Fueling Anxiety

(1) Hot spots. (2) Tracking the price of gasoline. (3) Republicans are on it. (4) Hot tip: SPR will be tapped. (5) Sanctions are crushing Iran’s economy. (6) Still overweighting Energy, but ready to lighten up. (7) Speculators hold record net longs in gasoline and almost half of US inventories. (8) Driving less. (9) Iran is the new risk for Risk-On trades. (10) Overweight-rated Consumer Discretionary performing well despite higher gasoline prices. (11) An upbeat assessment of Germany. (12) Central banks still pumping. (13) “The Grey” (+).