Crude Rips, Crypto Flips, Stocks Dip, As Fed Fears Eclipse All
"The combo of higher rates (10Y at 20 year highs) and elevated oil prices (WTI at April highs) is like asking equities to run a marathon with ankle weights strapped on..."
"The combo of higher rates (10Y at 20 year highs) and elevated oil prices (WTI at April highs) is like asking equities to run a marathon with ankle weights strapped on..."
The House passed its version 294-134 in July 2025...
Are you scared enough yet (to demand the government save us all)?
Earlier in the day, a federal judge blocked the board from adding inscriptions naming Trump at the cultural venue.
"And that's exactly what the core customer is faring. But the interesting thing with this economy, because of the other sustained headwinds of inflation over the years that have passed, even that middle..."
New York City must now respond by October 8...
IG report to Congress: Hundreds of buildings & structures at US bases destroyed...
The fight over slowing AI development could have enormous political...and market...consequences.
"Voting intentions now show right-wing candidate Flávio Bolsonaro technically tied with current President Lula..."
It will rank as one of the most power-packed speeches ever delivered on the decline of the Democratic Party...
Reports in July indicated that 42% of all Canadian manufacturing companies planned to move operations to the US. It looks like that process has started...
"Momentum leadership is changing" and "we expect this prolonged selloff in the AI complex to have lasting impact in the makeup of momentum and as this trend continues, momentum will start decoupling from AI." - Goldman
Solve energy to solve rates. Risk doesn’t work until then... the Band-Aid hike is theater. The barrel is the bond market...
U.S. and Israeli strikes on Iran began February 28, 2026...
If Bessent has managed to get President Trump on side on the importance of yields over fed funds, then Warsh can conduct monetary policy unfettered, and perhaps keep the current market regime intact for now.
"We'll be looking at any proposal that is a viable solution..."
