If you’ve been watching politics and markets in separate windows on your screen, today is the day you need to close one of them — because the story of the week is the same story either way, and you’re missing the trade if you’re not seeing both simultaneously. On Wednesday, February 19, President Trump escalated […]
Category: White House
Jobs report crushes 130K destroys Treasury bulls as 10-year yield plunges to 3.94% while mortgage refi window slams shut at 5.98%
The January nonfarm payrolls report delivered stunning upset on Wednesday February 11, showing 130,000 jobs added versus economist estimates of just 55,000, crushing Treasury bulls who had positioned for weak data that would accelerate Federal Reserve rate cuts. The 10-year Treasury yield initially spiked on the strong employment print before reversing dramatically to close at […]
Healthcare stocks surge 3% as VA Secretary terminates transgender services while redirecting billions toward disability care and prosthetics manufacturers
Healthcare stocks rallied sharply Tuesday February 4 as Veterans Affairs Secretary Doug Collins’ announcement phasing out gender dysphoria treatments while redirecting savings toward severely injured veterans created immediate winners among companies providing prosthetics, mobility devices, and rehabilitation services to paralyzed and amputee populations. The policy shift, which terminates hormone replacement therapy for new transgender veterans […]
Trump names hawkish Kevin Warsh as Fed chair while mortgage rates creep higher as bond vigilantes wake from decade-long slumber
President Trump’s Thursday announcement nominating Kevin Warsh to replace Jerome Powell as Federal Reserve Chairman sent shockwaves through bond markets that had hoped for dovish replacement willing to cut rates aggressively despite persistent inflation, with the selection of a known monetary hawk who served on the Fed Board from 2006 to 2011 signaling that the administration recognizes […]
Trump threatens tariffs on eight European countries over Greenland as Iran death toll hits 3,900 while Pentagon deploys 1,500 troops to Minnesota
President Trump’s Monday morning threat to impose tariffs on eight European countries that oppose his ambition to annex Greenland escalated already severe transatlantic tensions into potential economic warfare between NATO allies, demonstrating how the administration’s aggressive foreign policy has created simultaneous crises across multiple theaters while domestic military deployments reach levels unprecedented in modern peacetime […]
Trump’s $1.5 trillion defense spending bomb threatens bond markets as deficit explosion forces rethink of fixed income allocations
President Trump’s Wednesday announcement calling for U.S. military spending to surge to $1.5 trillion in 2027, up from the 2026 military budget set at $901 billion, sent shockwaves through bond markets that were already grappling with elevated yields and concerns about federal deficit sustainability. The proposed 66% spending increase in a single year would blow […]
Trump vows “serious retaliation” after ISIS attack kills two U.S. soldiers and civilian interpreter during joint patrol with Syrian forces
President Donald Trump pledged, Saturday, to pursue “serious retaliation” against ISIS after an ambush in central Syria killed two American soldiers and a civilian interpreter during what was described as a joint patrol with the new Syrian transitional government’s forces. An investigation is under way to determine whether the attacker was linked to ISIL, but […]
Democrats release Epstein photos showing Trump alongside convicted pedophile at multiple events, White House dismisses images as “nothing new”
Congressional Democrats released hundreds of previously unpublished photographs Thursday, showing President Donald Trump posing with convicted sex offender Jeffrey Epstein at social events throughout the 1990s and early 2000s, reigniting questions about the depth of their relationship despite Trump’s repeated claims he barely knew the financier. The images, obtained from Epstein’s personal email account and […]
Noem announces travel ban expansion to more than 30 countries as Trump administration tightens immigration vetting after National Guard shooting
Homeland Security Secretary Kristi Noem announced late Thursday that the Trump administration will expand its travel ban to more than 30 countries, representing a dramatic escalation of restrictions that began in June with 19 nations and now threatens to isolate America from nearly one-sixth of the world’s nations. The expansion would build on a travel […]
Supreme Court agrees to hear Trump birthright citizenship case as FIFA breaks tradition to award president controversial peace prize
The Supreme Court agreed, Friday, to decide whether President Donald Trump possesses constitutional authority to eliminate birthright citizenship for children born in the United States to illegal immigrants or temporary visitors, setting up a landmark ruling that could fundamentally reshape American immigration policy and the meaning of the 14th Amendment’s citizenship clause. The justices will […]
