Econ #s

The Magnificent Seven stocks have driven Wall Street to all-time highs in 2025, recovering sharply from April's tariff-driven selloff. But a new earnings catalyst is emerging—and it's not related to artificial intelligence. It's the U.S. dollar. According to Goldman Sachs, the recent weakness in...

Despite weak consumer sentiment, an uptick in household debt delinquencies, and anecdotal reports of financial distress, the overarching narrative remains that consumers as a whole are healthy, and they are spending. This is important because personal consumption accounts for about 70% of GDP...

Despite fears that President Donald Trump‘s aggressive tariff policy would crush the appeal of U.S. assets, foreign investors are doing the exact opposite—buying American securities at a record-setting pace and powering one of the strongest rallies in recent history. According to May’s...

Despite a Washington-Beijing trade truce at May’s Geneva summit, China just dropped its U.S. Treasury holdings to the lowest level in over 16 years ― and the timing couldn't be more telling. In May, Beijing trimmed its stockpile of American debt to $756.3 billion, shaving off nearly $1...

Federal Reserve Governor Christopher Waller made his most assertive case yet for a July rate cut—and signaled he's ready to take Jerome Powell's seat if President Donald Trump asks. Speaking Friday on Bloomberg TV, Fed’s Waller joined fellow policymaker Michelle Bowman in backing a July rate...

A global buildout of datacenter infrastructure is charging ahead to meet the immense computing power needed for AI ambitions by tech giants like Meta Platforms Inc. (NASDAQ:META), Palantir Technologies Inc. (NASDAQ:PLTR), Amazon.com Inc. (NASDAQ:AMZN) and others. Goldman Sachs now expects global...

A political firestorm erupted on Wall Street Wednesday as speculations surged that President Donald Trump could fire Federal Reserve Chair Jerome Powell before his term ends, reigniting fears over central bank independence. Powell's current term runs until May 2026. Legal scholars and market...

Volatility surged across interest rate-sensitive assets Wednesday after reports circulated that President Donald Trump may be preparing to remove Federal Reserve Chair Jerome Powell from his post. The rumors sparked fears over the Fed's independence, triggering a broad flight to gold and a sell-off...

After years of underperformance and with prices stuck at levels not seen since the global financial crisis, the real estate sector is flashing signals of extreme weakness. The numbers are brutal. The Vanguard Real Estate ETF (NYSE:VNQ), a bellwether for U.S. real estate stocks, has underperformed...

A day after the Consumer Price Index reignited concerns over sticky inflation, Wednesday's Producer Price Index (PPI) offered a more benign view. Producer prices were flat in June, down from May's upwardly revised 0.3% increase and coming in below the 0.2% consensus estimate. On an annual basis,...

Leading economists react to June’s Consumer Price Index report, which showed that inflation was largely in line with expectations, while speculating on what this means for Federal Reserve policy and growing tariff-related pressures. What Happened: U.S. consumer prices rose 0.3% in June, the...

President Donald Trump's repeated calls for aggressive rate cuts collided with economic reality Tuesday, as June's rising inflation dynamics offered a win—at least temporarily—for Federal Reserve Chair Jerome Powell's cautious stance. Headline inflation in June accelerated to 2.7% year over year,...

After relatively benign inflation reports throughout 2025, the June Consumer Price Index could deliver what Wall Street least expects: the return of hotter price pressures, largely fueled by tariffs. For markets riding all-time highs, this could mean more pain than gain. Here's what to expect on...