Trump will issue a big statement on infrastructure in Tuesday speech

Reuters with the headlines

  • There is no choice but to spend on infrastructure

  • Tax plan will be released after proposal on Obamacare

  • We can't do a tax plan until we know the costs of healthcare (hope he's going to have a calculator handy)

That's your pop in the buck.

As has been the case of late, Trump chatter on the economy is met with rising bond yields. 10's get you 2.34%

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