Geopolitics US Military Lays Groundwork for Potential Action Around Cuba: CBS CBS reports the US Army Reserve is reviewing whether it can supply Southern Command with police, medical and support units within 90-120 days as part of continued military planning aimed at Cuba.
Politics Supreme Court Clears Trump SAVE Voter ID Tool Ahead of Midterms The Supreme Court cleared the Trump administration’s revamped SAVE voter ID tool in a 6-3 ruling, letting states screen rolls for ineligible voters ahead of the midterms.
AI Bill Gates Warns AI Is Powerful Enough to Cause ‘a Billion Deaths’ Bill Gates told NBC’s Meet the Press that AI is powerful enough to cause a billion deaths and said self-regulation is not enough, calling for government-led safeguards.
Politics Obama: ‘Old Men Clinging to Power’ a Global Challenge Barack Obama says ‘old men clinging to power’ are behind most of the world’s problems, calling for younger leaders as the 2026 midterms approach.
Politics Obama: Federal Government Is Less Corrupt Than Ever Before Former President Obama says the federal government is less corrupt than at virtually any point in U.S. history, even as 89% of Americans now say corruption is widespread.
Politics Peter Thiel Doubts JD Vance or Marco Rubio Can Win the 2028 Race Peter Thiel says he worries it will be hard for either JD Vance or Marco Rubio to win in 2028, and warns Democrats could nominate a democratic socialist.
AI Google, OpenAI, Anthropic Push Self-Run AI Safety Standards Body Google, OpenAI and Anthropic are pushing forward with a self-run AI safety standards body, tentatively called SAFA, targeting a launch by late 2026 or early 2027 without government oversight.
Politics Trump Allies Push for ‘Martial Law’ in November Midterms: Atlantic The Atlantic reports some Trump allies are urging him to declare martial law or a national security emergency around the November 3 midterms. Here is what traders should watch.
Geopolitics Xi Gifts US Two Pandas for Zoo Atlanta in Trump Summit Goodwill Move Xi Jinping announced during his White House summit with Trump that China will send two giant pandas, Ping Ping and Fu Shuang, to Zoo Atlanta as a goodwill gesture.
Geopolitics Netanyahu Targets Mamdani in Fiery UN Speech, Denies Gaza Genocide Netanyahu used his UN General Assembly address to directly attack NYC Mayor Zohran Mamdani over genocide accusations, insisting Israel prevented genocide rather than committed it. Mamdani fired back, calling the speech baseless lies.
Geopolitics Mystery men emerge from NYC sewers near Netanyahu hotel: NBC NYPD says three men were caught on camera climbing out of Manhattan sewers before dawn near the hotel where Netanyahu planned to stay. Officials call it likely scrap scavenging but are running extra sweeps during UNGA.
Politics Senate Blocks Iran War Powers Resolution in 49-50 Vote The Senate narrowly rejected a war powers resolution to end U.S. military action against Iran in a 49-50 vote, keeping the conflict, and its market impact on oil and defense names, in play.
Geopolitics Carney Prepared for ‘Tail Risk’ of a U.S.-Led Invasion of Canada PM Mark Carney told the NYT he studied the ‘extreme tail risk’ of a U.S.-led military invasion of Canada, calling the planning basic risk management as the trade war with Trump grinds on.
Real Estate Homebuilders Say ICE Crackdowns Are Squeezing Labor Supply Homebuilders told John Burns Research that ICE crackdowns are causing labor shortages and stretching cycle times, adding pressure on top of higher rates and tariff-driven input costs.
Macro Treasury to Buy Up to $6B in Long-Dated Debt Thursday The US Treasury will purchase up to $6 billion in longer-dated government debt Thursday, the first operation under Bessent's expanded buyback program aimed at capping rising long-end yields.
Politics White House Ballroom Architect Quit Over Trump Safety Code Clashes Architect James McCrery II resigned from Trump's $400M White House ballroom project after warning the designs violated fire and safety codes. Trump reportedly told him, “I am the code.”
Geopolitics China Holds F-35 Stealth Parts Diverted to Hong Kong by UPS China has taken possession of F-35 stealth parts, including a cockpit canopy and weapons-bay door, that were diverted to Hong Kong via UPS from Australia. Watch LMT and UPS for fallout.
Politics Merkley, Wyden Pitch $50K Federal Match for First-Time Homebuyers Sen. Jeff Merkley and cosponsor Sen. Ron Wyden are pitching the Homeownership Promise Act, a 5:1 federal savings match up to $50,000 for first-time homebuyers. Homebuilders and mortgage lenders are the read-through.
Macro US and China Extend Trade Truce to January 10, Bessent Says Treasury Secretary Scott Bessent said the US and China have agreed to extend their trade truce to January 10, pushing back the November tariff deadline as Xi arrives in Washington.
Markets Even medical pros are skipping health insurance over cost, per WaPo The Washington Post reports that even doctors and pharmacists are dropping health insurance as premiums surge, spotlighting risk for managed care, hospitals, and pharmacy names tied to ACA subsidy policy.
Geopolitics Trump: US Will Strike Iran Deal Right After Midterm Elections Trump told the UN General Assembly he expects a US-Iran deal right after the November midterm elections, even as talks quietly resumed in New York and energy prices stay elevated.
Markets Mamdani: DoorDash Underpaid 260K+ NYC Delivery Workers, $131.5M Deal NYC Mayor Zohran Mamdani announced a record $131.5M settlement with DoorDash after the city found the company underpaid more than 260,000 delivery workers, with $115M going directly to Dashers.
energy Rubio: Diesel Would Be $18 a Gallon If Not for Trump Marco Rubio said diesel would hit $18 a gallon without Trump, as US diesel prints a record $6.53 average and Washington debates an export ban.
energy Trump Weighs Diesel Export Ban as Prices Hit Record $6.53/Gal Treasury Secretary Scott Bessent says the Trump administration is examining a full or partial diesel export ban as US diesel prices hit a record $6.53 per gallon. Trump backs the idea; analysts warn it could backfire.
Geopolitics Rubio: New Greenland Deal Lets US Build Unlimited Military Bases Rubio says the new US-Denmark-Greenland pact is permanent, lets Washington build unlimited military bases, adds a Golden Dome missile shield, and blocks Chinese investment in the Arctic.
