no pullbacks in inflation

PENTAGON SENDING THOUSANDS OF ADDITIONAL MARINES TO MIDDLE EAST - WSJ

The 10Y Note Yield is now up 45 basis points in 3 WEEKS. If April 2025 taught us anything, it’s that President Trump does not want the 10Y Yield above 4.50%. We are 10 basis points away.

55% OF AMERICANS SAY RISING GASOLINE PRICES HAVE HIT THEIR HOUSEHOLD FINANCES, POLL FINDS

NOBODY KNOWS HOW FUCKED THE SITUATION IN THE PERSIAN GULF ACTUALLY IS. 3,200 ships are TRAPPED in the Persian Gulf right now. Crews are running out of drinking water. One ship called the local port authority and BEGGED for permission to dock — just to get water. They were DENIED. 💀 Let that sink in. These aren't military ships. These are commercial vessels — carrying oil, grain, electronics — with civilian crews who are now stranded with NO supplies and NO way out. – 3,200 ships STUCK ⚠️ – Crews running out of WATER 💀 – Port authorities REFUSING to let them dock ⚠️ – Multiple ships reporting the SAME situation 💀 ⚠️ For context — the Suez Canal crisis in 2021 blocked 400 ships. This is EIGHT TIMES worse. And nobody is talking about it. They're showing you missile interceptions and oil price charts. They're NOT showing you thousands of crew members slowly running out of drinking water in the middle of a war zone. If these ships start getting abandoned, the environmental disaster alone would be catastrophic. Thousands of tons of fuel, cargo, chemicals — just sitting there. This is not a shipping disruption. This is a HUMANITARIAN CRISIS unfolding in real time. Prepare accordingly. 🚨🚨🚨 X is hiding this. Follow + RT before it disappears. 🔥

On Jay Powell’s pledge to stay on as the Chair of the FOMC until confirmation hearings for Kevin Warsh….describes Powell as “stubborn” and “grossly incompetent”. “Should be cutting interest rates…”

BREAKING: Trump reportedly told inner circle that mass deportation policies went too far, directed top advisors to "adopt a new approach."

The 2 year U.S. Treasury yield has risen 50 basis points in less than three weeks. It now suggests one Fed HIKE may be coming.