100-200 Arrow/THAAD interceptors left) despite the US heavily depleting high end THAAD and SM-3/SM-6 interceptors to reduce the burden on Israeli air defences.
Large majority (70%+) of Iran's missile stockpile intact in missile cities with Iran already restoring access to 70-80% of the tunnel entrances and resuming drone production (and likely assembly of ballistic missiles albeit not full scale production).
Now we know why Iran's battle hardened leaders (Ali Abdollahi, Ahmad Vahidi, Majid Mousavi, Qalibaf, Eje'i, Arafi, Khamenei) are so confident in their position.