paid Bond Vigilantes • 3 min read The Bond Vigilantes Are Fighting The Fed After today's PPI, we won't be surprised if Fed officials plant a story in The Wall…
paid AI • 2 min read Zettascale Computing Is Coming Using Nvidia's Blackwell Chips! Yesterday, stock prices initially fell sharply following August's CPI report, but AI fever quickly turned the S&…
paid Inflation • 3 min read Immaculate Disinflation! This morning's July PPI was cooler than expected, rising just 0.1% m/m and 2.2% y/…
paid Labor Market • 2 min read Low Inflation Readings Stampede the Bulls On Wednesday, the Federal Open Market Committee (FOMC) warned markets to expect no more than one interest rate cut over…
paid Inflation • 2 min read PPI Not As Hot As CPI Today's PPI report threw some cold water on yesterday's hotter-than-expected CPI. Our opinion is that the…
paid Inflation • 2 min read US Disinflation Is Made In China It's not quite the great fall of China. However, something is definitely wrong with China's economy.…
public Inflation • 2 min read Is That Inflation In The Rearview Mirror? Could it be that the spike in inflation over the past two years was one of the many shockwaves caused…
paid Inflation • 1 min read PPI Inflation Is Moderating On Friday, we learned that November’s headline PPI inflation rate rose 0.3% m/m, higher than the 0.…