There it is:

The trade war is back just as the 10Y Note Yield crosses above 4.60%.

This morning, President Trump threatened 25% tariffs on Apple, $AAPL, and 50% tariffs on the EU beginning June 1st.

Now, yields are pulling back sharply as recession worries resurface.

The drop in yields on this announcement will only give MORE of a reason for President Trump to prolong the trade war.

As we have said MULTIPLE times, a trade war accomplishes all of Trump's economic goals at once.

Trump wants lower rates, the Fed won't cut, so he will get them the hard way.

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Apple stock, $AAPL, falls -4% as President Trump says iPhones must be built in the US or they will face a tariff of at least 25%.

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Gold surges, silver plunges

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BREAKING: Harvard says it is suing the United States after President Trump banned international students from attending the university.

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BREAKING: Fed member Goolsbee says interest rates are still within historical ranges, but if there was a crisis over US fiscal stability "they would be moving higher."

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Warren Buffett: 6 Signs of a Great Investor

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BESSENT: WILL SEE MORE DEALS ANNOUNCED WITHIN 90 DAY PERIOD

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INDIA & U.S. NEAR TRADE DEAL BREAKTHROUGH

Sources tell CNBC-TV18 that India and the U.S. may reach an initial trade agreement within 7–10 days. Key highlights:

🔸 The U.S. is expected to partially exempt Indian goods from the 26% reciprocal tariffs.

🔸 A 10% tariff may be imposed on Indian imports, with zero duties on select product lines.

🔸 Trump's proposed 25% tariff on Apple phones is unlikely to affect Apple’s manufacturing operations in India.

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BREAKING: Palantir, $PLTR, insiders have sold millions.

CEO Karp has sold $50.4 million in shares.

Cohen sold $43.5 million

Sankar sold $21.2 million

Glazer sold $4.3 million

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🚨 BESSENT: WILL BE NEGOTIATING AGAIN IN PERSON WITH CHINA

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Bottom confirmed.

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Operation “f*ck the bears” in full swing

James Wynn has increased margin and doubled down on his $BTC long — now holding a $1 billion position.

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President Trump comments on the new EU tariffs and says "I'm not looking for a deal, it's set at 50%."

Trump says "they'll just built plants in the US."

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Jobs are no longer much more plentiful than available workers.

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Silver has followed gold prices adjusted for inflation for many decades in history.

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What Drives Stock Returns:

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