Global Market Overview - Global bond yields are climbing due to political uncertainty in France and Japan [1][42] - The U S stock market shows signs of frothiness and speculative excess [6][74] - Political changes are causing turmoil in markets around the world [68] Political and Economic Instability - The French Prime Minister resigned, leading to a weaker Euro and rising bond yields [1][3][45] - Japan is set for a new pro-stimulus leader, pressuring bonds and the Yen [1][11][13] - The U S government faces a shutdown, with federal workers at risk of mass firings [1][18][26] U S Policy and Trade - The U S is considering an equity stake in critical minerals, with a 77% jump in critical metals [5] - Potential renegotiation of the U S-Japan trade deal could impact relations [17] - Stellantis is planning to invest approximately $10 billion in the U S, while lobbying against potential tariffs [25] Company Specific News - Boeing signals an output hike for its 737 MAX jets as early as October, potentially increasing production from 38 to 42 jets per month [1][23][55][56] - Aston Martin expects sales to fall by a mid to high single-digit percentage this year due to U S tariffs [23][24] - Morgan Stanley upgraded Micron to a buy, anticipating double-digit growth in the next few quarters [5][48]