Markets are doing that thing where everything looks fine until you zoom out and realize risk is quietly pooling in all the wrong places. In this episode of The Higher Standard, we break down why green screens don’t mean healthy markets, how capital is hiding in mega-cap tech, and what our new U.S. Markets Risk Profile and Synthetic Volatility Index reveal about fragility beneath the surface. We unpack the Trump–Fed showdown, why central bank independence actually matters, and how Jamie Dimon’s warning fits into a growing confidence problem. Then we hit housing, where sales are up, prices are easing, rates are moving — and affordability is still broken — before closing on rising consumer stress. This isn’t a market in free fall; it’s a market quietly mispriced on risk.

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🔗 Resources:

A major development in Trump’s Fed feud is set to happen next week in the Supreme Court (CNBC)

Jamie Dimon warns Federal Reserve subpoena 'not a good idea' (Fox Business)

Trump Says Dimon ‘Wrong’ to Criticize DOJ Probe of Fed’s Powell (Bloomberg Law)

Median Sales Price of Houses Sold for the United States (Federal Reserve Bank of St. Louis)

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Markets Are Breaking While the Fed Is Under Attack