Trump Strikes Out Again

Renewables 'Can't Keep Up' With Data Center Pace. As Usual, The Left Wants Government To Step In... Authored by Gary Abernathy via The Empowerment Alliance, The political left is worried that the rapid expansion of data centers across the U.S. - a controversial but necessary development considering our competition with China - is increasingly accompanied by the corresponding construction of stand-alone natural gas plants to provide the power demands of the centers. In Ohio, 10 gas-fired power plants are in the works to fuel new data centers. In West Virginia, a startup...

US Signals Allies 'No Immediate Plans' For Ground Invasion, As Iran Warns 'Heavy Price' To Pay For Nuclear & Steel Plant Attacks Summary US signals to allies no ground invasion coming, with thousands of troops still en route: Iran denies requesting Donald Trump’s 10-day halt; Israel attacks steel & industrial sites. Also, Khondab Heavy Water Research Reactor, part of the Arak Nuclear Complex, targeted. Yellow Cake factory in Yazd province hit. Escalation on all fronts: IRGC HQ targeted by US-Israsel; Iran signals expansion by naming UAE targets, hitting Kuwait ports and sending drones...

Markets Have Returned To Taking Headlines As Gospel By Molly Schwartz, cross-asset macro strategist at Rabobank US Treasury yields have been falling for the past two days. On Monday, we saw US rates grind lower after Powell gave a speech at Harvard University where he seemed to hint that hikes were not part of the Fed’s plan for the immediate future, noting that “tariffs have a one-time impact on inflation” and that “there are risks to both sides of the mandate.” In times like these where inflation fears have been...