Economy

Fully in Wait-and-See Mode, Fed Keeps Rates at 4.25%-4.50%, Frets about Higher Uncertainty, Higher Inflation, and Higher Unemployment (wolfstreet.com)
2025-5-8 Inflation Unemployment

Transcript: Sander Gerber, CEO and CIO Hudson Bay Capital (ritholtz.com)
2025-5-7

The First Crypto Currency: The Dollar (dailyreckoning.com)
2025-5-7

After CRE Office Market Repriced at 70% Off in San Francisco, Sales Revive. Leasing Jumps amid 35% Vacancy Rates and 21% Drop in Asking Rents (wolfstreet.com)
2025-5-7 San Francisco

A Rough Spot in the Oil Patch (dailyreckoning.com)
2025-5-7 Oil

California Inventory of Homes for Sale Suddenly Piles Up: +51% Year-over-Year, to Highest April in Years (wolfstreet.com)
2025-5-6 California

NY Fed's “Multivariate Core Trend” Inflation Measure Hits 3.0%, Worst in Over a Year, Predicts Acceleration of PCE Price Index (wolfstreet.com)
2025-5-6 Inflation

The Great Unlearning (dailyreckoning.com)
2025-5-6

Be Like You (ritholtz.com)
2025-5-6

10 Monday AM Reads (ritholtz.com)
2025-5-6

Investors Are Not To Blame for the Priciest Housing in History (www.heritage.org)
2025-5-5 Real Estate

Will a Japanese Fire Sale Crash U.S. Debt? (www.heritage.org)
2025-5-5 Japan U.S.

Harris Helps Torch Your Finances, Then Pretends She's a Firefighter (www.heritage.org)
2025-5-5

Trouble Paying Your Bills? Meet the Culprit (www.heritage.org)
2025-5-5

The Coming Recession May Have Already Arrived (www.heritage.org)
2025-5-5

Blue-Chippers Avoid ESG Investing, Realizing It's a Money Drain (www.heritage.org)
2025-5-5

Trump Speech Lays Out Roadmap to Prosperity (www.heritage.org)
2025-5-5 Trump

Trump Wins the First Round Against Inflation (www.heritage.org)
2025-5-5 Trump Inflation

Leading Indicator: Avoiding Mistakes that Destroy Wealth (ritholtz.com)
2025-5-5

Unsold Inventory of Homes for Sale in Florida Pile up Further in April. Some Metros Start Seeing Gluts, Miami Still Lags a Little (wolfstreet.com)
2025-5-4

The Art of *Currency* War (dailyreckoning.com)
2025-5-4

Steering Clients Away From Investing Mistakes (ritholtz.com)
2025-5-4

The Empire Strikes Back (dailyreckoning.com)
2025-5-4

10 Weekend Reads (ritholtz.com)
2025-5-4

Tariffs Start Washing into the Government Checking Account (wolfstreet.com)
2025-5-3

China's “Manhattan Project” (dailyreckoning.com)
2025-5-3 China

Labor Market Is Just Fine Despite Dropping Federal Government Jobs, Media-Driven Moaning and Groaning, and Tariff Chaos (wolfstreet.com)
2025-5-3

MiB: Sander Gerber, CEO and CIO Hudson Bay Capital (ritholtz.com)
2025-5-2

Fed Balance Sheet QT: -$14 Billion in April, -$2.26 Trillion from Peak, to $6.71 Trillion, Lowest since April 2020 (wolfstreet.com)
2025-5-2

AI's (Extreme) Leftist Bias (dailyreckoning.com)
2025-5-2 AI

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