Rising yields signal growth but DXY drops; Fed cuts seen in Sept. Tariffs viewed as lasting. Bearish sentiment vs resilient S&P. Aramco's $90B US deals show energy strength. Housing active under 4.25% 10Y.

Soft PPI/retail sales hint economic cooling, but tariffs may lift inflation later. Trump's oil deflation risk with Middle East shifts. High-yield spreads signal optimism, recession odds drop. Powell's 2% inflation focus stays hawkish.

Michigan inflation outlook hits 7.3% (highest since '81). Markets rally on policy clarity despite Trump tariff plans. Consumer sentiment low amid cooling inflation. Saudi/UAE deals target China influence. Bulls dominate.

Moody's US downgrade reflects fiscal concerns. S&P surges 19% in 27 days. BTC near highs, robotics boom ahead. Fed uncertainty persists. Portfolio stance: long BTC, short bonds, ROW equities.

Trump may end PIE tax break as US debt hits $37T. Consumer confidence down despite wages up. Inflation fears at 40yr high. Banks have cash but lending slow. Bitcoin could benefit. Stay nimble.

30Y Treasury yields hit 5%, near 18-year highs as fiscal fears grow. Tesla's robotaxi/FSD doubts linger ahead of June 1; camera-only claims clash with lidar tests. Gold up, BTC stumbles as risk-off. Fund managers most underweight stocks in years. Deficits favor hard assets.

Stocks driven by Fed liquidity/hype over fundamentals. Tesla China sales -6.5% YTD, Xiaomi threat. Saylor’s BTC grab (20% in 5.7yrs). Retail dip-buying hits $4.1B record. Canada inflation up (0.5% MoM), rate cuts delayed. China/Aus cut rates.

Tesla's stretched valuation & Robotaxi delays echo Enron vibes. Short bonds as foreign Treasury demand dips; Japan's 30Y yield hits record. Indonesia cuts rates. Foreigners sour on US stocks. Long Bitcoin amid macro uncertainty. MMT warns deficits ≠ free lunch.

Bond markets signal stagflation risks (spending/tariffs) as growth slows. Tesla's Texas shutdown hints at US demand cracks. Weak Treasury auctions spook stocks/crypto. Metaplanet's Bitcoin bet eyes $200+ long-term.