Eco
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The Economist
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16
hours ago
What will Kevin Warsh do if America’s economy breaks?
An enigmatic Fed faces the risk of AI stocks falling and the oil price soaring
eco
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Wolf Street
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1
day ago
Six Years into Bond Bear Market, 30-Year Treasury Yield Hits 5.28%, Yield Curve Steepens, but Spreads Are still too Narrow
Warsh wants the bond market to do its job and look at inflation and the economy -- and not at the Fed -- and it’s finally doing it.
eco
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Wolf Street
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2
days ago
SPR Gets Drained to Dump Crude Oil on Global Markets: US Exports of Crude Oil and Petroleum Products Spike
Crude oil exports hit a record of 5.7 MMb/d in May, exports of ultra-low sulfur diesel hit a record 1.54 MMb/d, etc.
eco
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Wolf Street
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3
days ago
Inflation in the Overall Economy, Hitting Consumers, Businesses, and Governments, Was Really Bad in Q2, even without Energy
The Fed needs to coalesce and crack down on inflation lest the bond market figures out what’s going on in here… Oops.
