Through June over the past year, prices of electronic sand accessories rose by 27.6% as demand for those products has accelerated. … READ MORE >
Joe Brusuelas
Muted inflation in July should keep Fed on hold
Market expectations for a Fed rate hike in September declined from 47% before the publication of the report to 35% after. … READ MORE >
Market Minute: Great expectations and the July inflation data
Expectations around the July CPI data imply a 0.1% monthly increase in the top-line number and a 3.4% annual increase. … READ MORE >
Market Minute: Baby boomers and Gen X leave the workforce
The aging of the population, along with restrictive immigration policies, are having a significant impact on the supply side of the labor market. … READ MORE >
Market Minute: What’s behind the U.S. labor market strength?
Since December 2024, 594,000 jobs have been created in health care and 411,000 in social assistance, much of it to serve an aging population. … READ MORE >
Market Minute: Why did Japan and the U.S. prop up the yen?
Japan wanted to prevent a disorderly depreciation of the yen. The U.S. wanted to suppress the increase in Treasury yields and avoid a selloff by Japan. But it won’t last. … READ MORE >
Market Minute: The Warsh effect and U.S. financial conditions
Fed Chair Kevin Warsh says he wants the financial markets to figure it all out without the forward guidance of the Fed. … READ MORE >
Don’t be misled by slowing GDP. The economy is strong.
Gross domestic product slowed to 1.5% in the second quarter in the United States, but a large part of that slowdown can be attributed to a significant increase in the trade deficit related to the AI buildout. … READ MORE >
India’s industrial output jumps to a two-year high in June
The upside surprise, though, is unlikely to move the Reserve Bank of India off its expected hold at its policy meeting next week. … READ MORE >
Market Minute: Expect second-quarter GDP to increase by 2.3%
Two events added to the quarter’s demand: Amazon’s Prime Day and the opening weeks of the World Cup. … READ MORE >