Politics News
Markets, macro and movers — curated.
The Trade Deficit Trump Can't Blame on a Crisis
August's $105.6 billion trade gap hit a record with no crisis to blame, as tariffs raised import prices without cutting imports.
Fed's 25bp Hike Removes "A Dose of Accommodation," Sets Up Tense October Meeting
The Fed's surprise unanimous 25bp hike removes 2025's insurance cuts, lifts yields, and leaves October's meeting politically hard before the midterms.
SEC Opens the Door to On-Chain Tokenized Stocks as the Clarity Act Stalls
The SEC's new innovation exemption lets crypto platforms trade tokenized stocks after the Clarity Act stalled in Congress, reshaping U.S. crypto rules.
Clarity Act Stalls in Senate, But Crypto Adoption Keeps Rolling
The Senate blocked the Clarity Act, but regulators and market adoption are set to fill the gap for stablecoins and tokenized assets.
The Clarity Act Fails: What the Crypto Vote Really Means for U.S. Regulation
The U.S. Senate rejected the crypto Clarity Act 49-50, but tokenization and regulatory action are still moving forward without it.
Treasury Yields Top 5%, Crypto's Clarity Act Fails, SoftBank Backs OpenAI with $12B Loan
10-year yield tops 5% before the Fed decision, the crypto Clarity Act fails a Senate vote, and SoftBank secures $12B for OpenAI.
Crypto's Biggest Week: The Clarity Act Vote and the Fed Decision
Two major catalysts hit crypto this week - the Senate Clarity Act vote and the Fed's rate decision - and both could break bullish against expectations.
Fed Rate Decision in Focus as Oil Spikes and Rates Hit Multi-Year Highs
Oil prices spike and interest rates hit multi-year highs as the Fed and Chair Kevin Warsh prepare a rate decision on September 16.
CPI as the Key Driver for Stocks and Yields Ahead of the Fed Meeting
How CPI, the pace of Fed rate moves, and the 10-year yield will steer equities, with notes on Fed reform, debt, and a $5,000 payment proposal.
Warsh's Jackson Hole Message: AI Must Deliver the Productivity to Tame Inflation
A Jackson Hole speech pins hopes on AI to lift productivity and ease inflation, while a 2% target and high rates squeeze housing.
Crypto's Rebound and the Clarity Act's Uncertain Path Through the Senate
Bitcoin's 23% weekly jump traces to Treasury moves, while the Clarity Act faces a tight Senate window with only a 22% chance of passage.
The Clarity Act and Bitcoin's Rally: Rules, Risks, and What Comes Next
Bitcoin topped 77,000 on ETF flows and Washington's crypto push, while the Clarity Act faces low odds of passing this year.
The Clarity Act Fight: Crypto's Rules Hang in the Balance
The U.S. Senate debates the Crypto Clarity Act, split over consumer protection, ethics rules, and whether America is falling behind the world.
The Clarity Act's One-Week Window: Wall Street Lines Up Behind Crypto's Big Bill
A merged Clarity Act draft heads for a possible Senate floor vote the week of August 3rd, with over $30 trillion in finance backing it.
The Clarity Act's 11-Day Deadline and Why Bitcoin May Have Bottomed
The Clarity Act faces an 11-day Senate deadline before August recess, while Bitcoin sentiment signals point to a market bottom.
The Clarity Act Nears the Finish Line as Crypto Rules Take Shape
An ethics deal on the Crypto Clarity Act clears a key roadblock, pushing the bill close to passage before the August recess.
Falling Prices Are a Fix, Not a Threat: Why Inflation Is a Money Problem
Why the soft inflation number is a mirage, how deficits and the Fed drive prices up, and why suppressed rates quietly rob middle-class savers.
Peter Schiff: Real Rates Are Falling and the Trade Gap Is the Real Warning
Why rate hikes still count as cuts, why tariffs failed to close a record trade gap, and why government cannot hand out what it does not produce.
Trump Courts Crypto Before the Midterms While Strategy's First Bitcoin Sale Signals a Bottom
Trump signals Bitcoin openness before the midterms as Strategy sells Bitcoin for the first time, and the muted market reaction points to a bottom.
The Crypto Clarity Act and the Case for Bitcoin's Bottom
Why a pending US crypto regulation bill, shifting law enforcement support, and institutional moves point to a Bitcoin relief rally.