Glad you're with us. A pair of hefty donations to the Republican party suggests that Elon Musk may not be done with politics. The world's richest man and former head of Doge gave $5 billion each to main super PACs backing House and Senate Republicans.That's according to newly released campaign finance disclosures. And in a surprising move, Musk also spent $5 million to MAGA, Inc., President Trump's super PAC, despite his messy falling out with the president. Joining us now, New York Times reporter Teddy Sch ...

Market Confidence & Economic Policy - Politicizing the Fed and jobs numbers undermines market confidence [1] - Distrust in government statistics, even if partially justified, is exacerbated by politicization, creating long-term distrust [5] - Markets dislike "chilling effects" caused by perceived arbitrary actions, such as firing someone over disliked economic data [6] - The market reacted negatively to the possibility of a rate cut, indicating intertwined expectations [3] Federal Reserve & Interest Rates - The bond market shifted from a 30% to over 50% chance of a rate cut, influencing stock market reaction [3] - Lowering rates is typically done to stimulate a weak economy, creating inconsistency when claiming the economy is "absolutely amazing" [7] - The market anticipates a rate cut towards the end of the year, expecting a favorable response [8] Data Reliability & Market Trust - Financial markets and stock markets are fundamentally based on trust [11] - The stock market reacts negatively when job numbers are revised downwards, indicating a general trust in the directional correctness of government data [12] - While government numbers may not be perfect, they are generally directionally correct and useful for market analysis [13][14]

🇺🇸 TODAY: President Trump posts on Truth Social claiming Fed Chair Jerome Powell is costing the U.S. "Trillions of dollars" and is "too stupid & too political, to have the job of Fed Chair." https://t.co/bflMZArm1G ...

To date, division among Argentina’s opposition has allowed Javier Milei some control over Congress despite his party holding just 15% of seats. Squabbling on the margins isn’t helping https://t.co/A1OTpdgyug ...

Our next guest will weigh on uh weigh in on the deal environment, the Fed and more. Joining us now, Mullis and Company, Vice Chairman, Eric Caner. He of course a former Congressman uh of Virginia, served as House Majority Leader.Uh you you're like a Renaissance man. I could ask you anything. I know that from uh DC to the halls of uh Wall Street.I'll talk I'll start let's start with deals. Andrew loves uh talking about deals whether they're happening or not. I in the guilded age, George Russell and it's like ...

The UK says it will recognize Palestine unless there's a ceasefire in Gaza. That gives Hamas another reason to block one, writes @MarcChampion1 (via @opinion) https://t.co/4BBmQh5old ...

Donald Trump’s return to the White House and his disregard for Europe have jolted the continent’s leaders. For France, however, the moment reveals an awkward paradox https://t.co/ixGgK3PAgj ...

Six months into Donald Trump’s second term, governors across America have fallen roughly into two groups: negotiators and warriors. But the former are losing ground https://t.co/V9jV6d4R2Z ...

Geopolitical Landscape - Donald Trump's potential return to the White House and his perceived disregard for Europe have unsettled European leaders [1] Country Specific Impact - France faces a "awkward paradox" due to the situation [1]

Political Landscape - A WSJ poll indicates the Democratic Party's image has declined to its lowest point in over 30 years [1] - Voters perceive the GOP as a superior choice on key election issues [1]