Economy

MiB: Sander Gerber, CEO and CIO Hudson Bay Capital (ritholtz.com)
9 minutes ago

Fed Balance Sheet QT: -$14 Billion in April, -$2.26 Trillion from Peak, to $6.71 Trillion, Lowest since April 2020 (wolfstreet.com)
10 hours ago

AI's (Extreme) Leftist Bias (dailyreckoning.com)
12 hours ago AI

Q&A: Your Money Map (ritholtz.com)
16 hours ago

Now the Multifamily CMBS Delinquency Rate Begins to Spike, while Office Delinquencies Re-Spike to Financial Crisis Peak (wolfstreet.com)
19 hours ago Financial Crisis

Buffett's $325 Billion Mistake (dailyreckoning.com)
21 hours ago

MiB Live: Harvey Schwartz, CEO of Carlyle Group (ritholtz.com)
1 day ago

Oozing, Infectious A.I. (dailyreckoning.com)
1 day ago AI

Inflation Is in the Revisions? What Stands Out Once Again in the PCE Price Index? Sharp Up-Revisions of Prior Month's Inflation (wolfstreet.com)
1 day ago Inflation

GDP Whacked by Massive Spike in Imports on Frontrunning of Tariffs. Consumer Spending Grew, Business Investment Soared (wolfstreet.com)
1 day ago GDP

Place at the End (dailyreckoning.com)
2 days ago

Despite All Moaning and Groaning: Layoffs & Discharges Plunge, Hires and Voluntary Quits Rise, Driven by Private Sector Strength (wolfstreet.com)
2 days ago Layoffs

Transcript: Jeffrey Becker, Jennison Associates Chair/CEO (ritholtz.com)
2 days ago

The Spread between 10-Year Treasury Yield & Mortgage Rates Is Historically Wide and Widened Further: Some Thoughts (wolfstreet.com)
2 days ago mortgage

Trump at 100 Days, Gold at $3,500 (dailyreckoning.com)
2 days ago Trump

Trump's War on Bureaucrats (dailyreckoning.com)
3 days ago Trump

How Gold Imports Blew up Atlanta Fed GDPNow: The Old Model is Dead, Long Live the “New GDPNow Model” Starting Apr 30 (wolfstreet.com)
3 days ago

A Spectacularly Underappreciated 15 Years (ritholtz.com)
3 days ago

China's Economic Collapse Carries a Warning About Our Own Future (www.heritage.org)
4 days ago China

Index of Economic Freedom (www.heritage.org)
4 days ago

Pennsylvania Workers Harmed by Nippon Steel Rejection (www.heritage.org)
4 days ago Steel

Milei's Argentine Triumph Shows Why Musk's DOGE Revolution Isn't Enough (www.heritage.org)
4 days ago

How To Keep Taiwan Secure and Prosperous (www.heritage.org)
4 days ago Taiwan

The “Too Crowded” Gold Trade (dailyreckoning.com)
4 days ago

Consequences of the AI Disruption (dailyreckoning.com)
4 days ago AI

Barron's: Embrace Your Inner Mr. Spock (ritholtz.com)
4 days ago

10 Sunday Reads (ritholtz.com)
4 days ago

How I Learned To Stop Worrying and Love This Tariff-Like System (www.heritage.org)
5 days ago

Trump's Tariff Critics Are Trading on Overblown and Unfounded Fears (www.heritage.org)
5 days ago Trump

Trump's Targeted Tariff Proposals Are Already a Notable Success (www.heritage.org)
5 days ago Trump

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