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Brief: PPI Just Screamed What CPI Whispered
Producer prices surged 1.4% in April, the largest monthly jump since March 2022, as energy costs ripped through the supply chain. The Senate confirme…
1 month, 1 week ago
Super Brief: PPI Just Screamed What CPI Whispered — Super Brief
PPI Just Screamed What CPI Whispered. April PPI surged 1.4% month-over-month. The consensus estimate was 0.5%. That is not a miss. That is a factor o…
1 month, 1 week ago
Brief: Warsh Gets the Worst First Day Since Volcker
The Senate confirmed Kevin Warsh to the Fed board as April CPI printed 3.8%, the hottest since May 2023, with the chair vote expected today. Trump la…
1 month, 1 week ago
Super Brief: Warsh Gets the Worst First Day Since Volcker — Super Brief
Warsh Gets the Worst First Day Since Volcker. Kevin Warsh was confirmed 51-45 on the same afternoon April CPI printed 3.8%, the hottest since May 202…
1 month, 1 week ago
Brief: Aramco Says 2027
Aramco's CEO warned oil markets will not normalize until 2027 if the Strait stays closed past mid-June. Goldman Sachs called the yuan 20-30% underval…
1 month, 1 week ago
Super Brief: Aramco Says 2027 — Super Brief
Aramco Says 2027. Aramco's CEO Amin Nasser said markets will lose 100 million barrels per week and will not normalize until 2027 if Hormuz stays clos…
1 month, 1 week ago
Brief: Trump Called It Unacceptable. Now What?
Iran delivered its response to the US ceasefire proposal and Trump rejected it as "totally unacceptable" within hours. The Fed transition begins this…
1 month, 1 week ago
Super Brief: Trump Called It Unacceptable. Now What? — Super Brief
Trump Called It Unacceptable. Now What?. Warsh's confirmation vote lands Monday or Tuesday with a 53-seat Republican majority making the outcome esse…
1 month, 1 week ago
Brief: Cloudflare Fired 1,100 People and the Stock Dropped 24%
Cloudflare cut 20% of its workforce citing AI efficiency while posting record revenue, and the market punished it anyway. Consumer sentiment hit its …
1 month, 2 weeks ago
Brief: 115,000 Jobs and Nobody Believes It
The US added 115,000 jobs in April, nearly double expectations, but consumer sentiment hit a record low and current conditions collapsed. Markets shr…
1 month, 2 weeks ago