Wednesday, September 16: Clarity fails. Fed decision day. Copper rebuilds.

Wednesday, September 16: Clarity fails. Fed decision day. Copper rebuilds.

The Triple Tape — weekday morning markets: crypto, stocks, and metals.

• Senate rejects Clarity Act cloture 49–50 (Vote 234, 2:19 p.m. ET Sep 15)
• Tillis strategic nay + motion to reconsider keeps procedural door ajar
• SDNY charges ex-Robinhood engineers over alleged Hyperliquid listing perps
• CoinEx orderly shutdown: spot ends Sep 29; withdrawals through Dec 22
• Industry pivots to SEC/CFTC rulemaking after cloture miss

Tape (CMC ~5:07 a.m. ET): LSK $0.528 +24.9%; ARB $0.154 +15.8%; XLM $0.174 −9.7%

• SK Hynix in exploratory talks with Intel on first U.S. memory fab
• Brookfield–Reliance Worldwide ~$2.9B cash scheme
• Grab takes 60% of Atome for $1.49B (path to ~$4.5B)
• Jazz closes Actio Biosciences $820M
• CareTrust closes ~$400M Southwest SNF; ~$600M pipeline

Earnings: TCOM Q2 non-GAAP beat / GAAP loss on SAMR fine; premarket ~$40.95 +4.3%

Tape (Yahoo pre ~5:05 a.m. ET): INTC ~$102 +5.0%; TCOM ~$40.95 +4.3%; DELL ~$558 +2.7%

• LME Cu stocks Sep 15: 249,225 t (+6,325)
• SHFE Cu futures inventory Sep 15: +10,003 → 31,850 t
• Elemental Royalty closes $239M Vizsla/Panuco NSR deal
• Generation Mining Marathon fully funded — C$340M; Glencore offtake
• GLD holdings +2.852 t → 1,050.277 t

Tape (Kitco ~5:07 a.m. ET): Silver $64.403 +1.34%; Gold $4,331 +0.89%; Palladium $1,294 +0.70%

8:30 Advance Retail Sales (Aug) and Import/Export Prices. 10:00 Inventories + NAHB. 2:00 FOMC decision + SEP; 2:30 Chair Warsh PC. Empire printed Tue at 7.6 (from 20.6).

Takeaway: Clarity cloture fail 49–50 vs Tillis reconsider door; Retail Sales into heavily priced hike; London/Shanghai copper rebuild vs open tariff call.

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