Economy

North American Trade Wars (dailyreckoning.com)
2025-2-14 U.S.

PPI Inflation Accelerates to +3.5% yoy, Worst in 2 Years, Driven by Services amid Massive Up-Revision of Services Inflation (wolfstreet.com)
2025-2-14 Inflation PPI

Blissful Ignorance Now (dailyreckoning.com)
2025-2-14

Beneath the Skin of CPI Inflation: Worst Month-to-Month Acceleration of CPI since Aug 2023, on Spikes in Used Vehicles, Non-Housing Services, Food, Energy (wolfstreet.com)
2025-2-13 Real Estate Energy Inflation CPI

Trump's Microcap Renaissance (dailyreckoning.com)
2025-2-13 Trump

Who Are More Degenerate Gamblers, Sports Investors or Investors? (ritholtz.com)
2025-2-13

Treasury Market's Inflation Expectations Become “Unanchored” (wolfstreet.com)
2025-2-12 Inflation

Gold Miners or NVIDIA? You Choose… (dailyreckoning.com)
2025-2-12 Nvidia

Transcript: Sahil Bloom, Understanding ‘The 5 Types of Wealth' (ritholtz.com)
2025-2-12

Hockey Stick Profits (dailyreckoning.com)
2025-2-12

There Hasn't Been Much if Any Reduction in WFH in over Two Years, Despite the Hype about RTO (wolfstreet.com)
2025-2-11

Trade Wars Move Markets (dailyreckoning.com)
2025-2-11

Optimism Among Gamblers & Investors? (ritholtz.com)
2025-2-11

Used Car & Truck Prices Heading Higher on Tight Supply, Strong Demand, after U-Turn in mid-2024 from Historic Plunge. Used EV Prices Jump (wolfstreet.com)
2025-2-9

The Silver Squeeze: Market Manipulation and the Coming Storm (dailyreckoning.com)
2025-2-9 Silver

Can Canada Survive Trump 2.0? (dailyreckoning.com)
2025-2-8 Trump Canada

Huge Upward Adjustment to Employment & Labor Force as Wave of Immigrants is Finally Included, Unemployment Drops, Wage Growth Accelerates: The Annual Revisions Are Here (wolfstreet.com)
2025-2-8 Immigration Unemployment

10 Friday AM Reads (ritholtz.com)
2025-2-8

MiB: Sahil Bloom on Understanding ‘The 5 Types of Wealth' (ritholtz.com)
2025-2-8

Fed Balance Sheet QT: -$42 Billion in January, -$2.15 Trillion from Peak, to $6.81 Trillion, Lowest since May 2020. Bye-Bye BTFP (wolfstreet.com)
2025-2-7

Trump's Bold Plan is Working (dailyreckoning.com)
2025-2-7 Trump

Tulipmania! (ritholtz.com)
2025-2-7

The Fed's QT Could Go on for a Lot Longer, the Tools Are in Place, incl. the Revived Standing Repo Facility (wolfstreet.com)
2025-2-7

The Order of Love (dailyreckoning.com)
2025-2-7

Nobody Knows Anything, DeepSeek Edition (ritholtz.com)
2025-2-6

10 Sunday Reads (ritholtz.com)
2025-2-6

Trade Deficit in Goods Worsens to All-Time Worst in 2024, Small Surplus in Services Rises, Overall Trade Deficit Worsens by 17% (wolfstreet.com)
2025-2-6

Trade Wars Bring Pain… And Opportunity (dailyreckoning.com)
2025-2-6

At The Money: Are Hedge Fund Right For You? (ritholtz.com)
2025-2-6 Hedge Fund

Underlying Job Market Dynamics Retighten as Fed Moves any Rate Cuts into Distance amid Accelerating Inflation (wolfstreet.com)
2025-2-5 Inflation

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