Tuesday, September 15: Clarity cloture. Baldwin seven-seven. Empire morning.
Note sull'episodio
Tuesday, September 15: Clarity cloture. Baldwin seven-seven. Empire morning.
The Triple Tape — weekday morning markets: crypto, stocks, and metals.
- Senate Democrats send Clarity Act counteroffer ahead of Tue ~2:15 p.m. ET cloture
- Eight banking trade groups reject final stablecoin-rewards text (ICBA joint letter Sep 14)
- NY AG + 17-state/DC coalition urge NO unless state powers preserved
- SDNY civil forfeiture ~61.19M USDT alleged Iranian oil proceeds via Binance accounts (Binance not accused)
- Polymarket Clarity-2026 odds ~18% Mon evening
Tape (CMC ~5:04 a.m. ET): LSK $0.423 −37.74%; CNPY $0.312 +25.06%; FIL $0.889 −12.48%
- DFO + Sequence definitive Baldwin take-private $7.7B / $32.50 cash
- Kimberly-Clark preps EU remedies for ~$40B Kenvue deal
- GSK acquires Chimagen myeloma TCE up to ~$750M
- Hain sells International to Aurelius ~$323M
- Crane buys Trillium U.S. water pumps ~$240M
Earnings: PLAY Q2 miss; premarket ~$7.31 −13.7%
Tape (Yahoo pre ~5:05 a.m. ET): COIN $183.51 −4.15%; HOOD $110.85 −3.04%; FTNT $166.29 −2.29%
- Newmont–Barrick expand Nevada Gold Mines JV; Newmont pays Barrick ~$1.95B
- CME 24/7 silver futures first weekend: 2,387 contracts / >$15M
- LME Cu stocks Sep 14: 242,900 t (+8,425); cash ~$14,044
- SHFE Cu warrants Sep 14: 21,847 t (+993)
- Refined Cu tariff still undecided; COMEX stocks ~696k t week to Sep 11
Tape (Kitco ~5:03 a.m. ET): Platinum $1,740 −1.08%; Gold $4,261.40 −0.86%; Silver $62.673 −0.70%
8:30 Empire State Manufacturing (Sep). FOMC day 1; decision + Chair Warsh PC Wed 2:00 / 2:30 p.m. ET. Wed also Retail Sales and Import/Export Prices.
Takeaway: Clarity cloture after overnight counteroffer/bank/AG pushback; Empire into Fed day 1 with hike odds still heavy; Baldwin signed; London copper rebuild vs open tariff call.
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