US Air Force C-17 Makes Mysterious Visit To Moscow

Uncertainty Rules! By Elwin de Groot, head of macro strategy at Rabobank US Treasury yields drifted higher yesterday after the Financial Times reported, citing people close to Fed Chair Kevin Warsh, that he would be prepared to raise rates as early as September if incoming inflation data surprise to the upside and markets themselves begin pricing a more hawkish path. Yet the market reaction was not confined to the front end suggesting investors were not interpreting the story in a straightforwardly hawkish manner. That ambiguity is understandable. If markets push yields higher...

DoJ Establishes "Anti-Weaponization" Fund After Trump Drops $10 Billion Lawsuit Against IRS Update (1130ET): The DOJ announces that as a part of the settlement agreement in President Donald Trump v. the IRS, the Attorney General established “The Anti-Weaponization Fund” to provide a systematic process to hear and redress claims of others who suffered weaponization and lawfare. “The machinery of government should never be weaponized against any American, and it is this Department’s intention to make right the wrongs that were previously done while ensuring this never happens again,” said Acting Attorney General...

Uranium Gap Worsens: Nuclear News Roundup Goldman analyst Brian Lee reviews headlines across the nuclear industry for March (full note here).   New reactor progress and announcements North America 4/16/2026 – Canada: Bruce Power has signed an MoU with SaskPower to share its experience in large-scale nuclear reactors, including project development and long-term operations, as Saskatchewan evaluates large reactor technologies alongside its SMR program. The agreement formalizes information-sharing and aligns provincial and federal nuclear strategies. 4/24/2026 – United States: Duke Energy's Robinson nuclear power plant has been cleared for extended operation to 80 years,...