News
JPMorgan says AI will need ‘astronomical’ amount of capex
“The scale of demand for compute remains astronomical, with actual growth somewhat constrained by physical limitations,” JPMorgan strategists said
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Morgan Stanley turns the light out on the AI boom
Banks warn the U.S. may run short on power as AI data centers surge and household electricity costs climb.
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The Fed just hit pause on tightening, and may have unleashed its next big problem
A cash squeeze is rippling through U.S. money markets. The Fed’s cure — ending QT — could stabilize rates but deepen a geopolitical vulnerability.
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America’s new mortgage “innovation” looks a lot like the last financial disaster, analyst warns
Wall Street once referred to risky loans as “innovation.” Now, experts warn the 50-year mortgage could mark the next stage of a housing bubble America can’t afford.
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Famous gold bull Peter Schiff now says investors should ‘take a ride on silver’
“Forget about Bitcoin,” he said. “If you want a faster horse than gold, take a ride on silver. Hi-ho, Silver!”
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A Fed rate cut in December is starting to sound like less of a sure thing
Despite the weakening labor market, multiple Fed officials expressed growing concern this week over inflation
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The 50-year mortgage debate has a warning from Japan
Japan tried 50-year mortgages before its economy imploded. Now Trump wants to do the same and critics say it could trap Americans in debt for life.
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Is CPI a sham? Inside the ‘guesswork’ behind America’s inflation data
As the Fed cuts rates and Trump declares victory over inflation, critics say the government’s key price gauge is being propped up by estimates, not evidence
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‘Good times lead to complacency’: Legendary investor Howard Marks is latest to flag private credit
Oaktree Capital’s Howard Marks warns of growing risks in private credit as complacency, poor diligence, and flawed underwriting threaten asset quality and investor returns.
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Trump’s “Made in America” pivot faces its biggest test as Goldman sees job losses return
Economists warn domestic production push is faltering, with job growth possibly turning negative for the first time since the pandemic.
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The same buyers, 34 years later: Chart reveals the aging face of U.S. homeownership
The first-time buyers of the early ’90s are now the repeat buyers dominating today’s market - a stark sign of how homeownership has aged.
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Is 50-year mortgage last straw in America’s housing crisis?
Trump’s plan to double mortgage terms isn’t a fix. It’s proof that buying a home is unattainable in today’s economy.
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Trump’s $2,000 ‘tariff dividend’ could set off an inflation bomb, economists warn
Economists warn the president’s new stimulus plan may reignite inflation and widen the wealth gap
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The one chart that shows how the American Dream fell apart in just five years
Warren Pies calls it “the single best chart to explain the post-pandemic angst”
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Stocks are now pricier than ever based on two trusted metrics, analysts warn
Two of the market’s most trusted valuation gauges are flashing red
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McDonald’s ‘value’ menus are now feeding the affluent
Once a symbol of affordability, McDonald’s is now seeing its biggest sales gains from higher-income diners
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America’s two economies: The freight market crashes as Wall Street soars
Economists warn that the divide between Main Street and Wall Street has never looked sharper.
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New York City real estate is “undervalued” for the first time in decades, but there’s a catch
After years of soaring prices and pandemic turmoil, Manhattan’s home values have fallen 20%, making the city’s priciest borough look like a relative bargain for cash buyers.
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“Another day, another negative development in private credit,” bond king warns
His concern is a niche area known as payment-in-kind (PIK) loans, a form of debt that allows borrowers to pay interest with more debt instead of cash
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Is this a prelude to America’s 2026 credit crisis?
With subprime delinquencies soaring, household debt at record highs, and job losses creeping into white-collar sectors, analysts say the U.S. economy may be heading for a credit-driven reckoning
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