12 articles
The Supreme Court struck down Trump's IEEPA tariffs in a 6-3 ruling, but the administration immediately imposed new tariffs under Section 122 and Section 232. Analysis of the economic impact, market response, and investment implications.
The April 29 FOMC meeting is the most consequential of 2026. The Fed faces a dilemma between sticky inflation at 2.4% and a weakening labor market. Analysis of rate expectations, bond positioning, and what it means for your portfolio.
Trump imposed 100% tariffs on patented pharmaceutical imports under Section 232. The policy could add $50-80 billion to US healthcare costs and reshape the entire pharma industry. Deep analysis of winners, losers, and investment implications.
Tariffs add $1,200-$2,400 per year to the average household's spending. From electronics to groceries to prescription drugs, here's where the invisible tax hits hardest and what you can do about it.
The US economy lost 92,000 jobs in February — the worst reading since the pandemic. With oil surging past $85, tariffs biting, and the Fed trapped between inflation and recession, here is what investors need to know.
The 10-year Treasury yield surged to 4.17% in the worst weekly bond selloff in months. With 92,000 jobs lost and oil near $100, the bond market is pricing in stagflation — and the Fed may be powerless to stop it.
The EU is preparing $108 billion in retaliatory tariffs against the US while simultaneously imposing anti-dumping duties on Chinese imports. Eurozone growth forecast cut to 1.2%. Global trade growth projected at just 0.5% — the weakest in years.
The Fed is stuck at 3.50-3.75% with no good options. Jobs are collapsing, oil is surging, and inflation expectations are rising. The March FOMC meeting may be the most consequential policy decision since the pandemic.
A new 10% global tariff under Section 122 is now hitting $1.2 trillion in US imports. How this obscure Cold War-era trade weapon is squeezing consumers, freezing hiring, and reshaping markets.
The Federal Reserve is navigating one of its most complex policy environments in decades. With sticky inflation, a divided FOMC, falling long-term yields, and mortgage rates breaking below 6%, the 2026 rate outlook is anything but straightforward. Here is what investors need to know about the yield curve twist and its implications.
Goldman Sachs puts 2026 recession odds at 20%, while J.P. Morgan warns of 35% risk. We analyze the four key threats (tariff inflation, stagflation lite, consumer exhaustion, AI bubble) and explain why most economists still expect slow growth, not contraction.
GDP is the single most important measure of economic health. Learn how it is calculated, what it tells investors about market direction, and why the GDP report moves markets every quarter.