- Prior was -7.14B (revised to -7.60B)
- Exports 60.81B vs 60.44B prior (revised to 60.12B)
- Imports 66.66B vs 67.58B prior (revised to 67.72B)
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Family offices face real estate valuation shifts & tighter credit. 10-15% of their capital is in direct real estate.
Stripe hits $159B valuation; Circle surges 30% YTD on AI agent payment bets.
Hormuz shipping drops 85% on conflict fears. Brent crude hits $90, LNG tops 3-yr highs. Fertilizer prices surge.
Oil tops $90, gas prices surge amid Iran conflict. Energy markets face prolonged volatility.
Cantor Fitzgerald faces ethics probe over tariff refund trades; market sees huge potential returns but faces legal risks.
Housing market sees modest 1.8% sales gain, 0.4% price appreciation amid inflation & job fears.
AI & data firms join S&P 500; crude futures overbought since '90, but rally may continue.
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