The Daily Drawdown

Fed Fights and Factory Bets


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The throughline today is power. Power over rates, over agencies, over supply chains, over war deterrence, and over the rules of the next election.
• Economic indicators and the market
• Executive power and the Fed
• Business credentials as governing argument
• AI, crypto, and the China race
• Chips and industrial strategy
• Tariffs, deterrence, and Iran
• Election reform over housing
Source:
• Squawk Pod — President Donald J. Trump: America at 250 7/3/26: https://www.cnbc.com/
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The Daily DrawdownBy Podkey