Good morning. On Fortune’s radar today: Apple’s loud, public secrecy. Markets: Up, up, and away! Yikes: Capex has been negative for six straight quarters. The Fed considers the “h” word. Don’t expect Congress to end the war. The price of fried eggs in Tehran. Quick note: Subscribe to the forthcoming Fortune Gulf Brief. Every Tuesday, this new newsletter will deliver clear-eyed, authoritative intelligence on the deals, decisions, policies, and power shifts shaping one of the world’s most consequential regions, written for the people who need to act on it. Sign up here. This story was originally featured on Fortune.com ...read more read less