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Article

Trump Converts AI Safety Warnings Into a China-Race Doctrine

Trump dismissed AI catastrophe warnings as a hoax and framed pressure for AI guardrails as hostile to U.S. leadership, AI companies and data centers. The clash follows calls from Anthropic’s Dario Amodei, OpenAI’s Sam Altman and Elon Musk to pace frontier-mod…

AI Industrial Flywheel (⚙️🤖🔥)
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Article

QE 2026, Phase Two: When the Long End Forces Duration Control

The Fed already ended QT and expanded Treasury holdings through bill-focused reserve-management purchases, but that repaired the reserve layer without suppressing the long end. With the 10-year Treasury at 4.95%, the 30-year at 5.37%, real long yields near th…

Policy Watch — Fed, Treasury & CBs (🏛️📜)
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Article

AI Data Centers Turn Into a Midterm Control Surface

AI data centers are moving from economic-development trophy to midterm liability. AP reported that President Donald Trump continues to champion data centers as strategic infrastructure while candidates in competitive races back away from the issue. Axios and …

AI Industrial Flywheel (⚙️🤖🔥)
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Article

Washington Turns the Jones Act Waiver Into an Iran-War Fuel Bypass

President Trump extended a Jones Act waiver for another 90 days, with the new window taking effect on August 17, 2026, after the prior waiver period expired on August 16. The waiver allows foreign-flagged vessels to move covered energy and agricultural commod…

Middle East & Energy Geopolitics (🛢️🔥)
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