Government Shutdown Impact - The shutdown is considered destructive, hindering efforts to lower American energy costs and build manufacturing facilities [1] - Approximately 100,000 contractors modernizing the nuclear weapons stockpile may face unpaid work, potentially leading to job loss and program disruption [2][3] - The National Nuclear Security Administration may furlough employees due to lack of funds, impacting the nuclear stockpile modernization program [3][4] National Security Concerns - Modernization program to replace older weapons with new modern weapons is a key part of the job [5] - While existing nuclear stockpile will be secure, the modernization program faces disruption due to the shutdown [4][5] - The speaker adamantly favors ending the shutdown to ensure America's nuclear safety [5]

Treasury Secretary Scott Bessant and US Trade Representative Jameson Greer are blasting China's move to curb exports of rare earth minerals, calling that action a threat to the global supply chain. Joining us right now for the latest is Michael Silver, the CEO and chairman of American Elements. That is a private US-based company that distributes advanced materials, including rare earths.And Michael, thank you for being with us today. >> My pleasure. Le let's talk a little bit about what you do.You're you're ...

If we don't have the use of tariffs, we have no national security. This country will have no financial security, will not have national security. And the people that brought the lawsuit are people that are aligned with foreign nations that are now being treated fairly as opposed to just ripping us off and ripping us aunder.So, but if we don't if we are not allowed to use what other people use against us, there's no defense. It'll be a disaster for America. That's why I think I'm going to go to the Supreme C ...

The US FCC took steps to block one of Hong Kong’s largest phone companies from accessing domestic telecom networks, citing national security concerns https://t.co/sCsEBkp3dr ...

Trade Policy & National Security - The report suggests a link between tariffs and national security, implying that tariffs are considered essential for maintaining national security [1]

Core Insights - FTI Consulting has appointed Paul Abbate as a Senior Managing Director in its National Security offering, leveraging his extensive law enforcement and intelligence experience [1][2][4] Company Overview - FTI Consulting is a global expert firm specializing in crisis and transformation, with over 7,900 employees across 32 countries and territories as of June 30, 2025 [8] - The company generated $3.70 billion in revenues during fiscal year 2024 [8] Appointment Details - Paul Abbate brings nearly 30 years of experience from the FBI, where he served in various executive leadership roles, including Deputy Director [2][5] - In his new role, Abbate will focus on helping clients identify geopolitical risks and combat threats, including espionage and insider threats [3][6] National Security Offering - FTI Consulting's National Security experts come from diverse backgrounds, including law enforcement and intelligence, providing comprehensive solutions for compliance with national security regulations [7] - The firm aims to enhance organizations' defenses against national security incidents and support investigations related to regulatory enforcement actions [7]

Shares of US rare earth miners jumped yesterday and have been on the move for the past month. The sector getting an initial boost after President Trump threatened tariffs on China and JP Morgan Chase yesterday released a $1.5% trillion plan including up to 10 billion dollars for critical mineral investments. Yesterday on Squawkbach Wharton's Jeremy Seagull told us that in his words it is scandalous that the United States doesn't have a rare earth's reserve.Joining us right now is Ben Emmens. He is Fed Watch ...

Core Viewpoint - JPMorgan Chase is launching a $1.5 trillion initiative aimed at enhancing U.S. economic and national security over the next decade, focusing on strategic industries critical for global security [1][2]. Investment Strategy - The initiative will involve direct equity and venture capital investments of up to $10 billion, primarily targeting smaller and middle-market companies in the U.S. to accelerate growth and build new facilities [5][9]. - The investment is described as a commercial endeavor rather than philanthropic, with expectations of returns driven by increased government and investor focus on security and resiliency [9][10]. Global Security Context - The initiative is positioned as essential for improving global security, with the assertion that a strong U.S. is vital for overall global stability [2][4]. - JPMorgan has already been involved in enhancing Europe's liquefied natural gas supply chain, reflecting its commitment to bolstering critical energy sources [4]. Implementation and Oversight - The initiative will be overseen by JPMorgan executives, including the CEO of asset and wealth management and the co-CEOs of commercial and investment banking, with plans to hire a dedicated investment team [15].

Core Insights - JPMorgan Chase plans to invest $10 billion in companies critical to US national security, aiming to enhance America's defenses [1] - The investment strategy focuses on supply chain independence, energy independence, defense and aerospace technologies, and frontier technologies like quantum computing and artificial intelligence [3] Investment Plans - JPMorgan aims to facilitate and finance $1.5 trillion for national security-related companies over the next decade, which is a 50% increase from previous plans [5] - The bank's investment is seen as a response to the US's reliance on unreliable sources for critical minerals and products [2] Market Reaction - Following the announcement, shares in JPMorgan rose by 2.3%, indicating market confidence in the bank's strategic direction [5] - The investment has positively impacted US rare earth miners, with MP Materials shares rising by 21.3% and USA Rare Earth by 18.6% [4]

Political Commentary & Justice Department - The former Vice President accuses Donald Trump of weaponizing the Justice Department and undermining the rule of law [1] - Concerns are raised about the politicization of the Department of Justice and the Eastern District of Virginia, potentially undermining its credibility and legitimacy [4] - The administration is perceived to be deliberately creating tension and confusion within organizations upholding law, order, and justice [6] National Security & Government Operations - Focusing on political targets diverts resources from actual threats to national security, such as terrorism and counterintelligence [3] - Deconstruction of the federal government impacts the ability to address domestic issues and international obligations [9] - There are concerns about the impact on federal employees and a decline in interest among college students in pursuing careers in public service due to politicization [7][10] International Relations & Peace Negotiations - Questions are raised about the credibility of the US government in negotiating peace abroad while targeting critics at home [17] - While acknowledging the importance of the hostage release deal, there are concerns that it may be treated as a real estate transaction [16][21] - The need for continued focus on a comprehensive plan for the Palestinian people, including self-determination and statehood, is emphasized [22][23][24]