SERETIS NOTES

 So the United States is now caving in to these backwards ass camel humping mutants for help? Washington officials met with Houthi officials, who told them that they won't target U.S. or Israeli ships, according to a new report. Reuters detailed that the meeting took place at the U.S. Embassy in Oman, and that Muscat helped organize the meeting. It went on to note that Washington has held negotiations with the group despite designating it as a "foreign terrorist organization" in march 2025. ymping mutants

China is on Trumps mind   Later this month, President Donald Trump will meet with China's Xi Jinping in Washington. Earlier this summer, Trump met with European leaders at a NATO summit in Turkey . You can guess which one occupied more of the president's attention. China isn’t America’s only concern in 2026, of course. The Trump administration’s latest National Security Strategy addressed everything from the Western Hemisphere to Israel to, yes, America's European allies. But more than any other global dynamic, the U.S. rivalry with China has come to define both Trump’s policies and the United States’s global outlook.

  GOP leaders are betting the House on President Trump in this year’s elections. The midterm cycle is always a referendum on the sitting president, whether members of his party like it or not. And if there was a clear message from the Republicans’ midterm convention in Dallas, it’s that GOP leaders have embraced that reality with zeal, leaning heavily on Trump to animate their base and stave off a blue wave.

  Asian equities, U.S. and European futures sink into the red after the Dow falls over 400 points. Bond yields erase the "Bessent" moves as the 10-year returns to highs not seen since January 2025. Oil drives higher, with WTI above $90 and Brent above $95 a barrel. President Trump claims "almost total control of the Hormuz Strait" as Iran targets U.S. military assets in the Gulf. China dissents from the G20 statement, opposing the wording of "cheap exports." In corporate news, VW is set to be pushed out of the Euro Stoxx 50 and replaced by Nokia