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1. Rate Cut Expectations Back to 2013 Levels

Zerohedge-Rate-cut expectations for 2026 plunged (hawkishly) today (dropping with oil's gains early and then extending after The Fed). 2026 rate-cut expectations are down from over 62bps to just 15bps today since the start of the war...

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2. 5 Year Break Even Rate Heads Back to 2022 Levels

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3. Gold -16.4% from Highs

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4. Silver -43% from Highs

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5. Gold to Oil Ratio Hit Covid Levels

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6. Truflation Chart Moving the Wrong Way…..Goods Inflation Highest in 3 Years

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7. S&P 500 After Geopolitical Events-Irrelevant Investor

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8. Rivian Partners with UBER….Still -87% from Highs

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9. 33% of 18-29 Year Olds Say Being Extremely Rich is Morally Wrong

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10. Growth in Select Average Housing Costs

America's homeowners are getting swamped by insurance costs, HOA fees, and property taxes-Business Insider.

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