Potomac Two-Step Since the start of 2025, HAI’s view has been that Trump administration 2.0 is all-in on a policy commitment to run the economy [...]

[Reuters] With Fed independence in crosshairs, will Supreme Court back Trump again? [Yahoo/Bloomberg] Trump Names Warsh, Hassett as Top Fed [...]

Global bond yields continued their march higher – Germany, Portugal, Italy, and Greece another six bps. Ten-year Treasury yields gained five bps to [...]

[CNBC] Dow set to extend record as rotation out of tech continues: Live updates [CNBC] 10-year Treasury yield moves higher as investors digest latest [...]

[CNBC] S&P, Nasdaq lower as Oracle results fail to stoke AI trade: Live updates [CNBC] Oracle shares plummet over 12% in premarket, dragging down [...]

[CNBC] Stocks are little changed as investors await Fed decision: Live updates [Yahoo/Bloomberg] Global Bond Yields Hit 16-Year High on Fading [...]

[CNBC] Stocks are little changed as Trump approves Nvidia chips sales to China: Live updates [Yahoo/Bloomberg] Oil Holds Biggest Decline in Three [...]

[CNBC] Stocks are little changed after Wall Street notches back-to-back winning weeks: Live updates [Yahoo/Bloomberg] Powell’s Vote-Gathering [...]

[Yahoo/Bloomberg] Powell on track for Fed rate cut despite some dissent [Reuters] Wall St Week Ahead: Fed’s internal split puts spotlight on [...]

[Reuters] Wall St Week Ahead: Fed’s internal split puts spotlight on Powell’s rate guidance, dissents [Yahoo/Bloomberg] US Treasuries [...]

Sand in the Hourglass – December 5, 2025 In markets and the economy, the marquee title fight is always between inflation and deflation. Right [...]

Money Market Fund Assets (MMFA) surged $132 billion last week to a record $7.654 TN – the largest increase since the week ended April 1, 2020 [...]