September Outlook: A Dollar Bounce, Rate Hikes, And Trade Talks Fed Chair Warsh’s hawkish signals spark a US Dollar rally as markets price in additional rate hikes. Marc Chandler Yesterday
AI Is Ending America’s Era Of Flat Electricity Demand Surging AI data center demand is ending the era of flat U.S. electricity growth. Robert Rapier 3 days ago
The Price Of Crude And The Cost Of Money Crude oil and Treasury yields are climbing as Middle East tensions disrupt energy shipping routes. Kurt Kallaus 6 days ago
Convulsion In Credit Markets U.S. interest costs of $3 billion daily signal a structural crisis, trapping the Fed between inflation and insolvency. Michael Pento 6 days ago
U.S. Debt Matters, But The Euro Area May Create The Next Crisis U.S. debt attracts headlines, but the Eurozone’s massive unfunded liabilities and fiscal denial pose a greater systemic risk. Daniel Lacalle 6 days ago
Weekly Market Pulse: A Debt Crisis? Treasury yields face upward pressure as massive US debt issuance competes with AI-driven borrowing from Alphabet and Amazon. Joseph Calhoun 6 days ago
Q3 Earnings Preview: High Expectations, Positive Revisions, And Broad-Based Growth S&P 500 earnings momentum is accelerating with Q3 profit growth projected at 22.3% as revisions broaden. Sheraz Mian 1 week ago
Will AI Become The Great Equalizer? AI projects as a global "Great Equalizer" by democratizing expertise and lowering entrepreneurship barriers. ING Economics 1 week ago
Equities Hit A Speed Bump As Semis Slide And Yields Climb Equities extended their three-day decline as semiconductor stocks slid and Treasury yields climbed toward 4.71%. James Picerno 1 week ago
Weekly Market Pulse: Situational Awareness Interest rates testing the 5% threshold on the 10-year Treasury threaten stretched equity valuations. Joseph Calhoun 1 week ago
Yen Intervention Narrative: What’s True And Not Japan’s yen intervention signals market stabilization via the Fed's FIMA facility rather than a secret bond market bailout. Lance Roberts 2 weeks ago
Solar Overtakes Wind, But Fossil Fuel Demand Keeps Rising Solar generation surged 30% in 2025, overtaking wind for the first time as the world's fastest-growing energy source. Robert Rapier 2 weeks ago
Permission Slips: Dealing With No There is a difference between owning a thing and having permission to use it, and almost everything most people count as their wealth sits firmly in the second category. Chris MacIntosh 3 weeks ago
Q2 Earnings: Robust Results And Positive Estimate Revisions Validate Market Fundamentals Robust Q2 results and positive estimate revisions across eight sectors validate market fundamentals. Sheraz Mian 3 weeks ago
Affordability, Not Scarcity, Is The Real Energy Crisis Historical data suggests a shift toward low energy consumption growth, which historically signals financial crashes and systemic decline. Gail Tverberg 3 weeks ago
Major Asset Classes July 2026 Performance Review Commodities surged 12% in July as energy prices spiked, while US stocks saw mild declines. James Picerno 3 weeks ago
August 2026 Monthly Fifty-five years after the gold window closed, the dollar faces trust erosion fueled by financial weaponization. Marc Chandler 4 weeks ago
AI Bear Case: What Skeptics Get Right And Wrong Skeptics like Michael Burry warn that aggressive accounting and circular financing may inflate AI earnings. Lance Roberts 1 month ago
Weekly Market Pulse: The Forgotten Asset REITs are outperforming the S&P 500 and Nasdaq year-to-date as the crowded AI narrative faces growing skepticism. Joseph Calhoun 1 month ago
Buffett Built His Fortune Without Tech Skill. The AI Era Won't Let You. What has changed between Berkshire's early decades and today's AI-driven market, told through the data. Ting Cheng 1 month ago
