Tech giants’ investments in data centers will require vast amounts of energy, which will ultimately hit consumers. … READ MORE >
Economics
Market Minute: Diverging inflation expectations
Policy decisions by the Federal Reserve will rest upon whether it thinks that higher tariffs will result in a one-time increase in prices or persistent inflation. … READ MORE >
Market Minute: Powell at Jackson Hole
The retirement of baby boomers and immigration enforcement are reducing the supply of workers, making monetary policy decisions that much more challenging. … READ MORE >
Market Minute: U.S. residential investment never recovered after financial crisis
American residential investment, which stands at 3.3% of gross domestic product, remains tepid at best amid an affordability crisis that will not be solved anytime soon. … READ MORE >
Wrong data at the right time: Mixed data complicates Fed’s decision
A lot is happening in the economy, but one trend has become clear: The economy is slowing but not enough to guarantee a rate cut. … READ MORE >
Market Minute: The normalization of rates and the steeper yield curve
The Treasury yield curve has steepened, with 2-year Treasury bond yields now below 3.70% … READ MORE >
Tariffs drive producer prices higher, squeezing margins
Equity markets, buoyed in recent months by solid earnings, may face pressure as profit margins shrink after companies absorb tariff costs. … READ MORE >
Market Minute: Oil prices fall as global production rises
The price of crude oil has continued to drop, with West Texas Intermediate falling below $63 per barrel on Wednesday. … READ MORE >
Market Minute: Are foreign exporters paying tariffs?
Most of the initial costs of tariffs are being absorbed by domestic firms and households. … READ MORE >
In the July CPI, the temperature is rising in the core
The U.S. consumer price index in July saw a meaningful increase, driven by sticky service sector pricing and tariff-induced price increases, which are all over the report. … READ MORE >