News, Research, and all other Global market stuff simplified.

BREAKING: 🇺🇸 The White House has created a new AI task force to examine the risks and opportunities of artificial intelligence. Led by new AI czar Jay Clayton, the group will have 120 days to recommend what role the federal government should play. The task force will focus on keeping the US ahead in AI while addressing risks including cyberattacks, bioweapons and job losses, per WSJ.
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If you invested $10,000 in 20 year US Treasury bonds in 2016, you'd have $7,830 today, a loss even before inflation. The same $10,000 put into Bitcoin would be worth over $1.2 million today.
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BREAKING: 🇺🇸 Nearly 2 million Americans have now been out of work for over half a year, the 3rd worst stretch since the Great Recession. Long term unemployment just jumped to 27% of all jobless Americans, up from 17.8% back in February 2023. The 4.2% unemployment rate sounds fine on the surface, but once someone loses a job right now, it's taking them far longer to find the next one. The only two times this was worse were the Great Recession and the COVID shutdown. But There's no recession and no shutdown right now.
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🇺🇸 Key Events This Week: 1. Monday, ISM Services PMI: Services make up 70% of the US economy, anything above 50 shows growth is holding up. 2. Tuesday, ADP Weekly Employment Change: Private hiring beat expectations in the latest reading, so this will show whether hiring momentum is continuing. 3. Wednesday, Mortgage Rates: Shows how expensive it is to borrow for a home, with higher rates adding pressure on housing demand. 4. Thursday, Initial Jobless Claims: Tracks new unemployment claims, so a sharp rise would be an early sign that layoffs are increasing. 5. Friday, Michigan Consumer Sentiment: Shows how confident Americans feel about the economy and their expectations on inflation. Together, these reports will reflect the overall health of the US economy.
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BREAKING: OpenAI CEO Sam Altman warns that people relying on AI instead of their own judgment is becoming a "real safety issue." Even the man leading the AI revolution is now warning against blindly trusting it.
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Moderna is being added to Nasdaq 100 after it surged more than +600% in 2026.
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BREAKING: S&P 500 equal weighted index just posted its 7th consecutive weekly red candle. This has only happened twice before in history: the 2022 bear market and the 2002 dot-com crash. The S&P 500 is held up by a handful of giant stocks and is sitting near ALL TIME HIGHS. But the equal weighted version treats every stock the same, and it's been bleeding for 7 weeks straight.
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BREAKING: 🇺🇸 President Trump's top national security officials secretly met for hours at Camp David to discuss the next steps in the Iran war, per Axios. According to Axios, it was the first such gathering since June 2025, just days before Israel's war with Iran began.
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BREAKING: 🇺🇸 Trump says the "$5,000 Trump dividend" would be paid to all US citizens, not just adults, if Republicans win the midterms. With about 316 million US citizens, a $5,000 payment to everyone could cost around $1.58 Trillion.
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Dow Jones Top Performers of 2026 So Far: 1. Caterpillar: +47.6% 2. Cisco: +45.7% 3. Merck: +37% 4. Chevron: +35.6% 5. Nvidia: +25.4% 6. Travelers: +24.2% 7. Johnson & Johnson: +23.7% 8. Amgen: +23.1% 9. Apple: +22.7% 10. Coca-Cola: +22.5%
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BREAKING: 🇺🇸 Nasdaq just gave its highest weekly close ever in history.
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INSANE VOLATILITY IN CRYPTO MARKET. Bitcoin went from $84,500 to $87,200 in just 15 hours gaining +$2700. $216 Million in shorts was liquidated during this move. Then Bitcoin started reversing just 1 hour after Unemployment data came weaker than expected. Since then Bitcoin has dropped -$3,100 wiping out $278 Million worth of longs in just 5 hours.
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🚨 This is absolutely insane. US bond yields have completely reversed the entire move that was caused by the weaker-than-expected jobs data. US bond yields are back near multi decade highs. If yields can round-trip this hard, nobody actually knows what's driving this market right now.
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🚨 $850 billion has been wiped out from gold and silver in the last 3.5 hours, despite Fed rate hike odds dropping to 21%.
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🚨 PRESIDENT TRUMP JUST SAID INFLATION COULD HELP PAY OFF AMERICA’S $40 TRILLION DEBT “VERY RAPIDLY.” This sounds insane until you look at the math. And if the US actually tries it, gold, silver and Bitcoin could be the biggest beneficiaries. 🧵
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So in the short run, if inflation runs hot and forces the Fed to hike rates, Bitcoin can actually sell off, even while the long-term debasement story is fully intact. The moment the Fed is forced to cut rates while inflation stays above target, that extra risk flips back in Bitcoin's favor. That's historically when it has outperformed gold by the widest margin.
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Trump's comment about inflation paying off the debt isn't just a random fluff. It points to a real mechanism that worked once before in US history: financial repression. The math only works if interest rates stay below inflation for years. If that happens, it's one of the most bullish long-term setups for hard assets in decades. If the Fed refuses to go along with it, the debt problem gets worse, not better, and gold, silver, and Bitcoin may have to wait longer for their moment.
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