US Military To Seize Kharg Island Soon, Trump Says
Donald Trump, tired of being strung along by the “brotherhood” of IRGC commanders, former and
Europe Faces Stagflation As ECB Hikes, Sees Slower Growth
The ECB on Thursday became the first G7 central bank to raise rates as a
Wholesale US Inflation Soars On Largest-Ever Goods Increase
Wholesale inflation was uncomfortably warm in May, the BLS said, in Thursday’s only notable US
Oracle’s Back In The News
Oracle was back in the news on Thursday. And not just in the news, but
Trump ‘Loves The Inflation’ As ‘Stealth’ Flows Cap Oil Surge
Not a day goes by. When Donald Trump doesn’t make me chuckle. Dejectedly, disdainfully, despairingly,
US Inflation Tame As It Can Be Under The Circumstances
Good news: Core inflation in the US was much cooler than expected last month, if
China’s Coming Margin Crunch
What happens when your input costs surge in a domestic macro environment characterized by lackluster
Lingua Franca
“Stop resisting!” Every time I hear about the IRGC lobbing missiles at Israel, dispatching drones
‘Great News’ For US Housing? Color Me Skeptical.
Could’ve been worse. I’ll say that much for it. I realize that’s the same assessment
How’s It Feel To Be A Sucker? Congratulations!
A lot of small business owners in America are notoriously susceptible to GOP supply-side macroeconomic
China (Still) Making $500 Million An Hour On AI-Driven Export Boom
With the high-tech arms race in full throttle, scarcely anything else matters. That’s a lesson
The Largest Profit Boom In History
“Quite simply extraordinary.” That’s how SocGen’s Andrew Lapthorne described the recent inflection in consensus profit
‘Take Profits,’ Subramanian Says. ‘Too Many Red Flags.’
Frank Cross: Well, it’s a little late for this kind of feedback. Eliot Loudermilk: That’s
Dear Lord, Don’t Let These People Vote!
We’re gonna need more gerrymandering. The share of American households who described their financial situation
The Flows Behind Wall Street’s Bloody Friday
If you were wondering about the specifics of the mechanical flows which “helped” turn a
Lex Talionis
A ceasefire within a ceasefire. That’s what The White House wants from Israel and Iran,
Iran Fires On Israel As Trump Unable To Stop Lebanon Melee
Iran fired ballistic missiles into Israel Sunday in retaliation for the latest IDF attack on
Rate Hikes ‘Kill Success,’ Trump Warns, As Warsh Takes Over
Donald Trump’s already pressuring Kevin Warsh to cut rates. Before losing his patience and storming
War Fallout: US Inflation Seen Topping 4%, ECB To Hike Rates
Two things: US inflation data and an ECB rate hike. Those are this week’s marquee
The ‘Real’ Fed Story
If inflation’s falling and central banks don’t cut rates, what happens? Well, the real policy
What Just Happened To Stocks…
There are an estimated 3.7 million infants in America. None of them have ever seen
Weekly: Roasted Dove
Well, the good news is, the US economy — all Potemkin Village derision aside —
US Labor Market Strongest In Two Years
I’m not sure we need those rate cuts, Kevin. The US economy added 172,000 jobs
Sell Signals And CPI Sirens
For the third consecutive week, a popular Wall Street composite measure of investor sentiment registered
Kevin Warsh, R-Star And The AI Capex Boom
What if the neutral rate’s higher now? R-star’s an esoteric topic, but it was front
Is Corporate Credit A Bubble Too?
Earlier this week, I highlighted a broad measure of aggregate US corporate margins and a
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