Market May 15: War, Yields, and the OpEx Structure

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• WHY IS THE UAE ASKING FOR A US SWAP LINE?

• US Airlines Q1/2026: Sold Out, But Profits Wiped Out

• Canada Economic Outlook 2026

• US Banks Q1/2026: The Start of a New Cycle

• Private Credit: Not 2008 - But the Most Dangerous Since 2008

• UK: Is Underinvestment Destroying the Economy?

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Key Headlines:

• Trump-Xi Summit Summary

• US-Iran: No Progress

• UAE Builds Second Pipeline Outside Hormuz

• DOE Invests $94 Million in Nuclear Energy

• April Industrial Production Improves

• May Empire State Manufacturing Index Beats Forecasts

• Japan: PPI sees strongest growth in 12 years

• Trucking rates surged to $3.57/mile

• Samsung employees threaten strike over AI

• Anthropic closes $30 billion deal at a $900 billion valuation

• BofA forecasts hyperscaler cash flow margins to hit 0%

• Market: Semiconductors break down sharply, bonds sound the alarm