Washington Market Pulse

• Bond vigilantes return as fiscal deterioration joins inflation to drive long-term yields to 5.18%, the highest since 2007, with weak Treasury...

The White House's AI policy reversal points to shifting tech regulation with potential effects on market sectors.

Housing Policy Update

• 🔥 House Housing Bill Passage: House passes new housing affordability bill removing developer restrictions, analyzed for...

• Congress stock trades now tracked alongside committee activity, bills, and industry exposure
• Data-driven tool connects public disclosures to...

• Wisconsin AG sued Kalshi, Polymarket and Coinbase, alleging illegal sports betting in the state.
• Federal government countersued, claiming CFTC...

Kartik Athreya, Director of Research, delivered an in-person keynote on the U.S. Economy at the 2026 New York State Economic Development Council Annual Meeting. Investors should watch for his macro insights on growth, rates, and policy direction.

• Scaled-back funding: House bill cuts investments by ending general fund support tied to the 2021 infrastructure law.
• Manufacturer praise: NAM...

A U.S. federal court has blocked the legal foundation behind Trump-era tariff authority, triggering immediate global attention. Canada responded with...

The House has passed a new housing affordability bill that removes developer restrictions, with analysts highlighting its potential to increase...

A proposed 20-year lock on US-held Bitcoin is weighing on market expectations for quick gains.

• $200k by end-2026: 4.2% probability, up only...

Two analysts offer sharply different takes on whether AI can sustain markets amid economic pressures.

• Mark Zandi warns recession looms unless...

Manufacturing Activity Surge

• 🔥 Four-Year High PMI: U.S. manufacturing activity strengthened in May to the highest level in four years according...

US adults overall maintained stable financial situations in 2025, yet well-being declined for young adults, low-income families, and Black adults....

Diplomatic progress on US-Iran talks is easing Middle East supply fears, sending crude tumbling more than 5% and lifting gold and silver prices.

At...

• Pantheon Macro forecasts the first 25bp Fed rate cut only in December 2026, later than current market pricing.
• Atlanta Fed survey reveals firms...

AI investment is fueling digital infrastructure demand and reshaping the US construction sector amid broader megatrends like geopolitical tensions, the energy transition, and demographic pressures.

The US federal budget deficit is projected at $2 trillion this fiscal year, exceeding 6% of GDP. Crypto markets are watching closely for implications on fiscal sustainability and potential investment opportunities.

Trump's overall approval has fallen to 41% with economy handling at a new low, as 76% of voters now view the economy negatively amid rising costs for...

US manufacturing activity surged to a four-year high in May, with the S&P Global flash PMI climbing to 55.3 from 54.5 in April—the strongest reading...

Iran Policy and Energy Market Pressures

• 🔥 Senate War Powers Vote: The Senate voted 50-47 to advance a war powers resolution requiring...