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Housekeeping: Good afternoon.

Key Moments:

0:00- Welcome/ intro

6:30- Why Trump’s Plan under pressure now: Bonds, Tariffs, Polling

16:30- Report Starts

28:58- Main Discussion- see Report Main Ideas

43:28- Gold Commentary

Hartnett: US Exceptionalism to US Repudiation

“Both bond market and electoral base now pressing for US trade policy reversal”

-Michael Hartnett

Report Main Ideas:

* He’s Bearish: Short stocks, long 2YR Bonds until sees improvment in UST leading to Fed cuts

* Gives very specific ideas for before/after Fed cut

* Thinks for now 4X00 is a recessionary low safe to buy.. clients think lower!

* Stated here before: we believed he was short stocks, long gold and long 10YR Bonds was his position. Now believe he’s...>>>>