Summer Swoon? Reverse Carry Trade? A Tactical Conversation with Alexis Investment Partners xitter.cf/i/broadcasts/1nxeLMOrp…

New: NHTSA's Aug 31 interpretive rule says it can't regulate truck engines directly, only vehicles. Nothing changes today, but the reset rulemaking could reshape costs for Cummins (CMI) and PACCAR (PCAR). freemarketsreport.com/nhtsa-…

New EU DSA designation: ChatGPT is now a VLOSE, Reddit and Roblox are VLOPs. Four-month clock to comply. RDDT and RBLX are the named public tickers, ChatGPT stays private. freemarketsreport.com/eu-nam…

New on The Free Markets Report: the U.S. already tried an emergency ban on foreign bulk-power equipment in 2020. It was suspended within 90 days. EO 14420 is broader and has a fixed rulemaking clock this time. freemarketsreport.com/the-u-…

New on The Free Markets Report: the SEC wants to add EU debt to a rule it has only ever applied one country at a time, since 1984. Portugal was entrant 21 in 1999. The EU is a first: a category, not a country. freemarketsreport.com/the-se…

New on The Free Markets Report: the UK wants to give the Bank of England a payments-innovation mandate, the same template it already uses for CCPs and CSDs. Same week, the Bank delayed its own RTGS release. Mandate and delivery aren't the same clock: freemarketsreport.com/the-uk…

New from The Free Markets Report: the beef import quota just expanded for the 2nd time in 7 months, 4x bigger and open to any country this time, with a price-discount trigger. freemarketsreport.com/the-be…

New from The Free Markets Report: FTC order gives Redfin 6 months to relaunch rental ads after Zillow paid it $100M to exit. Zillow Rentals hit $392M H1 2026, up 36%. freemarketsreport.com/the-ft…

New from The Free Markets Report: EBA proposed first-ever waiver criteria for its EUR 30bn bank-reclassification rule. Only 10 firms reclassified so far, 6 more at the line. freemarketsreport.com/the-eb…

New from The Free Markets Report: the CFTC wants swap venues to drop an order book barely used. One SEF saw zero trades since 2013 and moved on before the rule existed. freemarketsreport.com/the-cf…

Live with Restream, August 25 xitter.cf/i/broadcasts/1wGWjlyaR…

Regulatory catalyst watch: UK just extended an anti-dumping duty (Belarus 38.1%, China 90.6%) on welded steel tubes through 2031 via a quiet expiry review. Unchanged rates, decade-plus horizon, zero fanfare. Breakdown: freemarketsreport.com/the-uk…

Regulatory catalyst watch: PA's new data-center EO ties permitting speed AND a tax exemption to compliance with grid-cost rules. States are learning that cost allocation, not bans, is the real lever. Breakdown: freemarketsreport.com/pennsy…

Deep-sea mining permit news is easy to misread. NOAA said TMC USA's application is compliant on paperwork today, not approved. Full breakdown: freemarketsreport.com/noaas-…

Who gets to legally sell a stablecoin in the US? Treasury just proposed the answer: permitted domestic issuers or OCC-registered foreign ones. No third lane. 2028 deadline. Details: freemarketsreport.com/treasu…

UK land near train stations just got repriced by policy, sort of. England expanded its station-density default from 60 to 80 zones today, live immediately. A related consultee reform is announced but not law yet. Details: freemarketsreport.com/britai…

Drone tariffs just went from investigation to three tier regime in 13 months. 100pct, 25pct, allied discounts. Full read: freemarketsreport.com/a-2025…

Six emergency orders. One coal plant. Fifteen months of "temporary" extensions. We break down the DOE order, the $259M compliance bill, and who's on the hook: freemarketsreport.com/doe-or…

WU cleared its biggest regulatory hurdle for the Intermex deal in New York, then California pumped the brakes hours later. IMXI popped 23% anyway. We break it down: freemarketsreport.com/new-yo…

The FCC unwrote parts of its own broadband label rule this week, but the fine print matters more than the headline. We dig into what's actually changing and when: freemarketsreport.com/the-fc…