UAE’s OPEC Exit Signals Energy Market Fragmentation
What Happened
Blog
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Canada Opens the Door to Chinese EVs — But the Real Story Is About Trade Strategy
According to CNBC, Canada is allowing 49,000 Chinese-made electric vehicles to be imported annually for retail sales at a 6.1% tariff rate. Canadian dealers are reportedly eager to start selling these
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Bond Markets Just Flipped the Script on Fed Policy
According to CNBC Economy, fed funds futures are now pricing in a rate hike as soon as December, marking a dramatic reversal from expectations of continued cuts just months ago.
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Fed Quietly Approves Trust Application — But the Real Story Is What’s Not Being Said
According to Federal Reserve press releases, the Fed Board approved an application by the Stephen M. Calk 2025 Trust on May 15th. The brief announcement provides no details about the nature of the tru
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Fed Funds Rate Locked at 3.63% as Oil Shock Freezes Policy
The effective federal funds rate held steady at 3.63% through mid-May, marking six straight days at the exact same level. That’s not unusual by itself, but it reflects a Fed that has completely abando
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US National Debt Hits $38.95 Trillion as Borrowing Pace Accelerates
The US national debt reached $38.95 trillion yesterday, up 6.27% from a year ago — a pace that’s actually accelerating despite talk of fiscal restraint. We’re adding roughly $12 billion per day to the
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Bond Market Sends Mixed Signals as 2-Year Treasury Yield Hovers Near 4%
The 2-year Treasury yield ticked up to 4.0% yesterday, marking the second time this week it’s touched that psychological level. That’s a modest 0.02 percentage point rise from Tuesday’s 3.98%, but the
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Treasury Yields Creep Higher as Bond Market Tests New Range
The 10-year Treasury yield edged up to 4.47% yesterday, marking its fifth consecutive day above 4.40% — a level that seemed unthinkable just two years ago but now appears to be finding its footing as
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Inflation Expectations Hold Steady as Oil Crisis Tests Long-Term Outlook
Bond markets are telling a surprisingly calm story. Despite oil prices sitting near $95 and an active military crisis choking off 20% of global energy supplies, the 10-year breakeven inflation rate he
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Yield Curve Creeps Back From Recession Warning Territory
The 10-year minus 2-year Treasury spread ticked down to 0.47% yesterday, pulling back slightly from its recent bounce off deeply inverted levels. While the curve remains positive (avoiding recession s
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WHAT HAPPENED
Trump-Xi Meeting Signals Shift from Trade War to Trade Management
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Economic Wire: Inflation rate projected to hit 6% in the second quarter, to
According to CNBC Economy, top economic forecasters now project inflation will surge to 6% in the second quarter as the recent spike continues to worsen.
