Inflation stuck at 3.6% in minds while job fears hit highest since 2020
The New York Fed Survey of Consumer Expectations for August, released on September 8 2026, came out strikingly split. On one side, median inflation…
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U.S. strategic oil reserve hits a low not seen since the early 1980s
The U.S. Strategic Petroleum Reserve (SPR) keeps shrinking at a record pace. According to the U.S. Energy Information Administration (EIA), in the week to 28…
Banks keep raising their S&P 500 targets for year-end 2026
Major investment banks continue to revise upward their year-end 2026 targets for the S&P 500. On Monday, 8 September 2026, HSBC lifted its full-year target to…
China keeps trimming its holdings of U.S. Treasuries
Treasury Department data show China continuing to lower its reported holdings of U.S. government debt. In the latest reporting month - June 2026 - China's…
Who Finances the US - and Why the Dollar Hasn't Collapsed?
The US is the world's largest net debtor. Its net international investment position (IMF IIP) is minus 22 trillion dollars. The external deficit is at records…
Does the Yield Curve Inversion Actually Predict Recessions?
The gap between 10-year and 2-year Treasury yields now sits at +0.48 percentage points - a normal, upward-sloping curve. But until Aug 2024 it had been…
Silver's Massive Weekly Rally - What History Reveals
Silver surged +10.3% last week, one of the strongest weekly gains in recent memory. Such explosive moves naturally raise the question: does momentum carry…
Silver's Massive +10.3% Weekly Rally: What History Reveals
Silver surged +10.3% last week, one of the strongest weekly gains in recent memory. Such explosive moves naturally raise the question: does momentum carry…
Gold's Strong Weekly Rally: What History Actually Shows
Gold gained +7.4% last week, pushing prices near record levels. When gold posts such moves, traders often wonder: does momentum continue, or does the market…