The California Governor signed AB 2409 as part of an anti-corruption package, framing it as a response to President Trump's $TRUMP fiasco.

It's very busy week ahead with US payrolls (Friday) and PCE (Wednesday) as the blockbuster releases. The US ISM (Thursday) will attract outsized attention given the spectacular beat on the S&P PMI last week that sent 10yr US yields +15.2bps higher on the day.

"Automating certain workflows by leveraging the latest technologies..."

Overall, one in five renter households either paid rent late or missed a payment in 2025...

French rates are already exploding. Now add a potential diesel shock.

Activists took to social media to complain about the "horrors" of America, making Judge Judy's point for her...

That puts greater weight on the rosy outlook for S&P 500 earnings with bonds offering a much more competitive yield...

These new V3 satellites offer roughly 10 times the capacity... 

"The longer a diesel export ban lasts, the more disruptive it would likely be by putting upward pressure on gasoline prices because diesel, gasoline, and jet fuel are largely produced together."

"Power availability is becoming one of the defining constraints on the continued expansion of AI infrastructure..."

"The next two years, I'm really concentrating on the northern border," he said. "Canada's immigration laws are very lax... [It] doesn't take a lot to get into Canada."

Nvidia introduced a new double-layered artificial intelligence security system that it says would’ve prevented the recent high-profile breach of Hugging Face by OpenAI’s AI models.

Chasing bond volatility here looks late. If the rates shock spills over into something bigger, equities should be where the next adjustment happens. Bond fear has exploded. Equity fear hasn't.

The Nasdaq 100 is up in 7 of the last 8 sessions and printing fresh all-time highs, AI names are back to "we're back" vibes, and yet if you ask Goldman's TMT specialist Peter Callahan how investors actually feel, the answer is... not great.

“A lot is moving against equities at the moment: oil is on the rise and bond yields are going through the roof. It’s quite hard for me to be optimistic.”

Some relief. 

Wall Street almost always starts a year too optimistically and spends the next 24 months cutting...

Gold is cracking. And there is a LOT of fresh length trapped above.