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Can Bessent Juggle The Treasury And The Fed?
The Trump leak hidden over the past weekend
11 hrs ago
1
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Can Bessent Juggle The Treasury And The Fed?
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Intel Pushes For Change: Will It Save Them?
Can Intel compete against TSMC, NVDA and others?
Jul 7
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Intel Pushes For Change: Will It Save Them?
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ADP Signals Labor Market Weakness
What might be in store for the BLS employment data?
Jul 3
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ADP Signals Labor Market Weakness
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Amazon Has Over One Million Robots!
The age of robotics is here!
Jul 2
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Amazon Has Over One Million Robots!
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The UM Survey: It Ain’t What It Used To Be
Check out how the University of Michigan Sentiment Survey changed
Jul 1
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The UM Survey: It Ain’t What It Used To Be
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June 2025
Shadow Fed Chair: Good Idea?
What may Donald Trump have up his sleeve to get the Fed to move?
Jun 30
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Shadow Fed Chair: Good Idea?
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Dollar Reversal: What It May Mean For Gold and Bonds
A follow up to our discussion on a coming dollar rally.
Jun 27
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Dollar Reversal: What It May Mean For Gold and Bonds
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Dollar Reversal: What It May Mean For Gold and Bonds
Yesterday’s Commentary noted that the dollar is very oversold and likely due for a reversal.
Jun 27
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Dollar Reversal: What It May Mean For Gold and Bonds
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SNB Brings Back Zero Percent Interest Rates
With interest rates in developed economies falling but still significantly higher than their respective troughs in 2021-2022, some pundits are claiming…
Jun 26
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SNB Brings Back Zero Percent Interest Rates
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Powell Testifies On Monetary Policy To Congress
Fed Chair Jerome Powell presented his quarterly testimony to the House yesterday and will testify to the Senate today.
Jun 25
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Powell Testifies On Monetary Policy To Congress
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Strait Of Hormuz Closure: Why It Hurts Iran Too
Closing the Strait of Hormuz would have severe implications for global trade, most importantly oil.
Jun 24
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Strait Of Hormuz Closure: Why It Hurts Iran Too
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Behind The Meter Solutions: The Gas Powering AI
As the building of AI and cloud data centers expands rapidly, the demand for energy to power these data centers grows.
Jun 23
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Behind The Meter Solutions: The Gas Powering AI
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