1) Elon Musk announces formation of ‘’America Party’’, potentially impacting the GOP in upcoming elections.
2) Trump administration plans more fiscal stimulus with reconciliation bills, putting pressure on the Fed to maintain stock market highs.
3) OMB Director criticizes Fed Chair Powell for ‘gross mismanagement’, hinting at potential replacement.
4) Asset allocation model shifts towards ‘Everything Rally’ quadrant, suggesting move away from USDs and long-end bonds.
5) Investments in assets with inflation-proof cash flows and PPAs recommended in current macro environment.
6) Questions raised about portfolio composition, emphasizing need for diversification and inflation-proof assets.

Read more at Investing.com: Trump’s Fiscal Push and Fed Interference Set Stage for an ‘Everything Rally’