Oracle’s Balance Sheet Play Shows How AI Winners Really Win
According to CNBC, Oracle stock jumped 12% after the company reported strong Q3 earnings that eased Wall Street concerns about AI infrastructure buildout costs.
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Inflation’s Hidden Signal: The Productivity Story No One’s Talking About
According to the Bureau of Labor Statistics, February’s Consumer Price Index data shows inflation trends that most analysts are reading as purely monetary policy driven.
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Core Inflation Holds Right at Target — But the Details Matter More Than the Headline
Core CPI rose 0.22% in February and 2.16% year-over-year, landing almost exactly on the Fed’s 2% target. On the surface, this looks like the textbook soft landing everyone hoped for. But the more inte
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Inflation Still Behaving — But the Fed’s Victory Lap May Be Premature
Consumer prices rose 0.27% in February, pushing the annual inflation rate to 2.23% — right where the Fed wants it. But here’s what the headline misses: this marks the fourth consecutive month of accel
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Europe’s Energy Gamble: Why Putin’s Latest Threat Actually Strengthens His Hand
According to CNBC, Russian President Vladimir Putin is considering cutting off all fuel exports to Europe as the bloc scrambles to manage an ongoing energy supply crisis.
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Fed Holds at 3.5%: The Pause That Signals More Than You Think
The Fed kept its target rate unchanged at 3.5% on March 11, holding steady for the sixth consecutive day. But this isn’t about what happened yesterday — it’s about what’s not happening that should hav
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Fed Holds Steady at 3.75%, But Bond Market Tells a Different Story
The Federal Reserve kept its target rate unchanged at 3.50%-3.75% today, maintaining the pause that began in December. But while the Fed stayed put, the bond market is pricing in a very different economic reality than what policymakers described just
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The Morning Bell — March 11, 2026
Oil’s wild ride from above $100 back to $95 is doing the Fed’s homework for them, taking some heat off inflation just as bond markets start pricing in a less aggressive central bank. While gas prices
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Oil’s $90 Comeback Meets Bond Reality: Why the Fed’s Inflation Math Just Got Messier
Oil’s overnight surge back above $90 despite yesterday’s dramatic pullback tells you everything about how quickly this inflation story can flip. Just when traders thought the Strategic Petroleum Reserve release would cap energy prices for months, Ira
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Inflation Expectations Hit Pause at 2.33%: The Fed’s Sweet Spot Gets Sweeter
The 10-year breakeven inflation rate ticked down to 2.33% Monday, barely budging from 2.34% the day before. But here’s what’s interesting: this number has been remarkably stable over the past week, ho
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The Yield Curve’s Gentle Steepening Isn’t What It Seems
The gap between 10-year and 2-year Treasury yields widened to 0.58% on Monday, up from 0.56% the day before. That’s a modest 0.02 percentage point increase, but it continues a pattern that’s been quie
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The Debt Clock Ticks Faster: US Borrowing Accelerates to $38.9 Trillion
The US national debt hit $38.88 trillion as of March 9th, climbing $13 billion in just three days and 7.38% over the past year. That translates to roughly $2.7 trillion in new borrowing over 12 months
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2-Year Treasury Yield Holds Steady at 3.56% — But the Pause Itself Tells a Story
The 2-year Treasury yield sat unchanged at 3.56% on Friday, marking the second straight session without movement after a steady climb from 3.47% earlier in the week. But in a market where every basis
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Bond Markets Just Gave the Fed Some Breathing Room
The 10-year Treasury yield dropped to 4.12% on Monday, down from 4.15% on Friday — the fourth straight session where yields have drifted lower. Over the past week, rates have backed off their recent h
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The Fed Rate That’s Stuck: When 3.64% Becomes the New Normal
The effective federal funds rate has been pinned at exactly 3.64% for six straight trading days through March 9th, a level of precision that would make a Swiss watchmaker jealous. But this mechanical
