Recently, the media have highlighted anomalies in the University of Michigan (UM) consumer...
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Shadow Fed Chair: Good Idea?
Donald Trump’s frustration with Chairman Powell increases by the day. Consequently, per The Wall...
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....
SNB Brings Back Zero Percent Interest Rates
With interest rates in developed economies falling but still significantly higher than their...
Powell Testifies On Monetary Policy To Congress
Fed Chair Jerome Powell presented his quarterly testimony to the House yesterday and will testify...
Strait Of Hormuz Closure: Why It Hurts Iran Too
Closing the Strait of Hormuz would have severe implications for global trade, most importantly oil....
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...
Fed Left Rates Unchanged Amid Elevated Uncertainty
The Fed left rates and the pace of QT unchanged as expected in Wednesday’s meeting. Powell’s...
The Tech Bubble Analogy For Nvidia Falls Short
One of the most common parallels for AI stocks’ booming performance is the tech bubble of the...
Robotaxi Race: Tesla is Behind the Curve
Tesla’s robotaxi service, tentatively set to launch June 22, 2025, lags behind Waymo’s...