G2 — Adversary’s Veto
Iran steps up tanker attacks in Hormuz as Brent holds above $100
The cost of moving Gulf crude is climbing faster than the barrel price as attacks on shipping increase.
S&P 500, 1927 to 2026
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Written by Teresa Lo, a market veteran who survived every crash since 1987.About →
The briefing
Paramount closes its Warner Bros. Discovery takeover to form Skydance
The combined company owns three studios, two global streamers and both CNN and CBS News.
Anduril and the Navy commit billions to a Sparrows Point submarine yard
A venture-backed weapons maker will fund a new Maryland shipyard for nuclear submarine parts, with the Navy investing alongside it.
China’s central bank buys 21 tonnes of gold, its biggest month in three years
Beijing stepped up bullion purchases as prices fell and its foreign exchange reserves shrank.
DHS pays GEO Group $950 million for California detention sites
The government is buying the buildings while the private operator keeps the management contracts.
Saudi-backed Yemeni forces claim Bab el-Mandeb as Houthis strike airports
Control of the Red Sea’s southern gate is contested while missiles reach Aden and the area north of Riyadh.
Trump defers the federal diesel tax and opens dyed diesel to highway use
An executive order lets off-road fuel run on highways through the end of the year, and governors are following.
Fed to fold its 12 districts into five supervisory regions
Vice Chair for Supervision Michelle Bowman set out a rewiring of US bank oversight, with asset thresholds next in line.
Fed’s Daly says the AI demand shock may not be a one-off
The San Francisco Fed president said further tightening depends on how long the AI, tariff and energy shocks last.
Bolsonaro leads Brazil’s first round as local stocks rally
A runoff against Lula follows a right-wing congressional sweep that investors are reading as a path to fiscal reform.
IMF chief tells governments to tighten budgets as public debt nears 100 percent of GDP
Kristalina Georgieva linked the energy shock, record borrowing and the AI boom into a single warning about global growth.
India raises its policy rate for the first time in nearly four years
The Reserve Bank of India lifted the repo rate by 25 basis points and raised its growth and inflation forecasts on the same day.
Machine-parsed from RSS feeds tracking people and topics that I follow: 2,255 items in the last 48 hours, grouped into 12 stories, most-sourced first; none rejected by the checks.
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The sections
AI Backlash
Analysts & Strategists
Cabinet & Insiders
Crypto & Financial Engineering
Detention Economy
Donor-Policy Pipelines
Economic Commentary
Fed & Monetary Policy
Financial Regulation
G2 — Adversary’s Veto
G2 — Empire-Behavior
G2 — Rival Hegemons
GDP & Macro Reality
Government & Institutional
Mainstream News
Megadonors
Structural Indicators
Tech Oligarchs