Politics Trump Won't Rule Out National Security Emergency to Control 2026 Election Trump declined to rule out declaring a national security emergency to assert control over the 2026 midterms, telling a right-wing host that “stranger things have happened.” Political risk desks are watching closely.
Markets Trump Media: HFTs Paying $60K-$100K/Month for Early Truth Social Posts Trump Media says more than 10 customers, mostly high-frequency trading firms, are paying $60,000 to $100,000 a month for Truth API, a millisecond-fast feed of top Truth Social posts.
Politics Warren Presses Apple, Amazon, Walmart to Hand Tariff Refunds to Consumers Senator Elizabeth Warren wrote to Apple, Amazon, Walmart, Target, Nike, Motorola and Energizer, pressing them to pass IEEPA tariff refunds through to consumers instead of pocketing the cash.
Markets NYC to Study First U.S. Transit Thermal Energy Network to Cool Subways Mayor Mamdani, Gov. Hochul and the MTA unveiled an $800,000 study for a Thermal Energy Network to cool NYC subway platforms and reuse the captured heat to warm municipal buildings, in what would be a U.S. transit first.
Politics Trump Secretly Flew Out of Turkey in Catering Container Amid Iran Threat Trump was secretly moved off Air Force One in Ankara via an airport catering truck and flown out of Turkey on a smaller C-32A jet amid a credible Iranian assassination threat, per reports.
Geopolitics Trump Demands Iran Pay U.S. Compensation, Rejects Tehran's Damage Claim Trump rejected Iran's demand for war-damage compensation and countered with his own reparations claim, keeping Middle East risk and oil headline sensitivity elevated.
Macro 40% of Americans Near 60 Have No Retirement Account: AARP Roughly 40% of Americans aged 55-65 have no retirement account, per AARP data cited by Apollo’s Torsten Slok. Social Security is becoming the entire plan for millions heading into retirement.
Politics Trump Warns He May Be the Last Republican President Trump warned he could be the last Republican president if Democrats retake Congress in the 2026 midterms, raising the political stakes into 2028.
Markets Sony recouping most of $508M in US tariff refunds after IEEPA levies struck down Sony is recouping roughly $508M in US tariff refunds after the Supreme Court struck down IEEPA levies, with most flowing to PlayStation and lifting full-year guidance.
Politics DOJ accuses Duke Law of favoring Black applicants over white, Asian ones The DOJ says Duke Law School discriminated against white and Asian applicants, favoring Black and Hispanic ones — and is threatening a lawsuit if a settlement isn’t reached.
Politics Hunter Biden Says Joe Biden's Cancer Has Spread To His Bones Hunter Biden told BBC Newsnight that former President Joe Biden's prostate cancer has metastasized to his bones, describing his father's condition as very painful and debilitating.
Politics Japan Asks US Government To Stop Using Mario, Pokémon, Naruto In Memes Japan's Ministry of Foreign Affairs has repeatedly asked the US government to stop using Mario, Pokémon and Naruto in official memes, warning of damage to the franchises.
Macro Bessent: K-Shaped Economy Is “Definitively” Over Treasury Secretary Scott Bessent told CNBC the K-shaped economy is “definitively” over, pointing to wage gains at the bottom. Moody’s, the Atlanta Fed, and BofA data tell a more mixed story.
Macro Fed Chair Warsh Reportedly Ready to Back a September Rate Hike Fed Chair Kevin Warsh is reportedly prepared to back a rate hike at the September FOMC if inflation data comes in hot, breaking with Trump’s push for cuts.
Politics Democrats seek Pentagon probe of Trump sons' $3.2B defense portfolio Democratic lawmakers are asking the Pentagon IG to investigate $3.2B in federal awards to 15 defense-tech firms backed by Trump sons via 1789 Capital and American Ventures.
Politics Judge Clears Path to Deport 350,000 Haitians After TPS Ends A federal judge lifted the block on ending Temporary Protected Status for roughly 350,000 Haitians, clearing the Trump administration to proceed with deportations after the Supreme Court’s June ruling.
Markets FAA, NTSB Probe Marine One Near-Miss With Commercial Jet Over DC The FAA and NTSB are investigating a momentary loss of separation between Marine One carrying President Trump and a commercial jet near Reagan National Airport in Washington, DC.
Macro Wages Fall to 43% of U.S. Gross Domestic Income, Near Record Low Wages and salaries have dropped to about 43% of U.S. gross domestic income, near the lowest share since 1929, as corporate profits and investment income capture more of the pie.
Politics Army Recruiting Rebounds Nearly 38% From 2022 Low, Hits FY2026 Goal Early The US Army has already hit its FY2026 active-duty recruiting goal, with enlistments up nearly 38% from the 2022 low. Defense primes LMT, RTX, GD, and NOC in focus.
Markets US World Cup Host Cities Chase FIFA for Millions in Unpaid Legacy Funds US World Cup host cities say FIFA verbally promised each of them $1M in legacy funds and never paid, even as the governing body booked a record $15B revenue cycle.
Politics Trump Reportedly Indifferent to Midterm Losses, Eyes Executive Actions and Pardons Trump is reportedly indifferent to losing Congress in 2026, telling advisers he will govern through executive actions and pardons. Here is the trade angle.
Markets Labor Market Dynamics Shift: Job Losses May Not Raise Unemployment Recent trends indicate the U.S. economy can shed jobs without increasing unemployment, signaling a significant shift in labor market dynamics.
Politics Trump Family's Profits from Presidency Estimated at $4 Billion David Kirkpatrick reports the Trump family has amassed approximately $4 billion by leveraging the presidency, raising concerns about conflicts of interest and market implications.
Politics Trump on Intel Stake: ‘I Made $75 Billion — Not for Me, for the Country’ Trump says the U.S. government’s equity stake in Intel has generated roughly $75 billion in gains for taxpayers, framing the Intel deal as a template for future government stakes in strategic companies.
Markets Trump Media launches Truth API, sells faster access to Trump posts Trump Media (DJT) launched Truth API on Aug. 1, selling Wall Street firms a licensed, real-time feed of Trump's Truth Social posts for up to $100,000 a month — and drawing SEC scrutiny.
