amzn has blocked muse ..

So clearly AI like any other software  can be denied access .. all you have to do is hire the right IT people ..!

cost of AI buildup is starting to show up in company balance sheets

fed held the rates same as expected

10Y dropped under 5p ..

As French 10Y go higher than US ..!

Both are right indicating slower growth from here; addionally, Crude near 100 is not helping ..!

CPI came hot ...

No surprise there .. market drops about 1p .. no worries there .. but the cause of inflation so far is mainly crude and diesel.. so it's all Trump did poking iran where he had no business .. tariffs w/o congress approval .. SC slashed them ..  anyway, dems get the house, at least and put a check on him and life becomes a bit normal.

Trump does a deal with Putin for Diesel ...

Simply a lol moment .. nothing else to add ..!

wide gap is happening bet paper crude and physical delivery ...

delivery/physical crude is about $30 higher than the paper / futures ..

exact opposite phenomenon to what occurred during Covid when crude futures went negative to -35.