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NEWSLETTER: The debt ceiling is just Act One. link.cnbc.com/public/31462562 Daniel Clifton CNBC

Just about every state and CBO underestimated the drop in capital gains this year. Virginia understood the risk and planned for the drop accordingly. Proper fiscal management. Virginia continues to see higher general fund revenues than projected cbs19news.com/story/48919760…

Money-market funds are taking down ~50% of Treasury issuance, per Strategas. Liquidity to be drained even if RRP fills 100% of Tbill sales, they say. QT adds pressure. WSJ Markets: wsj.com/livecoverage/s…

We’re hanging out this week w/ Daniel Clifton Strategas to chat all things policy and thematic ETFs. Don’t think alone! Join us for a fun and engaging conversation on Thurs 6/29 at 5pm ET at hubs.la/Q01W0bnV0 Dan Weiskopf Cinthia Murphy Michael A. Gayed, CFA Michael Venuto

A bit contrarian to the current news cycle, but consumer spending on prescription drugs is at its lowest level on record, less than 0.25% of personal income. Consumer spending on prescription drugs is also at its lowest level as a % of total out-of-pocket healthcare spending.

A number of Republican presidential candidates are currently or previously governors. Strategas looked at the spending records of each of the governors to see which governors increased or decreased the size of government during their gubernatorial terms. Chart below

Interest costs hit 14% of tax revenue in July and the 10-year yield went from 3.9 to 4.8% in two months

My friends from Strategas had this last year!! $SPX has never been negative in the 12 mos following a mid term election for nearly 80 years. Its going to trigger this Wednesday as positive again.

CNBCFastMoney: Business on the ballot in 2024? Daniel Clifton Strategas shares the election’s impact on the market, as America awaits the results from the New Hampshire Primary.

.Daniel Clifton gives the final keynote of the day at #OrionAscent on “The 2024 Election in an Era of Shifting Monetary, Fiscal, and Geopolitical Frameworks” 👀🗳️ Orion WealthTech

"The Treasury Secretary pick is a really important one for investors, so getting it right matters," says Daniel Clifton as names continue to swirl around Trump's nominee. "Those are not perfect picks, but I think it's shaping up to be one that's going to be market-friendly."

Can the House bring about more tax cuts? foxbusiness.com/video/63683278… #FoxBusiness

Trump's Tariff Shocker! Big Short Investor Weighs In with Dan Clifton youtu.be/9NbEyF5Q8XM?si… via YouTube