Syz the moment

The top four congressional leaders will meet with President Donald Trump at the White House on Monday. *JEFFRIES: 'HOPEFUL' ABOUT AVOIDING GOVERNMENT SHUTDOWN. House Minority Leader Hakeem Jeffries said Sunday he is "hopeful" a government shutdown can be avoided as Congress lurches toward its Tuesday deadline to reach a spending agreement. Jeffries' comments come after President Donald Trump canceled a meeting last week with Jeffries and Senate Democratic leader Chuck Schumer to hammer out a deal before saying Saturday he'd meet with the Democrats and Senate Majority Leader John Thune and House Speaker Mike Johnson on Monday. Source: Jim Bianco

Canada is up 25% in 2025, driven by strength in financials and mining stocks: Source: J-C Parets, Trend Labs

Source: WSJ thru Jim Bianco on X

>>> https://lnkd.in/ewBs4dUv Academic economists overwhelmingly want Federal Reserve governor Christopher Waller to succeed Jay Powell as chair of the central bank next year — but few think he will get the job. In a FT poll, 82% of the economists surveyed chose Waller as their favourite to Fed Chair. However, just a fifth of the academics polled think he will succeed Powell in 2026. Instead, Kevin Hassett is seen as the man most likely to head the Fed. The split between who economists want to get the job and who they think will become the next chair reflects the fierce pressure the Fed has come under from US President Donald Trump.

-The 4th strongest rally vs all other bulls (82, 09, 20 were >). -The STRONGEST recovery excluding recessionary cases. At 116 days w/o a 6% pullback, the rally has gone farther than all but two early-stage bulls (1966 & 1957). Source: Warren Pies @WarrenPies, 3Fourteenresearch

Source: Tavi Costa, Bloomberg

Source: Jim Bianco

The financial universe got 4X bigger. Stocks, bonds, derivatives, crypto Sometimes the denominator is the story Source: Katsua Research