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This week’s real drivers weren’t in the usual headlines: trade taxes creeping into P&Ls, a weaker yen rebooting carry, and OPEC+ trimming the market’s shock absorbers.
M&A revives. Trump wants fewer disclosures. Real rates still pinning. Narrative gaps widen — stay sharp.
Washington may switch off the data. Europe says its banks are “resilient.” Stablecoins are slipping into the wiring. The narrative is neat; the tape isn’t.
The dollar is slipping through America’s fingers. Oil is flowing like water. And credit spreads have collapsed into complacency mode. If you’re a HENRY, these are the tectonic shifts you need to see.
A quarter-point lower, credibility stretched thinner, politics in the room.
Data center land grabs, rate hikes, DOE land leases — infrastructure cracks deepen with AI’s lift.
Nuclear credits, grid squeeze, big power deals — this week the bottlenecks move from code to cables.
Markets are worshipping at the AI altar. The real gods are the grid, trade policy, and time-to-rack.
A million “missing” jobs, a record in gold, and a credibility test for the Fed—here’s what’s real and what’s theater.
Yields erupt. Tariffs unravel. Gold surges. Here’s what the bond revolt means for investors—and where disciplined income strategies still matter.
New tariffs hit core industries, Fed credibility erodes, and risk spreads quietly widen. Markets are chasing AI while ignoring the storm forming beneath.
