Getting Ready for the Most Beautiful HUGE Long Weekend Ever

Academy Securities analyst Peter Tchir shifted to a neutral stance on interest rates, citing reduced volatility from recent Fed policy commentary. The report also anticipates increased focus from the Trump administration on boosting the domestic economy ahead of the nation's 250th anniversary.

Key Takeaways

• 1.The firm is moving to neutral on interest rates, as recent commentary from FOMC member Kevin Warsh has reduced near-term tail risk to the long end of the yield curve.
• 2.President Trump is expected to shift focus toward boosting the domestic economy and stock market performance ahead of the U.S. 250th Independence anniversary celebrations.

Table of Contents

• Getting Ready For The Most Beautiful HUGE Long Weekend Ever!
• The Deal, or Extended Ceasefire, or MOU
• The Fed and Rates
• Space and AI
• The 250th 4th of July Celebration
• Disclaimer

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