Economy

Fighting Gravity in Tokyo (dailyreckoning.com)
2026-8-5 Tokyo

The Siren's Song of Cheap Labor (dailyreckoning.com)
2026-8-5

Labor Market Turnover Increased all Year, Bouncing Off Late 2025 Low. What that Means (wolfstreet.com)
2026-8-5

Why the US-Japan Joint Intervention to Prop Up the Yen? Fear of Treasury Yields Blowing Out if Japan Becomes a Forced Seller (wolfstreet.com)
2026-8-4 Japan

AI Data Center Construction Spending Goes Exponential (But in Business, Exponential Curves Can't Last) (wolfstreet.com)
2026-8-4 AI

Petrodollar in Peril (dailyreckoning.com)
2026-8-4

Six Years into Bond Bear Market, 30-Year Treasury Yield Hits 5.28%, Yield Curve Steepens, but Spreads Are still too Narrow (wolfstreet.com)
2026-8-2 Bond

What went wrong at IBM (dailyreckoning.com)
2026-8-2 IBM

SPR Gets Drained to Dump Crude Oil on Global Markets: US Exports of Crude Oil & Petroleum Products Spike (wolfstreet.com)
2026-8-1 Oil

This “Trump Myth” Will Cost You (dailyreckoning.com)
2026-8-1 Trump

Alabama's Path to Leading the South's Economy (www.heritage.org)
2026-8-1

If It's Good Enough for Wartime, It's Good Enough for Peacetime (www.heritage.org)
2026-7-31

Inflation in the Overall Economy, Hitting Consumers, Businesses, and Governments, Was Really Bad in Q2, even without Energy (wolfstreet.com)
2026-7-31 Energy Inflation

Red-Hot Inflation & (Inflation-Adjusted) Strong Domestic Private-Sector Demand Marks Q2 GDP. Debt-to-GDP Ratio Dips to 121.5% (wolfstreet.com)
2026-7-31 Inflation GDP

The Marble Ledger (dailyreckoning.com)
2026-7-31

Tech Bros Run the Marxist Playbook (dailyreckoning.com)
2026-7-30

Stocks Tank, Long-Term Treasury Yields Jump after Warsh Starts Talking (wolfstreet.com)
2026-7-30 Stock

Fed Holds Rates after “Good Family Fight” and 3 Dissenters, after Enormous Uncertainty in the Markets (wolfstreet.com)
2026-7-29

Oh Dear, Condo Prices Fell by 15% to 33% in 30 Bigger Cities Already. Some Dropped Back to 2006 Levels (wolfstreet.com)
2026-7-29

Growth of the Vacant Housing Stock in the US (wolfstreet.com)
2026-7-29 Stock Real Estate

Antifragility in Life and Investing (dailyreckoning.com)
2026-7-28

The “Paycheck to Paycheck” Problem (dailyreckoning.com)
2026-7-28

America Exports Its Monetary Soul (dailyreckoning.com)
2026-7-28 U.S. Monetary

Korean KOSPI Crashes 10.8% Today, -34% in 25 Days, after 300% Spike, as Consensual Hallucination Fades (wolfstreet.com)
2026-7-28 Korea

How Massive AI Data Center Investment Pushes the Economy & Prices: See Durable Goods Orders (wolfstreet.com)
2026-7-28 AI

Long-Term Treasury Yields Jump as Bloodied Bond Market Gets Edgier about Inflation & the Massive New Debt (wolfstreet.com)
2026-7-26 Bond Inflation

Russia is Still Winning in Ukraine (dailyreckoning.com)
2026-7-25 Russia Ukraine

New Single-Family Home Prices Drop Further amid Declining Sales and once again Growing Inventory Glut (wolfstreet.com)
2026-7-25

Progressive Economic Policies Force High Earners' Relocation (www.heritage.org)
2026-7-25

June's Inflation Relief Was a Peace Dividend (www.heritage.org)
2026-7-25 Inflation

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