Economy

Harvard Men (dailyreckoning.com)
2025-4-9

Trump Triggers Tariff Tantrum (dailyreckoning.com)
2025-4-9 Trump

Transcript: Lisa Shalett, CIO Morgan Stanley (ritholtz.com)
2025-4-9 Morgan Stanley

10-Year Treasury Yield Snaps Back Brutally, Stocks Go Crazy, S&P 500 Spikes 8.5% then Plunges Back in 1 Hour on Fake News (wolfstreet.com)
2025-4-8 Stock S&P Fake News

A Tale of Two Crashes (dailyreckoning.com)
2025-4-8

Bank of Japan's QT Accelerates, 2 Years Behind the Fed & ECB, but Now Visibly Part of the QT Party (wolfstreet.com)
2025-4-8 Japan

The Consequences of Chaos (ritholtz.com)
2025-4-8

Boxes & Lines (ritholtz.com)
2025-4-7

Inventories of Existing Homes in Florida Spike in March to Highest since at Least 2016, Massive Jumps in Tampa, Miami, Orlando, as Buyers Are on Strike (wolfstreet.com)
2025-4-6

The Stock Market May Be in Trouble and Consumers May Be in a Sour Mood, But the Labor Market Is Just Fine (wolfstreet.com)
2025-4-5 Stock

Bathwater, Baby, and Silver (dailyreckoning.com)
2025-4-5 Silver

MiB: Lisa Shalett, CIO Morgan Stanley (ritholtz.com)
2025-4-5 Morgan Stanley

Our Drunken Sailors Are Back: New Vehicle Sales Surge in March, after Rising in January & February, Best Q1 since 2019 (wolfstreet.com)
2025-4-4

Stocks Plunge as the Market Understood What Tariffs Are: A Tax on Corporate Profit Margins (wolfstreet.com)
2025-4-4 Stock Tax

Fed Balance Sheet QT: -$33 Billion in March, -$2.24 Trillion from Peak, to $6.72 Trillion, Lowest since May 2020 (wolfstreet.com)
2025-4-4

Trump Takes a Bite of Apple (dailyreckoning.com)
2025-4-4 Trump Apple

An Evening with Michael Lewis (April 7) (ritholtz.com)
2025-4-4

Tariff Rift (dailyreckoning.com)
2025-4-4

Sea of Red (dailyreckoning.com)
2025-4-3

After Spiking by 2,600% or Whatever, Newsmax Stock Plunges 80%, Straight into our Imploded Stocks, All in 3 Days (wolfstreet.com)
2025-4-3 Stock

Oh Elon! Tesla Deliveries Plunge as Musk Crushes One of the Most Successful Consumer Brands (wolfstreet.com)
2025-4-3 Tesla

Milei's Argentine Triumph Shows Why Musk's DOGE Revolution Isn't Enough (www.heritage.org)
2025-4-2

How To Keep Taiwan Secure and Prosperous (www.heritage.org)
2025-4-2 Taiwan

As Life Happens, “Locked-in” Homeowners Pay Off Below-4% Mortgages: Share Drops to 54%, Lowest since Q4 2020 (wolfstreet.com)
2025-4-2 4Q

Not Another Free Lunch: Don't Let Fannie and Freddie Turn Back into GSEs (wolfstreet.com)
2025-4-2

Desperate in Deutschland (dailyreckoning.com)
2025-4-2

Underlying Labor Market Dynamics Still Tight Despite Highest Gov Layoffs & Discharges since Census Wind-Down of 2020 (wolfstreet.com)
2025-4-2 Layoffs

Your Government at Work: Confiscated Gold and Stashed Alien Tech (dailyreckoning.com)
2025-4-2

Transcript: Michael Lewis on ‘Who is Government' (ritholtz.com)
2025-4-2

Status of US Dollar as Global Reserve Currency: Central Banks Diversify into Other Currencies and Gold (wolfstreet.com)
2025-4-1

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