Texas redraws House lines, while economic pressure builds on all fronts.
| | Quantus Wednesday Brief // July 2025 Edition | 1. Texas Redistricting: GOP's Power Play | The Texas House map is out and it's a bloodbath for Democrats. The GOP adds +5 seats, shifting the battlefield heading into 2026. | Cook Political Report Update:
🔴 GOP: 217 (+5)
🔵 DEM: ~200–202
🟨 Toss Ups: ~16–18
→ GOP now just 1 seat shy of the majority. | Flipped Districts: | TX-09 (Houston): Harris +20 → Trump +15 TX-32 (Dallas): Harris +24 → Trump +16 TX-35 (Austin/San Antonio): Harris +34 → Trump +10 TX-28 (RGV): Trump +7 → Trump +10 TX-34 (RGV): Trump +4 → Trump +10
| Texas isn't alone. Florida Governor Ron DeSantis is reportedly eyeing a similar redistricting push. Another +5 GOP seats may be in play. | | 2. U.S. Economy: Strong GDP, Sluggish Investment
Q2 GDP: +3.0% — beating forecasts. | Consumer and government spending held steady Imports dropped, juicing the topline Exports dipped Business investment? Still sluggish
| ADP Report: +104,000 private sector jobs in July. Inflation's at target. Growth is lopsided.
The rate cut isn't just possible, it's overdue. | Be sure to follow on X for more analysis and election coverage @QuantusInsights (https://x.com/QuantusInsights) | | 3. FBI Document Bombshell | EXCLUSIVE — Kash Patel claims he found thousands of classified documents tied to the Trump–Russia investigation hidden in burn bags inside a secret FBI room. | This raises major questions about what was preserved, what was meant to disappear and who knew. | | 4. Tariff Revenues Hit All-Time High | July 2025: $28B in U.S. tariff revenue, a new monthly record. | Driven by Trump's 10% blanket import tariff Steel, aluminum, auto tariffs also climbing YTD: $150B On pace to hit $300B by year-end, says Treasury Secretary Bessent
| This is the new trade landscape. Massive revenue, real economic shifts, and a full-throttle return to protectionist policy. | | 5. What It All Means | The 2026 midterms just got a seismic jolt. With Texas redistricting handing Republicans 5 likely seats, the House majority is within arm's reach and more gains may be coming if Florida (and Ohio) follows suit. The map is moving fast, and the Democratic margin for error is gone. | The economy is growing but not evenly. Imports and consumer spending are pulling the weight while business investment stalls. The Fed can't afford to wait. With inflation tamed, it's time to cut rates before stagnation creeps in. | Meanwhile, explosive claims about hidden FBI files reignite questions about past probes and could fuel new investigations heading into an already volatile election cycle. | And Trump's trade policy is no longer just rhetoric. It's delivering historic tariff revenue. Whether that's a win or a warning depends on where you sit but either way, the era of uneven globalist trade policy is officially over. | Bottom line: Politics, policy, and power are all in motion. 2026 won't be business as usual. | | Want More Like This?
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