Section 301 replaces struck-down tariffs as oil, rare earths, and the Fed reprice risk

Threads we are following

• Whether the Court of International Trade rules that a burden-on-commerce finding covering 99.4% of imports qualifies as a finding at all.
• Whether the reported US-Iran pause holds and if Saudi Red Sea loadings recover from the 2.79 million barrels/day floor
• Whether Wednesday's FOMC delivers the expected hawkish hold and how the next CPI print moves hike odds under a Fed with no projections to anchor expectations
• Whether the L&F–CoreShell model can validate non-China metallization at scale, and how fast comparable processing capacity appears outside China
• Whether the 2027 comprehensive NIPA revision reclassifies AI capability spending the way the 1999 revision reclassified software — and how much 'missing' productivity reappears