Politics News
Markets, macro and movers — curated.
Hot PPI, a New Fed Chair, and a Business-Focused Trip to China
An analysis of a surprisingly hot PPI report, the incoming Fed chair's unconventional thinking, and a high-profile presidential trade mission to China.
Crypto at a Crossroads: Fed Transition, Inflation, and the Battle Between Bull and Bear Cases
An analysis of how the Fed leadership transition, stubborn inflation, and conflicting market signals are shaping the near-term outlook for Bitcoin and crypto.
Inflation, Fed Transition, and Geopolitical Crosscurrents Reshape Markets
An analysis of April's hot CPI print, the Fed's leadership change, South Korea's AI tax proposal, and looming US-China trade negotiations.
Reading the Latest CPI Print: Energy Headlines, Core Creep, and a Fed in Transition
An analysis of the latest CPI report, examining how energy-driven headlines mask a worrying spread of inflation into core categories ahead of a Fed leadership change.
Inflation's Energy Surge Bleeds Into the Broader Economy as Geopolitical Tensions Resurface
An analysis of rising CPI data driven by energy and spreading into food and shelter, alongside Iran tensions and Fed leadership transition.
The Banking Lobby's Last Stand Against the Clarity Act
The banking industry mounts a last-minute fight to block stablecoin yield in the Clarity Act as crypto legislation heads for a pivotal Senate markup.
The Crypto Clarity Act: A Watershed Moment for Digital Asset Regulation
An analysis of the upcoming Senate markup of the Crypto Clarity Act and what comprehensive crypto regulation could mean for digital assets.
Markets, Ceasefires, and the New Calculus of Geopolitical Risk
An analysis of how markets are absorbing the Iran-US ceasefire, energy shocks, China's stake in resolution, and the Fed's evolving policy stance.
A Tale of Two Indicators: Jobs Strength Meets Sentiment Slump
April jobs beat expectations while consumer sentiment hit a record low, setting up a pivotal week of CPI, PPI, and earnings data.
Decoding the Latest Jobs Report and What Comes Next
An analysis of the latest jobs report, federal employment trends, wage inflation, consumer sentiment, and what to expect from upcoming CPI and PPI data.
A Resilient Labor Market Defies Federal Workforce Cuts
An analysis of the latest jobs report showing strong private sector hiring offsetting deep federal cuts, alongside emerging signs of slowing consumer spending.
Bitcoin's Unprecedented Three-Month Rally and the Coming Clarity Act
An analysis of Bitcoin's historic three-month consecutive rally, looming US crypto legislation, and shifting institutional dynamics across digital assets.
Markets Retreat from Highs as Earnings and Trump's China Visit Take Focus
Markets pulled back from intraday highs as Coinbase missed revenue, CoreWeave expanded its Nvidia deal, and CEOs prepared to join Trump's China trip.
Prediction Markets, Gas Prices, and the Fed: Washington's Triple Reckoning
An examination of prediction market scrutiny, gas-price politics, K-shaped consumer behavior, and the upcoming Federal Reserve leadership transition.
Bitcoin's Path Forward: Regulatory Clarity, Cost Floors, and the Case for the Original
An analysis of renewed Bitcoin optimism amid legislative progress, technical resistance levels, mining economics, and the comparative outlook across major cryptocurrencies.
Reading the Pulse of the Labor Market: What Recent Jobs Data Reveals
An analysis of recent ADP employment data and what it signals for upcoming non-farm payrolls, unemployment, and the broader US labor market.
The Clarity Act's Uncertain Path: Hurdles and Hopes for Crypto Legislation
An analysis of the Clarity Act's legislative outlook, examining the obstacles, compromises, and procedural steps required before it can become law.
Reading the Cross-Currents: Inflation, Earnings, and a Fed in Transition
An analysis of recent economic data, tech earnings reactions, oil market signals, and the upcoming Fed leadership transition shaping markets.
A Pivotal Trading Day: Economic Data, FOMC Transition, and Mag 7 Earnings Collide
An analysis of a high-stakes trading day featuring strong economic data, a Fed leadership transition, and pivotal Mag 7 earnings reports.
The Fed at a Crossroads: Powell's Legacy, Worsh's Burden, and the Fading American Dream
An analysis of the Fed's pivotal moment as Powell weighs his legacy, Worsh prepares to take the helm, and Americans confront economic anxiety.