Economy
NY Fed: Americans are paying for 90% of Trump's tariffs
Both US consumers and businesses are bearing the brunt of the president's trade policy
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The Fed searches for neutral amid a flurry of conflicting data
The Federal Reserve navigates conflicting inflation and labor data as markets weigh interest rate cuts, the neutral rate, and rising volatility amid uncertain Fed policy.
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Hard evidence of tariff inflation
New data shows U.S. tariffs are driving higher prices, with Goldman Sachs highlighting how rising import and domestic costs are increasingly passed on to consumers.
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The Fed paused as expected. Markets are reading between the lines
The Fed’s rate pause leaves markets parsing Powell’s remarks as investors weigh inflation, jobs data, and the timing of potential interest rate cuts amid easing financial conditions.
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The K-shaped economy is getting more uneven
Consumer spending is increasingly driven by high-income households, highlighting a deepening K-shaped economy and rising inequality across the U.S.
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The quiet housing market flip nobody is talking about
The mortgage lock-in effect is finally weakening, but rising rates and falling prices are creating new risks for recent buyers.
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As Wall Street doubles down on AI stocks, former fund manager warns they are ‘building our future enslavement’
AI is driving markets and propping up U.S. growth, but critics warn the investment frenzy could come at the cost of civil liberties and economic balance.
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Did America’s biggest rental bubble just pop?
Austin’s post-pandemic rent boom has fully reversed, with prices plunging 21% as migration slows and new supply floods the market.
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Did China’s money printer light the fuse under gold?
A record $4.5 trillion surge in China’s money supply is rippling through global markets.
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An ounce of silver is now worth more than a barrel of oil
Silver tops oil for just the second time on record, signaling rising investor caution and fading confidence in global growth.
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Inside the small circle that could decide the Fed’s future and America’s economic destiny
A tight-knit circle of policymakers and market heavyweights may be poised to replace stimulus-era economics with a new power structure built around capital, discipline and markets.
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Fed’s Powell lets the stagflation out of the bag (again)
Powell’s mixed messages, AI-driven job losses, and rising inequality paint a picture far darker than the Fed is willing to acknowledge.
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“Own assets or be left behind” — Investors are getting the memo as 401(k) millionaires surge
Record retirement balances show a shift: savers are embracing markets now, before Social Security’s future forces their hand.
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“The Fed may be done with inflation, but inflation isn’t done with the Fed”
The U.S. central bank is easing, but investors are pushing long-term rates higher, signaling inflation may have more staying power than policymakers admit.
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Japan’s bond market is cracking and the shockwaves are headed west
With regional banks sitting on record unrealized losses and bond prices in historic free fall, Japan’s quiet financial stress is rapidly morphing into a global market risk.
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Trump’s trade war meets the ashes of America’s factory economy
As factories vanished and jobs disappeared, China surged ahead while the U.S. stagnated.
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What recession? Black Friday blowout masks a dangerous debt surge
Record sales, rising balances, and mounting risk behind America’s Black Friday boom.
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Economist warns that "demand-side" of inflation is now entrenched
Despite elevated inflation expectations and resilient consumer demand, critics say the Fed’s rush to cut rates is dangerously out of sync with economic reality.
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