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Why Higher Oil Prices Complicate the Fed’s Inflation Fight | Edward Dowd
Inflation has picked up again this year, with higher energy prices tied to the war with Iran pushing headline readings higher. On Sept. 16, the Feder…
1 month ago
Why the Diesel Market Is Still Tight | Andrew Lipow
When the Strait of Hormuz closed during the Iran conflict, oil and diesel prices rose as markets tried to judge how long the disruption would last. F…
1 month, 1 week ago
Central Banks Are Buying Gold, so Why Does Demand for the Dollar Keep Rising? | Daniel Lacalle
Central banks keep adding gold to their reserves while Treasury yields stay elevated, feeding a familiar explanation that the dollar is being debased…
1 month, 1 week ago
What It Would Take to Rebuild US Textile Manufacturing | Robert Antoshak
Tariffs are changing the economics of textile and apparel sourcing, while companies are spreading production to places such as Vietnam, Mexico, and o…
1 month, 2 weeks ago
AI Is Still Booming. What Is the Market Pricing In? | Michael Khouw
AI spending is still expanding, and some chip companies tied to the buildout are producing unusually strong profits while their stocks trade at modes…
1 month, 2 weeks ago
AI Is Driving a Power Buildout. Will the Forecasts Hold? | Scott Ebeling
Electricity demand is rising as artificial intelligence (AI) data centers seek enormous amounts of power and manufacturers look to expand production …
1 month, 3 weeks ago
What the Market Shows Before Big Positions Become Public | Jason Bodner
Markets can look one way in the news while institutional money is moving in another direction. Large investors often build positions gradually, makin…
1 month, 3 weeks ago
Iran Is Escalating. The Economic Stakes Go Beyond Oil | Bijan Kian
Iran is facing renewed economic and military pressure, with the Strait of Hormuz again at the center of concerns over oil and global trade. The immed…
1 month, 4 weeks ago
AI Is Changing What Job Applications Mean | Douglas Wetzel
AI is becoming part of both sides of hiring at a time when the job market is already difficult for many applicants. Job seekers are using it in the a…
2 months ago
Why Bigger IPOs Are Coming And What They’re Really Worth | Aman Verjee
The IPO market spent years running well below its earlier highs. Now SpaceX has gone public at a valuation near $2 trillion, Anthropic could follow, …
2 months ago