Monday Market Open

While the NPCs are still shaking off their Sunday hangovers and scrolling TikTok, the VHLA crew’s cracking knuckles, eyeing catalysts, and plotting moves like it’s a war map. This week is stacked—data drops, global tensions, and a Musk/Trump flame war that could rewrite aerospace. Stay sharp, share the newsletter with your sharper friends, and remember: Fucked Finance isn’t just a vibe, it’s your alpha.

Market Indices & Commodities

The Week Ahead
Notable Shit Happening This Week

The Fed’s about to get a final inflation read before their big June rate decision, and the tape’s loaded with landmines:

• Atlanta Fed GDPNow – Monday

• CPI (May) – Wednesday

• 10-Year Auction – Wednesday

• PPI (May) – Thursday

• Michigan Inflation Expectations – Friday

• Consumer Sentiment – Friday

If CPI comes in hot, we rip rate cut hopium out of the market’s veins. If it cools? The Powell pivot narrative gets a second wind. Position accordingly, but don’t overstay your welcome—this tape moves fast and eats slow traders alive.

Hollywood
LA Erupts Over ICE Raids

Mass riots lit up Los Angeles after ICE launched a sweeping deportation blitz this weekend. Protesters clashed with feds downtown, freeways were blocked, fires set, and over 100 arrested. Trump deployed the National Guard, calling it “just the start.” Newsom’s threatening lawsuits, but the message is clear: the border war just came home.

Trade War
US-China Trade Talks: London Brawl Edition

They’re meeting over scones, but the knives are out. Talks this week in London could decide the next round of tech tariffs, supply chain reshuffles, and semicon showdowns. If Xi and Biden’s crew even pretend to agree, expect a pop in EM and industrials. But if it goes south? Risk-off hard and fast. Either way, it’s event risk with a rocket launcher.

Aerospace
RKLB: Time to Moon?

We’ve been watching RKLB for weeks, and now the fuse might be lit. With Musk beefing with Trump and SpaceX caught in the crossfire, DC insiders are floating Rocket Lab as a serious Plan B. It’s not hype—it’s necessity. If the government starts redirecting contracts, RKLB isn’t just along for the ride... it’s headed to orbit.