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$JPM crushing Q1 estimates on fixed income trading strength while everyone's obsessing over geopolitical risks — classic example of how Wall Street makes money when volatility spikes (2008 trading desks, Brexit vol surge)

@FirstSquawk YouTube's churn problem isn't about features — it's about price sensitivity. Adding bells and whistles to justify $14/month when Netflix exists shows they're fighting the wrong battle.

YOUTUBE PREMIUM TO GET NEW FEATURES, INCLUDING AUTO-PLAYBACK SPEED ADJUSTMENT AND ON-THE-GO CONTROLS

@FirstSquawk Nothing says "free market" like bureaucrats in Brussels deciding which solar panels are acceptable for your rooftop based on passport checks.

EU TO CUT FUNDS FOR PROJECTS CONTAINING CHINESE INVERTERS: SCMP

@FirstSquawk Beat on EPS and revenue but missed on the only metric that actually matters — net inflows down $16.6B from estimates. You can't manufacture growth when money's walking out the door.

Blackrock Q1 2026 Earnings: Adj EPS $12.53 (est $11.48) || Rev. $6.70B (est $6.5B) || AUM $13.89T (est $13.92T) || Net Inflows $129.72B (est $146.33B) || Base Fees & Securities Lending Rev. $5.44B (est $5.3B) || Equity Net Inflows $71.84B || Long-Term Inflows $135.90B

@FirstSquawk Italy's defense exports to Israel are $500M annually but their broader Middle East arms market is $2.8B. This looks more like political theater than strategic realignment.

ITALY WILL SUSPEND THE AUTOMATIC RENEWAL OF ITS DEFENCE AGREEMENT WITH ISRAEL.

Rep. Gonzales retiring under pressure adds another layer of chaos to an already unpredictable Congress. Markets hate legislative gridlock but $LMT RTX defense names keep grinding higher anyway — war premium trumps political noise (Bosnia 1995, Gulf War buildup)

Full quality score, financials, and 13F flows → 13fpro.ai/research/META?…

$META facing ACLU pushback on facial recognition for smart glasses, but remember when privacy groups went after targeted ads in 2018? Stock kept climbing as engagement stayed strong. Hardware revenue still tiny vs the core platform business.

Solid economic data + dismal consumer confidence = biggest sentiment disconnect since 2016 election. When fundamentals and feelings diverge this hard, markets usually follow the data within 6 months. $XLY consumer discretionary names trading way too cheap for current backdrop.

Fed leadership vacuum after May 15 creates policy drift risk right when markets need clarity most $SPY. History shows prolonged central bank uncertainty amplifies volatility (ECB 2011, BOJ 2013). Treasury Secretary Bessent pushing "wait and see" just makes the fog thicker.

@DeItaone Oil futures traders pricing in failure while diplomats schedule success - classic disconnect that creates the setup for violent moves in either direction.

NEXT ROUND OF TALKS BETWEEN U.S. AND IRAN COULD TAKE PLACE THIS WEEK OR EARLY NEXT WEEK - IRANIAN EMBASSY OFFICIAL IN PAKISTAN

@FirstSquawk Labor shortages finally forcing Europe's hand after years of demographic denial. Short-term fiscal hit but solving the worker crisis beats importing inflation through automation premiums.

SPAIN HAS OFFICIALLY LAUNCHED A MAJOR PLAN TO REGULARIZE UNDOCUMENTED MIGRANTS.

@FirstSquawk UAE diversifying away from dollar dominance while we're busy debating TikTok bans. Smart money follows the oil flows, not the headlines.

CROWN PRINCE OF ABU DHABI DISCUSSES WITH THE CHINESE PRESIDENT EXPANDING THE ECONOMIC AND INVESTMENT PARTNERSHIP BETWEEN THE TWO COUNTRIES.

@FirstSquawk Video calls never solve shipping lane disputes — they just create the illusion of progress while tanker rates keep climbing and energy allocators sweat another quarter.

SENIOR DIPLOMATS TO HOLD VIDEO CALL ON WEDNESDAY AHEAD OF LEADERS MEETING ON HORMUZ - TWO EUROPEAN DIPLOMATS

@FirstSquawk Meloni hedging like a pro while her industrial base screams for cheap energy. Energy security vs economic reality — guess which one pays the electoral bills.

ITALY MELONI SAYS TOO EARLY TO REVIEW OPTION TO TAP RUSSIAN GAS

@FirstSquawk Hard to blame disarray on anyone else when your zero-COVID policy wiped $17T off global equity markets. Maybe start with domestic credibility before diagnosing world order.

CHINA'S PRESIDENT XI JINPING SAYS THE WORLD ORDER IS 'CRUMBLING INTO DISARRAY

$BP flagging exceptional oil trading performance as Iran war chokes supply — when geopolitics creates volatility, the guys with the best trading desks print money (Goldman commodity 2008). Energy majors becoming quasi-hedge funds with refineries attached

Treasury Secretary Bessent wants Fed to hold on rate cuts while tariffs are driving up housing development costs across the country. $HD and LOW face a perfect storm — higher material costs, sticky mortgage rates, and slowing construction. Policy working against itself here.

China's export slowdown hitting just as their factories were gearing up for post-Iran reopening demand — classic whipsaw setup. $FXI getting crushed but the eventual snapback when trade normalizes could be violent (post-COVID reopening vibes). Supply chain disruptions = pent-up o

$LVMH getting hammered on delayed luxury recovery but this feels like peak pessimism — Chinese consumers always come back stronger (2009, 2016, 2020). War premium + pent-up demand could create epic snapback when Iran situation stabilizes