Markets
Macro
Trump continued his run on tariffs by raising them on several key products. This move has sparked concerns about the economy, especially in light of a perceived softening US labor market and inflation persistence. Meanwhile, international attention remains on the ongoing war in Ukraine, Israel's plans for Gaza, and various environmental concerns, including wildfires in France and the expansion of the US border wall impacting wildlife.
Market Intel
Private Lenders Set to Gain From New Graduate Loan Caps
President Trump’s Big Beautiful Bill eliminates Grad PLUS loans for new borrowers after July 1 2026 and imposes lifetime borrowing caps of one hundred thousand dollars for most graduate students and two hundred thousand dollars for professional degrees. Analysts at the Urban Institute note that many master’s and doctoral…
250th Birthday & Convergance of Key Metrics
July 4, 2026, will mark 250 years since the United States declared independence. Interestingly, some historians have observed that many empires rise and peak over roughly 250-year cycles (about ten generations) before entering decline. The Roman Republic, the Ottoman Empire, and the British Empire are often cited as powers that came to an end around 2–3…
Current Affairs
NFL 10% Stake in Disney's ESPN
The Disney-owned sports media conglomerate ESPN is acquiring control of NFL RedZone, as well as the NFL Network. In exchange, they are receiving up to 10% of ESPN's equity, which is estimated to be worth between $2.5 billion and $3 billion. This merger between two of the biggest names in entertainment and sports further strengthens relationships between…
Israel Plans Full Takeover of Gaza to Eliminate Hamas
Israeli Prime Minister Benjamin Netanyahu stated on Thursday that Israel intends to take full military control of the Gaza Strip as part of efforts to remove the militant group, Hamas.
Texas Map Fight Raises Political Stakes and Legal Risks
Texas Republicans have called a special session to redraw the state’s congressional map, aiming to lock in as many as five additional GOP-leaning seats before the 2026 midterms. Democrats responded by leaving the state to deny the House a quorum, prompting Governor Greg Abbott to order their civil arrest and threaten removal from office.
News
More From the Week
Palantir reported a 53% increase in earnings from government contracts in the second quarter. This raised them over $1 billion in revenue for the period, demonstrating government demand for AI software.
Japan’s population has continued to decline, with a drop of over 900,000 people last year. This marks the largest annual decline since record-keeping began in 1968 and the 16th consecutive year of population loss.
Fast-moving canyon fire burns 1,500 acres, spurs evacuations in Ventura and L.A. counties.
Read the full stories and more at theweeklyyield.com.