Economy

Miners: Flush with Cash (dailyreckoning.com)
2026-7-10

The Small Coalition Trap (dailyreckoning.com)
2026-7-10

Welcome to the Surveillance Grid (dailyreckoning.com)
2026-7-9

AI Dominated the Fed's Meeting as Driver of “Persistent Inflationary Pressures” & Demand Growth (wolfstreet.com)
2026-7-9 AI

QT plus Rate Hikes: ECB Sheds €149 billion of QE Assets in Q2, -52% since mid-2022, Marks Gold Down by €160 Billion (wolfstreet.com)
2026-7-9 Asset

Time to Sell *These* Stocks (dailyreckoning.com)
2026-7-8 Stock

The World Reprices Risk (dailyreckoning.com)
2026-7-8

The GOP's “Affordability” Problem (dailyreckoning.com)
2026-7-8 Republican

Consumer “Inflation Expectations” Throw the Fed another Curveball (wolfstreet.com)
2026-7-8 Inflation

Home Prices in the Largest Countries of Europe in Q1 2026, from Splendid Housing Bubbles to a Market that's Back to 2010 (wolfstreet.com)
2026-7-7 Europe Real Estate

My Take on the Zero-Sum New-Vehicle Market in the US: Decades of Stagnation & Decline Interrupted by Steep Plunges (wolfstreet.com)
2026-7-7

Six-Month Treasury Yield Rises to 4%: Bond Market Tells the Fed to Get on with the Rate Hikes (wolfstreet.com)
2026-7-5 Bond

QT instead of Rate Hikes to Put a Floor under Plunging Yen: Bank of Japan Sheds 15.6% of its Massive Assets (wolfstreet.com)
2026-7-4 Japan Asset

5 Charts to Navigate This Chaotic Market (dailyreckoning.com)
2026-7-3

Labor Market Tightens despite Tepid Job Growth as Labor Force Declines further amid Crackdown on Illegal Immigration (wolfstreet.com)
2026-7-3 Immigration

Jim Rickards on Faith and Family (dailyreckoning.com)
2026-7-3

Tesla's Deliveries Spike 25% in Q2, despite End of Federal EV Incentives, as Gasoline Prices Soared. Shares Plunge (wolfstreet.com)
2026-7-3 Tesla

The Billionaire Sorting Hat (dailyreckoning.com)
2026-7-3

The Next Big Commodity Winner (dailyreckoning.com)
2026-7-2 Commodity

Yen Craters to 4-Decade Low, JGB Yields at 3-Decade Highs: Monetary Policy Mess Comes Home to Roost (wolfstreet.com)
2026-7-2 Monetary

Unwinding the “Lock-in Effect” Suddenly Stalls as Homeowners Stopped Paying Off Below-3% Mortgages (wolfstreet.com)
2026-7-2

Elon's Next Move: Your Money (dailyreckoning.com)
2026-7-1

America 250: Birth of a Post-Glacial Nation (dailyreckoning.com)
2026-7-1 U.S.

Inflation & Nominal Economic Growth to the Rescue: The US Government's Ugly Fiscal Mess (wolfstreet.com)
2026-7-1 Inflation

Saylor's Bitcoin Flywheel Hits a Snag (dailyreckoning.com)
2026-6-30 Bitcoin

Speculation Nation (dailyreckoning.com)
2026-6-28

Inflation in “Core Services” Surges, plus AI's Impact on Electricity & Goods: Inflation beyond Gasoline (wolfstreet.com)
2026-6-27 Inflation AI

Let's Make a (Iran) Deal (dailyreckoning.com)
2026-6-27 Iran

Drones Invade Moscow (dailyreckoning.com)
2026-6-26 Drone

The Maestro's Tab (dailyreckoning.com)
2026-6-26

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