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Summary:Economic growth increased and inflation decreased during President Trump's initial year in office, according to Matthew Continetti from the American Enterprise Institute.
Sentiment:Triumphant
Key Claims:
- Economic growth increased during President Trump's first year.
- Inflation decreased during President Trump's first year.
- Matthew Continetti of the American Enterprise Institute supports these economic claims.
Potential Market Impact (S&P 500):2/10
Potential Geopolitical Risk:0/10
Potential Global Cross-Asset Impact:1/10
Summary:The post announces an endorsement for Harriet Hageman's candidacy for the United States Senate in Wyoming, highlighting her perceived qualities and policy priorities.
Sentiment:Campaigning
Key Claims:
- Harriet Hageman is a highly respected Congresswoman.
- Harriet Hageman is running for the United States Senate in Wyoming.
- Wyoming is a state loved by the author and won big in 2016, 2020, and 2024.
- Harriet Hageman is a total winner.
- Harriet Hageman has always delivered for Wyoming.
- Harriet Hageman will continue to deliver in the United States Senate.
- Harriet Hageman will fight tirelessly to grow the economy.
- Harriet Hageman will fight tirelessly to cut taxes and regulations.
- Harriet Hageman will fight tirelessly to promote MADE IN THE U.S.A.
- Harriet Hageman will fight tirelessly to advance American Energy DOMINANCE.
- Harriet Hageman will fight tirelessly to champion farmers and ranchers.
- Harriet Hageman will fight tirelessly to keep the border secure.
- Harriet Hageman will fight tirelessly to stop migrant crime.
- Harriet Hageman will fight tirelessly to support the military/veterans.
- Harriet Hageman will fight tirelessly to defend the Second Amendment.
- Harriet Hageman has the author's complete and total endorsement to be the next Senator.
- Harriet Hageman will never let down the people of Wyoming.
Potential Market Impact (S&P 500):1/10
Potential Geopolitical Risk:0/10
Potential Global Cross-Asset Impact:1/10
Summary:The post asserts that today's strong GDP growth of 4.2% was great news, despite a recent Democrat Shutdown, but current market dynamics cause markets to stay even or decline on good news due to fears of immediate interest rate hikes to combat 'potential' inflation. This behavior is attributed to Wall Street's 'heads' being wired differently than in the past, preventing the nation from having a truly 'Great Market.' The post claims strong markets do not cause inflation, but 'stupidity' does. It states that a new Fed Chairman should lower interest rates when the market is doing well, rather than destroy rallies, which could boost GDP by 10, 15, or even 20 points. It suggests inflation will self-correct, or rates can be raised later, but not to 'kill Rallies.' The post concludes by stating that 'eggheads' should not be allowed to destroy economic growth, that the United States should be rewarded for success, and that anyone disagreeing with this approach will not be the Fed Chairman.
Sentiment:Directive
Key Claims:
- GDP is up 4.2%, exceeding predictions of 2.5%, despite downward pressure from a recent Democrat Shutdown.
- The modern market reacts negatively or stays even to good news because Wall Street fears immediate interest rate hikes due to 'potential' inflation.
- This current market behavior prevents the nation from achieving a 'Great Market,' unlike in 'the old days' when good news caused markets to rise.
- Strong markets do not cause inflation; 'stupidity' does.
- The new Fed Chairman should lower interest rates when the market is doing well, rather than destroy it for no reason.
- Inflation will take care of itself, and if not, rates can be raised at an 'appropriate time,' which is not during rallies.
- Killing market rallies prevents the nation from achieving 10, 15, or even 20 GDP points in a year, or more.
- A nation cannot be 'Economically GREAT' if 'eggheads' are allowed to destroy the upward slope.
- The United States should be rewarded for success, not brought down by it.
- Anyone who disagrees with this policy will not be appointed as the Fed Chairman.
Potential Market Impact (S&P 500):8/10
Potential Geopolitical Risk:0/10
Potential Global Cross-Asset Impact:9/10
Summary:The post asserts strong Q3 GDP growth at 4.3%, exceeding the 3.2% expectation, and claims that 60 of 61 Bloomberg Economists were incorrect while "TRUMP" and "some other Geniuses" were correct. The post attributes this economic success to "Good Government" and "TARIFFS," highlighting robust consumer spending, increased net exports, decreased imports and trade deficits, and an absence of inflation. It further states that investment is setting records due to a specific "Tax Bill" and "TARIFFS," declaring the ongoing "Trump Economic Golden Age" with the promise that "You haven’t seen anything yet!" and concludes with a call to "MAKE AMERICA GREAT AGAIN!"
Sentiment:Triumphant
Key Claims:
- Q3 GDP came in at 4.3%, blowing past expectations of 3.2%.
- 60 of 61 Bloomberg Economists got it wrong.
- "TRUMP," and some other Geniuses, got it right.
- The success is due to Good Government, and TARIFFS.
- Consumer spending is STRONG.
- Net Exports are WAY UP.
- Imports and Trade Deficits are WAY DOWN.
- There is NO INFLATION!
- Investment is setting records because of the Tax Bill (THE GREAT BIG BEAUTIFUL BILL) and TARIFFS.
- The Trump Economic Golden Age is FULL steam ahead.
- "You haven’t seen anything yet!"
- MAKE AMERICA GREAT AGAIN!
Potential Market Impact (S&P 500):7/10
Potential Geopolitical Risk:0/10
Potential Global Cross-Asset Impact:6/10
Summary:The Trump Kennedy Center Honors event, hosted by Donald Trump, is scheduled for broadcast tonight on CBS and streaming on Paramount+ at 8 P.M. EST. The event is set to honor Sylvester Stallone, Michael Crawford, KISS, George Strait, and Gloria Gaynor as "true GREATS in the History of Entertainment." Donald Trump is hosting at the request of "the Board" and "just about everybody else in America," and seeks feedback on his Master of Ceremony abilities, humorously asking if he should consider a full-time hosting career.
Sentiment:Campaigning
Key Claims:
- The Trump Kennedy Center Honors will be broadcast tonight on CBS and Paramount+ at 8 P.M. EST.
- Donald Trump is hosting the event at the request of 'the Board' and 'just about everybody else in America'.
- The event will honor Sylvester Stallone, Michael Crawford, KISS, George Strait, and Gloria Gaynor as 'true GREATS in the History of Entertainment'.
- Donald Trump is seeking feedback on his 'Master of Ceremony' abilities.
- Donald Trump rhetorically asks if he should leave the Presidency for a full-time hosting job if his performance is 'really good'.
Potential Market Impact (S&P 500):0/10
Potential Geopolitical Risk:0/10
Potential Global Cross-Asset Impact:0/10
Summary:Two telephone calls were held with Kassym-Jomart Tokayev, President of Kazakhstan, and Shavkat Mirziyoyev, President of Uzbekistan, discussing the importance of peace in ongoing conflicts, increased trade, and cooperation between the nations. The United States will host the G20 Summit next year in Miami and intends to invite both leaders as guests.
Sentiment:Cooperative
Key Claims:
- Two telephone calls were held with the Presidents of Kazakhstan and Uzbekistan.
- Discussions focused on bringing peace to ongoing conflicts and increasing trade and cooperation.
- The relationship with both Kazakhstan and Uzbekistan is spectacular.
- The United States will host the G20 Summit next year.
- Invites will be extended to both Presidents Tokayev and Mirziyoyev to join the G20 Summit as guests in Miami.
Potential Market Impact (S&P 500):1/10
Potential Geopolitical Risk:0/10
Potential Global Cross-Asset Impact:1/10
Summary:Tariffs are credited for recent positive economic numbers in the USA, with an expectation of further improvement, alongside claims of no inflation and strong national security. The post concludes with a call to pray for the U.S. Supreme Court.
Sentiment:Campaigning
Key Claims:
- Tariffs are responsible for recent great USA economic numbers.
- USA economic numbers will only improve further.
- There is currently no inflation.
- There is great national security.
- A call is made to pray for the U.S. Supreme Court.
Potential Market Impact (S&P 500):5/10
Potential Geopolitical Risk:1/10
Potential Global Cross-Asset Impact:6/10
Summary:The New York Times, described as failing and engaging in purposeful misrepresentations and fake articles, constitutes a serious national security threat and is deemed a true enemy of the people, requiring action to stop its behavior.
Sentiment:Alarmist
Key Claims:
- The New York Times is failing.
- The New York Times publishes lies and purposeful misrepresentations.
- The New York Times constitutes a serious threat to national security.
- The New York Times engages in Radical Left, Unhinged Behavior.
- The New York Times produces fake articles and opinions.
- The New York Times' actions must be dealt with and stopped.
- The New York Times is a true enemy of the people.
Potential Market Impact (S&P 500):1/10
Potential Geopolitical Risk:0/10
Potential Global Cross-Asset Impact:1/10
Summary:Expresses gratitude for positive remarks made on "The Ingraham Angle" and acknowledges several individuals.
Sentiment:Appreciative
Key Claims:
- Alex Marlow, Editor-In-Chief of Breitbart, made positive remarks on The Ingraham Angle.
- Jason Miller and Rod Blagojevich also made positive remarks.
- The author appreciates these positive remarks.
Potential Market Impact (S&P 500):0/10
Potential Geopolitical Risk:0/10
Potential Global Cross-Asset Impact:0/10
Summary:An announcement appointing Jeff Landry, the Governor of Louisiana, as the United States Special Envoy to Greenland, emphasizing Greenland's vital role in national security and the advancement of United States interests for global safety and security.
Sentiment:Campaigning
Key Claims:
- Jeff Landry is appointed as the United States Special Envoy to Greenland.
- Jeff Landry is the 'GREAT' Governor of Louisiana.
- Greenland is essential to United States National Security.
- Jeff Landry will strongly advance United States interests for the safety, security, and survival of allies and the world.
Potential Market Impact (S&P 500):0/10
Potential Geopolitical Risk:1/10
Potential Global Cross-Asset Impact:0/10