Economy Insights
Daily analysis of US economic news — the Fed, inflation, market trends, and what it all means for your money.
The Stock Market Is Cheering, But The Fed Just Admitted They Are Trapped
Fed Governor Waller just warned of a long-lasting inflation shock and a weak labor market. Here is why Wall Street's tech rally is ignoring massive oil risks.
The S&P 500 Just Crossed 7,000 — But The Treasury Market Is Flashing A Terrifying Warning
The S&P 500 just hit 7,000, but former Treasury Secretary Henry Paulson is warning of a U.S. debt collapse. Here is what this means for your money today.
The S&P 500 Is Breaking Records While The Fed Sounds The Alarm
The S&P 500 and Nasdaq are hitting record highs on Iran truce hopes, but the Fed is warning about inflation and AI debt is surging. Here is what it means.
The S&P 500 Is Hitting Record Highs, But Today's Tax Deadline Just Sprung a Hidden Trap
The Nasdaq is on a 10-day win streak amid US-Iran peace hopes, but Wall Street is ignoring the massive liquidity drain happening today. Here is what you need to know.
The 3-Year Inflation Shock Wall Street Is Completely Ignoring
Wholesale inflation just hit a 3-year high thanks to the Iran oil shock. Here's why Wall Street is ignoring the PPI report and what it means for your money.
Stock Market Freakout: Why the Strait of Hormuz Blockade Just Blew Up Your Portfolio
The Dow and S&P 500 are sliding after the Strait of Hormuz blockade. Here is what surging oil prices and sticky inflation mean for your investments and savings.
The 50-Basis-Point Shock: Why Mortgage Rates Are Dropping (And Your 4% Savings Account is Doomed)
A sudden shift in real yields has Wall Street pricing in a 50-basis-point Fed cut. Here is why mortgage rates are dropping and what to do with your cash.
Why Your Bond Fund Is Bleeding While Mortgage Rates Drop (And How to Fix It)
Mortgage rates are falling amid Iran ceasefire talks, but passive bond funds are still leaving money on the table. Here is how DIY Treasury trading hits 5.75%.
The Wall Street Delusion: Why a 3.3% CPI and an AI Drag Aren't Stopping the S&P 500 to 7,400 Call
With March CPI hitting 3.3% due to the Iran oil shock and AI dragging down short-term productivity, why is Wall Street calling for the S&P 500 to reach 7,400?
The February PCE Trap: Why Wall Street's Earnings Boom Is Ignoring The Oil Shock
Core PCE inflation hit 3% in February before the Iran oil shock even started. Here is why Wall Street's predicted earnings boom might be a massive trap.
The Dow Just Exploded 1,300 Points on a 'Ceasefire Mirage' (And Why I'm Not Buying It)
The Dow surged 1,300 points on news of a US-Iran ceasefire extension. But with the Strait of Hormuz closed and trade falling, this rally looks like a massive trap.
The Hormuz Deadline, Wall Street's Hopium, and the Fed's Secret Rate Hike Threat
The S&P 500 is rallying on ceasefire hopes, but the looming Strait of Hormuz deadline and inflation fears mean the Fed might actually raise interest rates.