Economy

America Needs Taiwan To Win the Semiconductor Race (www.heritage.org)
28 days ago U.S. Taiwan

Milei's Argentine Triumph Shows Why Musk's DOGE Revolution Isn't Enough (www.heritage.org)
28 days ago

How To Keep Taiwan Secure and Prosperous (www.heritage.org)
28 days ago Taiwan

CPI Inflation Dishes Up another Nasty Surprise, as it Tends to Do (wolfstreet.com)
28 days ago Inflation CPI

Pax Palantira (dailyreckoning.com)
28 days ago

Mercy to the Guilty Is Cruelty to the Innocent (dailyreckoning.com)
29 days ago

RTO Has Stalled, There's Been Hardly any Reduction in WFH since Early 2023 (wolfstreet.com)
29 days ago

Department of War? (dailyreckoning.com)
29 days ago

Charting the Gold Story (dailyreckoning.com)
29 days ago

My Thoughts about that August Producer Price Index (wolfstreet.com)
30 days ago

In California, the Time a Home Sat on the Market in August before it Was Sold or Delisted Soars to Highest in at least a Decade (wolfstreet.com)
30 days ago California

Office CMBS Delinquency Rate Spikes to Record 11.7%, Much Worse than Financial Crisis Peak. Multifamily Delinquencies also Spike (wolfstreet.com)
30 days ago Financial Crisis

30-Year Treasury Yield Stuck Near 5% on Inflation Fears, but 6-Month Yield Drops, Sees Rate Cuts, Long End of Yield Curve Steepens a Lot, Mortgage Rates still over 6.5% (wolfstreet.com)
30 days ago mortgage Inflation

Stories of Homeowners Hit by Fallout from the Housing Bubble & 3% Mortgages Replace Breathless Media Hype of Bidding Wars (wolfstreet.com)
30 days ago Real Estate

Annual Benchmark Payroll Revisions: Nonfarm Job Creation for 12 Months to March Chopped by 911,000, to 1.44 Million Jobs Created (wolfstreet.com)
30 days ago

Revenge of the Luddites: Part II (dailyreckoning.com)
30 days ago

Declining Dollar, Rising Gold, and Combatting Normalcy Bias (dailyreckoning.com)
2025-9-10

Rickards on Existential AI Risks (dailyreckoning.com)
2025-9-10 AI

China's Economic and Political Nightmare (dailyreckoning.com)
2025-9-10 China

The Fuse is Lit (dailyreckoning.com)
2025-9-9

Scenario of a Triple Whammy for Long-Term Treasury Yields (wolfstreet.com)
2025-9-8

Perfect Competition Will Crush AI Profits (dailyreckoning.com)
2025-9-7 AI

China's Not-So-Secret Weapon (dailyreckoning.com)
2025-9-6 China

Bessent Blast's the Fed for QE, its “Perverse Incentives” for Fiscal “Irresponsibility,” its “Wealth Effect” Policies on “Class and Generational Disparities,” its Failure on Inflation… Oh I So Agree (wolfstreet.com)
2025-9-6 Inflation

My Thoughts about that August Jobs Report (wolfstreet.com)
2025-9-6

Fed Balance Sheet QT: -$39 Billion in August, -$2.36 Trillion from Peak, to $6.60 Trillion (wolfstreet.com)
2025-9-5

Bull Markets Create the Illusion of Mastery (wolfstreet.com)
2025-9-5

Fewer Teens Are Working, Earning Money and Job Skills (www.heritage.org)
2025-9-5

Don't Get Shaken Out (Up or Down) (dailyreckoning.com)
2025-9-5

Despite all the Shouting by the Cut-Rates-Now Crowd, Unemployment Claims Do Not Depict a “Cracking” Labor Market (wolfstreet.com)
2025-9-5 Unemployment

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