Did China just fire shots at America? Last week, in Tiananmen Square, China put
on a chilling display of military power.




Sep 11, 2026 | Browser View
<[link removed]>

<[link removed]>






Did China just fire shots at America?

Last week, in Tiananmen Square, China put on a chilling display of military
power.

Fighter jets, tanks, AI-guided drones — all paraded under the red flag, in
front of Vladimir Putin, Kim Jong Un, and more than two dozen world leaders.

<[link removed]>
Meanwhile, in Washington, President Trump watched.

“They were hoping I was watching,” he said. “And I was watching.”

But what he didn’t say matters more. Because while the media calls it a
“celebration,” those of us paying attention know what it really was:

A warning shot at America. A not-so-subtle message to the United States — and
to every American who still believes we call the shots.

The world is realigning. China. Russia. India. They’re drawing closer. And
Trump’s high-risk trade policies are pushing them into each other’s arms.

The U.S. is becoming isolated and distrusted under our glorious leader.

And we’re drowning in debt – $21 billion a day added and growing.

And this Chinese parade – as symbolic as it was strategic – signals that the
world may be entering a post-American financial era.

One where the dollar no longer dominates… and U.S. influence is no longer
guaranteed.

The White House won’t admit it, but the signs are everywhere.

Foreign alliances are being formed without us… economic blocks are shifting
against us… our tariffs are backfiring and capital is fleeing the country… debt
is exploding past $37 trillion with no plans to stop it.

For those looking to protect themselves as this global power shift takes
place… I highly suggest you watchthis critical broadcast
<[link removed]>
from Porter Stansberry.

In it, he details exactly how this new global power structure could impact
your finances… and what he believes every American must do to protect their
money before September 30, when America’s 2026 budget exposes just how bad
things have become.

Click here to watch it now
<[link removed]>
.



Stocks rallied on a hot inflation print. That should make you more cautious,
not less.



MARKET TRANSMISSION

Stocks Bounced on a Hotter-Than-Expected Inflation Print
Friday's cross-asset reaction is a study in contradiction: equities up, oil
down, gold down, and the entire Treasury curve reset higher — with the 30-year
yield hitting its highest level since 2007.
The Global Event
The Bureau of Labor Statistics released the August Consumer Price Index at
8:30 a.m. ET Friday, the single most-watched data release of the month given
its proximity to next week's Federal Reserve meeting and the backdrop of a
war-driven oil shock.
The Market Reaction
August headline CPI rose 0.4% month-over-month and 3.4% year-over-year,
matching consensus. Core CPI rose 0.3% month-over-month — a tenth of a point
above the 0.2% forecast — while holding at 2.4% year-over-year, in line with
expectations. In early Friday trading (intraday, observed premarket), the Dow
was indicated up roughly 0.57% to near 52,393, the S&P 500 up roughly 0.56% to
near 7,641, and the Nasdaq up roughly 0.62% to near 29,316 — a bounce after
four consecutive losing sessions. WTI crude fell from Thursday's roughly
$102.48 to near $99, and Brent fell from roughly $107.63 to near $103.70. Gold
futures fell 0.66% to $4,404.40 an ounce while silver rose 0.37% to $65.17. On
the Treasury curve, the 2-year yield posted its largest single-day move in more
than a year, the 10-year traded near 4.938%, and the 30-year touched 5.373% —
its highest level since 2007.
The Transmission Channel
Two separate transmission mechanisms are running in opposite directions today.
The rate channel is straightforward: a hot core CPI print raised the
probability of a Fed hike to roughly 70%, which repriced the short end of the
Treasury curve sharply higher and pushed the 30-year to an 18-year high, since
a hike now is read as reinforcing the Fed's inflation-fighting credibility for
longer. The commodity channel moved the opposite way: crude fell on an
unconfirmed diplomatic report about Hormuz shipping, and equities appear to be
trading off that relief more than off the inflation data itself — even though a
genuinely tight Fed and a genuinely disrupted energy market are not, in
combination, an obviously bullish setup.
Assets Absorbing the Risk
Long-duration Treasuries, with the 30-year yield now at an 18-year high;
diesel-intensive sectors including trucking, agriculture and construction,
which face record fuel costs regardless of what crude oil itself does; and any
rate-sensitive equity sector that has not yet repriced for a confirmed hike.
Assets Benefiting From the Risk
Short-duration Treasuries and money-market instruments, now capturing
multi-year-high yields at the front end of the curve; and, in Friday's
immediate reaction, broad equities trading on relief that oil retreated rather
than on the inflation print's implications.
What Would Confirm the Move
An actual 25-basis-point hike delivered at next Wednesday's FOMC meeting would
confirm today's yield-curve repricing as durable rather than a one-day
overreaction; diesel prices holding above $6 a gallon even if crude stabilizes
lower would confirm the distillate squeeze is structural, not just a Hormuz
story.
Strongest Counterargument
Equities rallying on a print that also raised rate-hike odds is, on its face,
an inconsistent market reaction — one plausible read is that today's bounce is
largely a relief rally after four straight down days and a lower oil print, and
could reverse quickly if crude resumes climbing or if the Fed's Wednesday
statement reads more hawkish than the market currently expects.
Next Session Watch List
Whether Brent and WTI stabilize or resume climbing into next week's FOMC
meeting; weekly EIA distillate inventory data; and confirmation or denial of
the Financial Times report on a Gulf-Iran Hormuz shipping arrangement.



At Global Risk Axis, we write for people who think for themselves. Nothing
here replaces your own judgment — regulations prevent us from making it
personal, but that was never the point anyway.

Got this forwarded? You can subscribe directly here
<[link removed]>

Need help? Contact us <mailto:[email protected]> for assistance



Unsubscribe
<[link removed]>
— one click, no questions.

Sent to [email protected] <mailto:[email protected]>.

254 Chapman Rd Ste 208 Newark, 📍 Delaware 19702




© 2026 Alpha One Marketers LLC. All rights reserved.