We provide unfiltered news and market signals for people who have no time to search.
Financial updates, market data, economic tracking, and blog posts.
Twenty years ago America made more than twice what China did. Now China makes more than America, Europe and Japan can match in some tallies. When one country controls nearly three-tenths of global factory output and the processing of the minerals that feed it, every shortage, tariff fight or wartime demand spike runs through Beijing … Read more
U.S. wholesale egg prices (national large white shell eggs, USDA data tracked by Trading Economics) rose from roughly $0.26 per dozen around July 1 to over $1.09–$1.13 recently, a gain of more than 300% in under a month. Trading Economics eggs chart: https://tradingeconomics.com/commodity/eggs-us USDA AMS market reports: https://www.ams.usda.gov/mnreports/ams_3725.pdf h/t RobertBartus
Headline GDP limps in at 1.5% while AI capex and rich people spending carry the load. Strip those out and the “strong economy” story gets real thin real fast. Real GDP rose at a 1.5% annualized pace in the second quarter. That missed economist forecasts of roughly 1.8% to 2.1%. Growth slowed from 2.1% in … Read more
Kevin Warsh is Fed Chair. At the latest FOMC the committee held rates steady at 3.5% to 3.75% in a 9-3 vote, with three members dissenting for a hike. Warsh has repeatedly stressed commitment to the 2% inflation target and said the Fed will deliver price stability, yet rates have not been raised under his … Read more
The broader AI and semiconductor complex has posted sharp July drawdowns. Funds with heavy memory exposure, including high-profile AI books, are under pressure and reducing positions. China capacity expansion and peer earnings continue feeding the glut narrative. Memory is a potato in the semiconductor industry – it's very easy to produce, very easy to scale, … Read more
When a high-profile AI book running heavy leverage starts cutting positions under broker pressure the forced selling can itself pressure the same crowded names further. That is how a correction turns into a cascade. Leopold Aschenbrenner’s Situational Awareness hedge fund got crushed in the AI and semiconductor sell-off. The fund was reported at around $20 … Read more
When I was a kid, 'fink' was synonymous with 'thief' 🤷♂️ btw- weird how both South Korea and Japan markets rocketed north at the same time- Tariff War o'clock, 2025 pic.twitter.com/QHtnVOkZB9 — Not-A-Democrat (@MlogicGr8Again) July 29, 2026
via gainspainscapital A couple of weeks. That’s all it took to erase three months’ worth of gains. The Kospi tanked 11.4 percent on Wednesday to 5,338.56, with SK Hynix down 18 percent and Samsung falling 12.5 percent, extending an almost 11 percent dive from the day before. The two day decline now exceeds 18 percent, … Read more
by Martin Armstrong Student loan defaults have surged to 9.2 million borrowers, representing roughly one in every five people with student debt. What is astonishing is the speed of the deterioration. There were approximately 6 million borrowers in default last August. That figure jumped to 7.7 million by December. By April it had reached 9.2 … Read more
Markets just erased a trillion while long yields hit 19 year highs. 30-year Treasury yield hits highest level since 2007 after Fed keeps rates unchanged Yields on longer-dated U.S. Treasurys rose on Wednesday, as traders weighed whether the Federal Reserve can keep inflation at bay following its latest monetary policy decision. The 30-year Treasury bond … Read more