Tuesday, September 15: Clarity cloture. Baldwin seven-seven. Empire morning.

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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