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Social Security, Equity, Processing Tools; Freddie and Fannie Shifts; Release From Conservatorship Slim

“Rob, what do you hear about Fannie & Freddie being released from conservatorship?” Not much. Although it may change with one random tweet, the idea & process of jettisoning them is not even “on the back burner”… It may be back in the refrigerator. Maybe 2031? Both are certainly building up
AI agents are coming for money launderers

The latest generation of anti-money-laundering software uses agentic AI to help alleviate AML alert fatigue. Experts say this use of the technology is promising, though they offer some caveats.
Trump Speech Fuels Another Leg Up For Oil and Yields

Things don't always happen like you'd expect. There was some buzz yesterday in the run up to yesterday night's Trump speech. Even during the domestic trading day, we knew the speech would offer some touting of accomplishments and a reiteration that objectives were "nearly complete." Both of those th
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