H.C. Wainwright raises $TEM Tempus AI price target to $95 following an expanded Merck $MRK partnership.
The deal leverages the Lens AI platform for oncology research, with analysts seeing 81% upside as Tempus AI scales its curated data segment.
The deal leverages the Lens AI platform for oncology research, with analysts seeing 81% upside as Tempus AI scales its curated data segment.
$RDW
Redwire today announced that NASA has awarded the company an additional $4 million to support new drug development investigations on the International Space Station (ISS) using Redwire’s Pharmaceutical In-space Laboratory (PIL-BOX) technology.
"By supporting partners such as Aspera, Bristol Myers Squibb, Eli Lilly and Company, ExesaLibero Pharma, Purdue University, and Butler University, Redwire is helping drive a new era of biotechnology where microgravity unlocks insights that can improve treatments for some of the world’s most challenging diseases."
This additional funding expands an existing task order under a $25 million, five-year indefinite-delivery/indefinite-quantity contract through NASA’s In Space Production Applications (InSPA) program.
Redwire today announced that NASA has awarded the company an additional $4 million to support new drug development investigations on the International Space Station (ISS) using Redwire’s Pharmaceutical In-space Laboratory (PIL-BOX) technology.
"By supporting partners such as Aspera, Bristol Myers Squibb, Eli Lilly and Company, ExesaLibero Pharma, Purdue University, and Butler University, Redwire is helping drive a new era of biotechnology where microgravity unlocks insights that can improve treatments for some of the world’s most challenging diseases."
This additional funding expands an existing task order under a $25 million, five-year indefinite-delivery/indefinite-quantity contract through NASA’s In Space Production Applications (InSPA) program.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
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🇪🇺 Von der Leyen: "Returning to Russian fossil fuels would be a strategic blunder"
Interesting timing.
Because the alternative right now is:
❌ Hormuz effectively shut
❌ Iranian oil sanctioned
❌ Venezuelan oil , not enought
❌ G7 reserves covers 2mb/day of a 13-15mb/day gap
Europe's GDP is bleeding
All staring at an #energy crisis with no clean exit.
#Russia is sitting right there.
Pipeline intact.
Supply ready.
Saying "no" is a values statement.
But someone's going to have to explain that to european industry when the bills arrive.
Easy to hold the line when the pain is theoretical.
We're about to find out how unified Europe really is🧵
#oott #natgas #LNG
Interesting timing.
Because the alternative right now is:
❌ Hormuz effectively shut
❌ Iranian oil sanctioned
❌ Venezuelan oil , not enought
❌ G7 reserves covers 2mb/day of a 13-15mb/day gap
Europe's GDP is bleeding
All staring at an #energy crisis with no clean exit.
#Russia is sitting right there.
Pipeline intact.
Supply ready.
Saying "no" is a values statement.
But someone's going to have to explain that to european industry when the bills arrive.
Easy to hold the line when the pain is theoretical.
We're about to find out how unified Europe really is🧵
#oott #natgas #LNG
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
JUST IN 🚨: The largest release of strategic oil reserves is history is being prepared by the International Energy Agency 🤯👀
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
IRAN is secretly sending millions of barrels of oil to CHINA.
While other cargo ships are being hit by missiles, satellite images caught Iranian tankers going dark to sneak 12 million barrels of oil through the Strait of Hormuz.
Iran has even opened a secret terminal in the Gulf of Oman to keep China’s massive oil stockpile growing, even as their own missiles strike other vessels.
While other cargo ships are being hit by missiles, satellite images caught Iranian tankers going dark to sneak 12 million barrels of oil through the Strait of Hormuz.
Iran has even opened a secret terminal in the Gulf of Oman to keep China’s massive oil stockpile growing, even as their own missiles strike other vessels.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
JAPAN is opening its emergency oil reserves for the first time in 50 YEARS to stop a total national collapse.
Starting March 16th, the government will release 15 days of private oil and one full month of state reserves.
This is a, first of its kind move to keep the country running as the Iran war chokes off 95% of Japan’s energy supply.
Starting March 16th, the government will release 15 days of private oil and one full month of state reserves.
This is a, first of its kind move to keep the country running as the Iran war chokes off 95% of Japan’s energy supply.
Wednesday, Mar 11 2026, 12:00 UTC time
📋 US CPI & Markets
✅ Markets on edge as US consumer inflation data for February and CPI expectations loom — futures steady but sensitive to Iran tensions; US 10Y yield steadies ahead of the print.
✅ Dollar & Safe-havens
🔖 Dollar finds support on Middle East uncertainty; analysts say US inflation print may have limited dollar impact but keeps markets watchful.
📌 ECB & Eurozone
✅ Lagarde and other ECB officials vow to “do everything” to keep inflation in check; policymakers signal willingness to hike if Iran conflict pushes inflation higher — euro slides to a 3+ month low amid rate-hike repricing.
📋 European Yields & Stocks
🔖 German 10Y Bund and France 10Y OAT yields rise (Germany highest since Jan); Italy 10Y jumps ~10bp; UK 10Y gilt near four-month high. French stocks fall on hawkish rate outlook; FTSE MIB down ~1%.
📌 Energy & Oil
✅ Oil extends falls below $90 earlier, then forges higher on Gulf disruption; EU gas prices surge again as supply risks weigh on inflation and policy views.
📋 Germany & Inflation
🔖 German inflation confirmed ~2.0% (Feb) with risk of nearing 3% by summer per market talk — reinforcing ECB vigilance.
📌 UK Pound
✅ Pound climbs above $1.34 as rate-cut expectations ease and yields rise.
📋 Australia & NZ
🔖 AUD hits a 45-month top amid expectations three of Australia’s big four banks and several economists see an RBA hike next week; Australia 10Y yield near 14½-year high. Kiwi edges higher on inflation risks; NZX 50 jumps 1.5%.
📌 China & Trade
✅ China’s exports likely to remain solid but export hubs scramble over US tariff reprieve concerns; global trade dynamics keep FX and commodity flows in focus.
📋 Japan, Korea & Asia
🔖 Asia stocks mixed; Hang Seng reverses early gains ahead of US CPI. Regional markets sensitive to global inflation/energy headlines.
📌 Russia & Energy Revenues
✅ Russian oil benchmark used for taxation exceeds budget target, boosting state coffers — keeps geopolitical-energy links central to market pricing.
📋 Canada, Switzerland, Brazil
🔖 Swiss 10Y inches higher; Brazil and Canada mentioned in market breadth but no major country-specific shocks in headlines.
📌 Other Eurozone Data
✅ Spain retail sales rise ~4% y/y (Jan); Denmark current account and trade surplus narrow; Romania retail sales at lowest since 2020 — mixed regional demand signals.
📋 Fixed Income & Housing
🔖 US mortgage applications rise for fourth week; MBA ARM and refinance indices show ongoing rate sensitivity for housing markets.
📌 Macro Outlook
✅ Consensus: global economic strength mitigates stagflation risk but Iran conflict/energy shock and sticky inflation keep central banks (especially ECB & RBA) on hawkish alert — key events this week: US CPI, G7 meeting, central-bank commentary.
📋 US CPI & Markets
✅ Markets on edge as US consumer inflation data for February and CPI expectations loom — futures steady but sensitive to Iran tensions; US 10Y yield steadies ahead of the print.
✅ Dollar & Safe-havens
🔖 Dollar finds support on Middle East uncertainty; analysts say US inflation print may have limited dollar impact but keeps markets watchful.
📌 ECB & Eurozone
✅ Lagarde and other ECB officials vow to “do everything” to keep inflation in check; policymakers signal willingness to hike if Iran conflict pushes inflation higher — euro slides to a 3+ month low amid rate-hike repricing.
📋 European Yields & Stocks
🔖 German 10Y Bund and France 10Y OAT yields rise (Germany highest since Jan); Italy 10Y jumps ~10bp; UK 10Y gilt near four-month high. French stocks fall on hawkish rate outlook; FTSE MIB down ~1%.
📌 Energy & Oil
✅ Oil extends falls below $90 earlier, then forges higher on Gulf disruption; EU gas prices surge again as supply risks weigh on inflation and policy views.
📋 Germany & Inflation
🔖 German inflation confirmed ~2.0% (Feb) with risk of nearing 3% by summer per market talk — reinforcing ECB vigilance.
📌 UK Pound
✅ Pound climbs above $1.34 as rate-cut expectations ease and yields rise.
📋 Australia & NZ
🔖 AUD hits a 45-month top amid expectations three of Australia’s big four banks and several economists see an RBA hike next week; Australia 10Y yield near 14½-year high. Kiwi edges higher on inflation risks; NZX 50 jumps 1.5%.
📌 China & Trade
✅ China’s exports likely to remain solid but export hubs scramble over US tariff reprieve concerns; global trade dynamics keep FX and commodity flows in focus.
📋 Japan, Korea & Asia
🔖 Asia stocks mixed; Hang Seng reverses early gains ahead of US CPI. Regional markets sensitive to global inflation/energy headlines.
📌 Russia & Energy Revenues
✅ Russian oil benchmark used for taxation exceeds budget target, boosting state coffers — keeps geopolitical-energy links central to market pricing.
📋 Canada, Switzerland, Brazil
🔖 Swiss 10Y inches higher; Brazil and Canada mentioned in market breadth but no major country-specific shocks in headlines.
📌 Other Eurozone Data
✅ Spain retail sales rise ~4% y/y (Jan); Denmark current account and trade surplus narrow; Romania retail sales at lowest since 2020 — mixed regional demand signals.
📋 Fixed Income & Housing
🔖 US mortgage applications rise for fourth week; MBA ARM and refinance indices show ongoing rate sensitivity for housing markets.
📌 Macro Outlook
✅ Consensus: global economic strength mitigates stagflation risk but Iran conflict/energy shock and sticky inflation keep central banks (especially ECB & RBA) on hawkish alert — key events this week: US CPI, G7 meeting, central-bank commentary.
Volkswagen is officially cutting 50,000 jobs as profits crash to their lowest level in a decade.
Europe’s largest carmaker announced today that it will eliminate roughly 17% of its German workforce by 2030 to stop a total financial collapse.
Profits plummeted 44% last year because the company is being hit from every side:
1) China: Local brands like BYD are crushing VW with cheaper, smarter EVs, causing sales in their biggest market to fall off a cliff.
2) U.S. Tariffs: Trump’s 25% tariffs on imported cars cost VW nearly 3 billion euros in a single year, making it almost impossible to sell German cars in America.
3) Energy Costs: Electricity and labor in Germany have become so expensive that VW is closing its first German factory in history because it's no longer viable to build cars there.
Europe’s largest carmaker announced today that it will eliminate roughly 17% of its German workforce by 2030 to stop a total financial collapse.
Profits plummeted 44% last year because the company is being hit from every side:
1) China: Local brands like BYD are crushing VW with cheaper, smarter EVs, causing sales in their biggest market to fall off a cliff.
2) U.S. Tariffs: Trump’s 25% tariffs on imported cars cost VW nearly 3 billion euros in a single year, making it almost impossible to sell German cars in America.
3) Energy Costs: Electricity and labor in Germany have become so expensive that VW is closing its first German factory in history because it's no longer viable to build cars there.
The Convergence ~ While the world watches Hormuz, the real story is Tehran's cardboard cutout and Baghdad's digital dinar.
March 10. Tehran holds a loyalty rally for its new supreme leader. Mojtaba Khamenei, appointed 48 hours earlier, doesn't show up. They wheel out a cardboard cutout instead.
Sit with that image for a second.
This is a regime that has projected unbroken strength since 1979. Revolutionary Guards pledging blood oaths. Commanders kissing the ring. And the best they can produce at the succession ceremony is a life-size photo propped on a stage.
The New York Times reported Mojtaba sustained leg injuries in the February 28 strikes. Conscious but held in a secure location with limited communication. Israel's foreign ministry already branded him "the cardboard leader." Lindsey Graham said publicly he'll meet the same fate as his father.
That's the surface. Hormuz is the other half.
CENTCOM destroyed 16 Iranian minelayers near the strait yesterday. Iran started laying mines. A few dozen so far, but the IRGC still holds 80-90% of its small boat fleet. The Pentagon responded immediately and used the same targeting tech deployed against cartel drug runners off the coast of Venezuela.
150 ships anchored outside the strait. Major marine insurers pulled all coverage. Oil touched $120 a barrel Monday. 20% of global crude runs through that chokepoint. The world is locked on Hormuz because Hormuz is dramatic and easy to follow.
But something quieter happened on March 8.
Same day Mojtaba was named supreme leader, the Central Bank of Iraq issued a formal statement. The Iraqi dinar is stable. The regional war is not affecting it.
That timing deserves your full attention.
Iraq's oil exports move through Hormuz. 15 million barrels per day of Gulf crude are stranded. Kuwait is intercepting drones. Saudi Arabia is shooting them down over Shaybah. The entire Gulf energy corridor is under active military pressure.
And Baghdad's central bank steps to the microphone to say the dinar is fine.
That reads like pre-positioning. ASYCUDA went live across Iraq's major ports at the start of 2026, replacing cash-based customs processing. Baghdad Airport customs revenue jumped 215% after implementation. Electronic billing mandates are in effect. The CBI gave 72 banks three options earlier this year. Meet standards, merge, or exit. No extensions.
Infrastructure doesn't wait for headlines. It runs underneath them.
Arab tribal leaders in Khuzestan province just issued a declaration rejecting the Islamic Republic. Khuzestan holds roughly 80% of Iran's oil reserves. The internal fracture is running parallel with the external strikes.
Two timelines. Tehran is burning through whatever institutional credibility remains. Baghdad is quietly locking in digital settlement rails while everyone else watches missiles and mines.
IMO the CBI statement on March 8 will age the way central bank denials always age when the preparation is already visible. You deny, you prepare, you control, then you act. We're somewhere between steps two and three.
Still watching Khuzestan. If that oil province breaks, the financial corridor between Baghdad and Tehran that kept dollars flowing to the IRGC for a decade goes dark for good. Iraq's rate is being held where it is because the pipes aren't clean yet.
They're getting cleaner by the week.
IRAQ ➕ IQD ➕ VND ➕ VES ➕XRP 🟰 RV
March 10. Tehran holds a loyalty rally for its new supreme leader. Mojtaba Khamenei, appointed 48 hours earlier, doesn't show up. They wheel out a cardboard cutout instead.
Sit with that image for a second.
This is a regime that has projected unbroken strength since 1979. Revolutionary Guards pledging blood oaths. Commanders kissing the ring. And the best they can produce at the succession ceremony is a life-size photo propped on a stage.
The New York Times reported Mojtaba sustained leg injuries in the February 28 strikes. Conscious but held in a secure location with limited communication. Israel's foreign ministry already branded him "the cardboard leader." Lindsey Graham said publicly he'll meet the same fate as his father.
That's the surface. Hormuz is the other half.
CENTCOM destroyed 16 Iranian minelayers near the strait yesterday. Iran started laying mines. A few dozen so far, but the IRGC still holds 80-90% of its small boat fleet. The Pentagon responded immediately and used the same targeting tech deployed against cartel drug runners off the coast of Venezuela.
150 ships anchored outside the strait. Major marine insurers pulled all coverage. Oil touched $120 a barrel Monday. 20% of global crude runs through that chokepoint. The world is locked on Hormuz because Hormuz is dramatic and easy to follow.
But something quieter happened on March 8.
Same day Mojtaba was named supreme leader, the Central Bank of Iraq issued a formal statement. The Iraqi dinar is stable. The regional war is not affecting it.
That timing deserves your full attention.
Iraq's oil exports move through Hormuz. 15 million barrels per day of Gulf crude are stranded. Kuwait is intercepting drones. Saudi Arabia is shooting them down over Shaybah. The entire Gulf energy corridor is under active military pressure.
And Baghdad's central bank steps to the microphone to say the dinar is fine.
That reads like pre-positioning. ASYCUDA went live across Iraq's major ports at the start of 2026, replacing cash-based customs processing. Baghdad Airport customs revenue jumped 215% after implementation. Electronic billing mandates are in effect. The CBI gave 72 banks three options earlier this year. Meet standards, merge, or exit. No extensions.
Infrastructure doesn't wait for headlines. It runs underneath them.
Arab tribal leaders in Khuzestan province just issued a declaration rejecting the Islamic Republic. Khuzestan holds roughly 80% of Iran's oil reserves. The internal fracture is running parallel with the external strikes.
Two timelines. Tehran is burning through whatever institutional credibility remains. Baghdad is quietly locking in digital settlement rails while everyone else watches missiles and mines.
IMO the CBI statement on March 8 will age the way central bank denials always age when the preparation is already visible. You deny, you prepare, you control, then you act. We're somewhere between steps two and three.
Still watching Khuzestan. If that oil province breaks, the financial corridor between Baghdad and Tehran that kept dollars flowing to the IRGC for a decade goes dark for good. Iraq's rate is being held where it is because the pipes aren't clean yet.
They're getting cleaner by the week.
IRAQ ➕ IQD ➕ VND ➕ VES ➕XRP 🟰 RV
✍1
Wednesday, Mar 11 2026, 12:05 UTC time
📋 Latest Important Headlines — Market Snapshot
✅ US Inflation Watch — Investors Await U.S. Inflation Data For Clues on Future Rate Cuts\n
🔖 Markets are braced for CPI prints that will shape expectations for the timing of Federal Reserve rate cuts. Soft inflation would boost risk appetite, favor equities and weaken the US dollar; hotter prints could keep yields elevated and support USD strength. Positioning: expect muted trading ahead of the release and higher volatility on the print.
🔖 UK Energy Transition Outlook — Clean energy shift could shield UK economy from fossil fuel turmoil\n
📌 Policy momentum toward renewables and investment in green infrastructure is seen as a buffer against global fossil fuel shocks. Implications: Sterling may gain modestly on reduced energy-risk premium; sectors exposed to renewables and infrastructure spending (construction, utilities) look constructive.
📌 US Futures & Market Tone — US Futures Hold Muted Trading\n
📋 Risk-on signals are limited as traders await macro data (notably US CPI) and look through mixed corporate updates. Expect low-volume moves, subdued FX flows, and potential intraday spikes aligned with data/news releases.
🔖 Forex & Rates Takeaway — Market actionable summary\n
📌 Short-term: USD sensitivity to CPI remains high — dovish surprise = weaker USD; hawkish surprise = stronger USD and higher Treasury yields.\n
📋 Europe/UK: Energy transition narrative supports GBP and Euro resilience vs. commodity-driven currencies.\n
✅ Trade idea (risk-managed): consider volatility strategies around US CPI (e.g., tight straddle/strangle sizing) and selective exposure to UK renewable names ahead of policy catalysts.
📋 Latest Important Headlines — Market Snapshot
✅ US Inflation Watch — Investors Await U.S. Inflation Data For Clues on Future Rate Cuts\n
🔖 Markets are braced for CPI prints that will shape expectations for the timing of Federal Reserve rate cuts. Soft inflation would boost risk appetite, favor equities and weaken the US dollar; hotter prints could keep yields elevated and support USD strength. Positioning: expect muted trading ahead of the release and higher volatility on the print.
🔖 UK Energy Transition Outlook — Clean energy shift could shield UK economy from fossil fuel turmoil\n
📌 Policy momentum toward renewables and investment in green infrastructure is seen as a buffer against global fossil fuel shocks. Implications: Sterling may gain modestly on reduced energy-risk premium; sectors exposed to renewables and infrastructure spending (construction, utilities) look constructive.
📌 US Futures & Market Tone — US Futures Hold Muted Trading\n
📋 Risk-on signals are limited as traders await macro data (notably US CPI) and look through mixed corporate updates. Expect low-volume moves, subdued FX flows, and potential intraday spikes aligned with data/news releases.
🔖 Forex & Rates Takeaway — Market actionable summary\n
📌 Short-term: USD sensitivity to CPI remains high — dovish surprise = weaker USD; hawkish surprise = stronger USD and higher Treasury yields.\n
📋 Europe/UK: Energy transition narrative supports GBP and Euro resilience vs. commodity-driven currencies.\n
✅ Trade idea (risk-managed): consider volatility strategies around US CPI (e.g., tight straddle/strangle sizing) and selective exposure to UK renewable names ahead of policy catalysts.
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The Iranian regime shows footage of underground naval tunnels packed with fast-attack boats, anti-ship missiles, and naval mines.
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