Make Your Next Move With Clarity

General

• Wall St Week Ahead Nvidia earnings, Jackson Hole to test pillars of stock rally
• US imposes 50% tariffs on $20 billion worth of Canadian products. Canada says it will retaliate
  AP
• Trump’s Economic Isolation Plan Risks Iran Strikes Across Gulf
  Yahoo/Bloomberg
• US, Iran keep up hostile rhetoric ahead of new sanctions
  Reuters
• Why the bond market is flexing its muscles, and why everyone needs to care
  AP
• US imposes deep Colorado River water cuts to California, Nevada and Arizona
  Reuters
• Carney Stands Up to Trump in Trade War Despite the Risks
  NYT
• The Economy Got Used to Low Borrowing Costs. Their Exit Could Pose Risks.
  NYT
• For Gen Z, Building Wealth Is in the Stock Market, Not the Housing Market
  NYT
• The Wild Week When Scott Bessent Was Schooled by the Bond Market
  WSJ
• Upheaval at Fannie Mae Raises Stability Concerns
  WSJ
• Canada vows to match US tariffs as trade talks collapse
  FT
• Bossing the bond market around never works
  FT
• Trump’s economic challenge: $40tn debt, 6.7% mortgages and $5 diesel
  FT
• Mark Walter’s unravelling empire tests the insurance trade behind private credit’s rise
  FT
• Chart of the Week: Who owns government bonds?
  FT