YTD returns across major U.S. asset classes continue to reflect a highly concentrated market. The...
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Electricity Prices Could Become a Structural Inflation Problem
Most Americans are paying higher electricity prices, and the pressure is unlikely to ease anytime...
The Consumption Conundrum
GDP, released on Tuesday, showed that the economy grew by a larger-than-expected 4.3%. Powering the...
Copper Prices Surge To All Time Highs
On Monday night, copper prices, as shown below, reached an all-time high of over $12,000 per metric...
The ECB Changes Tone: Will The Fed Follow?
Inflation in the European Union is nearing 2%, expected to dip below it in 2026 and 2027 and then...
The Seen And The Unseen Of QE-RMP
In 1850, Economist Frederic Bastiat famously wrote an essay entitled “That which is seen, and...
Blue Owl Roils The AI Narrative
Blue Owl Capital spooked AI investors on Wednesday when the Financial Times reported that the firm,...
Fannie And Freddie Add Billions To The Bond Market
According to Bloomberg, Fannie Mae and Freddie Mac have been increasing the mortgages and...
Kevin Warsh Or Kevin Hassett?
Yesterday’s Commentary discussed Trump’s inclusion of Kevin Warsh in the race for...
Warsh Is In The Race: Fed Chair Odds In Flux
Over the last few weeks, it seemed all but a done deal that Kevin Hassett would replace Jerome...