This is the iconic closing line of President Whitmore’s rallying speech, delivered just before humanity launches its final assault against the alien invaders. On this year’s Independence Day, the financial world reflects not only on American sovereignty but also on the sovereign power of fiscal policy to disrupt markets. President Donald Trump has succeeded in pushing through a controversial $3.4 trillion tax and spending package in the House of Representatives, marking a historic reversal of Biden-era policies. While Republican unity was largely intact, the bill faced resistance over its aggressive cuts to Medicaid and social programs. Democrats, although outnumbered, made their opposition known with a record-setting floor speech, yet the outcome was unchanged — the president’s deadline of July 4 has been met, and the legislation now lands on his desk for final approval.

The fiscal shift is significant. Taxes will be reduced, clean-energy incentives rolled back, and safety nets such as Medicaid deeply cut. The impact on the bond market was immediate. Stronger-than-expected US employment figures for June rattled rate-cut expectations. Yields on two-year Treasuries spiked by 10 basis points, reflecting a sudden market pivot away from dovish Fed assumptions. Traders now see near-zero probability of a rate cut at the Fed’s July 29–30 meeting, and even September bets are fading fast.

This ripple hit Europe’s financial centers hard this morning. DAX and CAC 40 opened under pressure, as traders priced in firmer US yields and a stronger dollar. The discrepancy between government job data and private payrolls (which had suggested a slowdown) further confused risk sentiment. Investors fled shorter-duration debt and rotated into defensives, while tech and utilities saw renewed interest — especially in the context of rising global uncertainty.

Elsewhere, geopolitical risk remains acute. The Trump administration doubled down on sanctions targeting Iranian oil flows, even after last week’s airstrikes on nuclear sites. Companies linked to illegal rebranding of Iranian oil shipments now face asset freezes and travel bans. Meanwhile, diplomatic signals from Moscow are dim: a new round of Trump-Putin talks yielded no meaningful progress on Ukraine. With Washington temporarily halting weapons shipments due to stockpile concerns, Russia has escalated attacks, challenging Trump’s declared goal of a ceasefire.

Despite these tensions, bullish sentiment lingers in parts of Wall Street. Some advisors now see the recent pullback as a second chance to enter high-quality names — those with stable earnings and robust balance sheets. Sectors like technology, healthcare, and utilities are seen as havens in this increasingly bifurcated market.

At Final Resurrection Ltd. and the TITAN Options Circle, today’s developments are a powerful reminder that political outcomes and macro data remain two sides of the same coin. Our clients are monitoring the policy shifts from Washington closely — especially in terms of new positioning strategies around rate-sensitive assets and healthcare-linked equities. As volatility stirs again, TITAN traders are preparing for calculated entries in sectors with asymmetric upside.