Field notes from a restaurant floor, a trading screen, and a lot of unfinished software.

On my radar now

Trade and bonds carried the day. Trump paused the 50 percent Section 338 tariffs on Canadian dairy, alcohol and vehicles less than two hours before they were due to hit, buying three days for a deal that runs out Friday. Treasury doubled its buybacks of long dated debt, pulling the 30 year yield off a 19 year high and giving stocks their first up day in four. The Fed minutes went the other way, showing officials who would rather hike than cut if inflation stays sticky. Anthropic published wet lab results showing Claude designed working protein binders for 14 of 15 targets on its own, and OpenAI confirmed ads land in 31 European markets Monday. In Concord, lawmakers sustained most of Governor Ayotte's record 31 vetoes but overrode the transportation plan, setting up the first out of state toll hike in 19 years. The Red Sox blew a tie in the tenth and lost 7-6 to Arizona at Fenway.