Economy

America Needs Taiwan To Win the Semiconductor Race (www.heritage.org)
2026-7-14 U.S. Taiwan

Milei's Argentine Triumph Shows Why Musk's DOGE Revolution Isn't Enough (www.heritage.org)
2026-7-14

How Trump's Tariffs Can Paradoxically Raise Economic Freedom (www.heritage.org)
2026-7-14 Trump

America's Resurgence, Argentina's Milei Prove the Power of Freedom (www.heritage.org)
2026-7-14 U.S.

Stablecoins Strengthen the Dollar and Empower the Developing World (www.heritage.org)
2026-7-14

Taiwan Strikes Deal to Restore Chip Manufacturing to Arizona (www.heritage.org)
2026-7-14 Taiwan Manufacturing

China's Touch of Death (dailyreckoning.com)
2026-7-12 China

US Government Sold $743 Billion of Treasury Securities this Week, 30-Year Yield at 5.06% on Inflation, Lax Fed, Supply Fears (wolfstreet.com)
2026-7-11 Inflation

How to Invest in Junior Miners (dailyreckoning.com)
2026-7-11

Gasoline Price Spike Triggered Massive Price Surge of Used EVs as Auto Dealers Bid them up at Auctions (wolfstreet.com)
2026-7-11

Supply of Existing Single-Family Homes Jumps to 10-Year High, Condo Supply to 14-Year High. Sales Slip Deeper into Deep Freeze. Mortgage Rates Rise to 6.49% (wolfstreet.com)
2026-7-10 mortgage

The US, Largest Crude Oil Producer in the World, Produced 42% More than Saudi Arabia and 37% More than Russia in 2025 (wolfstreet.com)
2026-7-10 Russia Oil Arabia Saudi Arabia

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

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